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Retail Banking Specialist - Sacramento, CA

Retail Banking Specialist - Sacramento, CA

Job Description

Are you looking for a non-traditional banking opportunity?

Beal Bank, one of the most successful privately owned banks in the nation, is growing and seeking a Retail Banking Specialist for our retail branch. We are a bank that focuses on deposits and related services. Our branch product lines are limited to money market accounts, certificates of deposit (including individual retirement accounts) and statement savings accounts. Loan origination experience is not necessary and there are no sales requirements.

The Retail Banking Specialist is part of a small hands-on team and will work directly with customers.

Essential Duties and Responsibilities include (but are not limited to):

  • Assist in greeting customers as they enter the bank lobby
  • Open and process documentation for new accounts, including IRAs
  • Process deposits and/or withdrawals
  • Maintain cash drawer, adhering to bank policies & procedures
  • Assist customers in account maintenance (renewals, re-styling, and address changes)
  • Perform account research as requested by customers
  • Process daily mail deposits and or file maintenance
  • Community involvement for CRA service credit
  • Assists in special projects as needed
  • Additional duties as assigned



Job Requirements

Qualifications (education, work experience, certifications, etc.):

  • 1-3 years banking experience
  • High School diploma
  • Prior experience as a new account representative and/or teller
  • 2-4 years customer service experience
  • Proficiency in Microsoft Word, Excel and Internet navigation

If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you. If you are interested in this position, please email your resume to [Click Here to Email Your Resumé].


Beal is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to their protected veteran or disabled status and will not be discriminated against.




Job Snapshot

Other Pay Discretionary Bonus
Employment Type Full-Time
Job Type Banking
Education High School
Experience At least 1 year(s)
Manages Others No
Relocation No
Industry Banking - Financial Services
Required Travel None
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Retail Banking Specialist - Sacramento, CA

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