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AppleOne
Banker/Teller
Career Insights for Teller (General)
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Scorecard
Based on California data
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What they do
A Teller makes deposits, gives out withdrawals and assists with other transactions for account holders who come in to a bank.
$46,043 / year median in California
-27% projected decline
Job Description
Job Summary We are seeking an experienced Banker/Teller for a full-time, direct hire opportunity in Santa Barbara, CA. This role may be aligned at the Client Service Representative II, Client Service Representative III, or Senior Client Service Representative level based on banking experience, new account expertise, business account knowledge, and leadership background. This is an excellent opportunity for a customer-focused banking professional who enjoys building client relationships, opening and servicing accounts, cross-selling financial products, and supporting daily branch operations. The branch environment is relationship-driven, team-oriented, and committed to delivering professional, solutions-focused service to consumer and business banking clients. The ideal candidate will bring strong teller experience, accurate transaction processing, sound judgment, and a polished approach to client service. This role offers stability, growth potential, supportive leadership, positive teamwork, and the opportunity to contribute to community-focused banking initiatives. Key Responsibilities
- Open, maintain, and close consumer and business accounts, including checking, savings, CDs, IRAs, Trust and Estate accounts, and other account types based on assigned level.
- Interview and profile clients to recommend appropriate banking products and services that support their financial needs.
- Process teller transactions accurately while maintaining strong balancing performance and compliance with branch procedures.
- Cross-sell banking products and services, identify referral opportunities, and support branch growth, profitability, and client retention goals.
- Respond to client inquiries in person and by phone while delivering courteous, professional, and solutions-focused service.
- Maintain compliance with bank policies, account documentation requirements, Bank Secrecy Act guidelines, information security standards, and applicable banking regulations.
- Experience opening consumer accounts is required.
- Minimum of 1 year of banking teller experience required for CSR II level.
- Minimum of 2 years of banking teller experience required for CSR III level.
- Minimum of 3 years of banking teller experience required for Senior CSR III level.