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Company Contact Info

  • 5180 Stevens Creek Boulevard
    San Jose, CA 95129
  • Perla Gak

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Retail Banking Specialist– San Jose, CA

Beal Bank • San Jose, CA

Posted 4 days ago

Job Snapshot

Travel - None
Experience - At least 2 year(s)
Degree - High School
Discretionary Bonus
Banking - Financial Services
Relocation - No


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Job Description

Retail Banking Specialist– San Jose, CA

Founded in 1988, the Beal Bank family of companies is headquartered in Dallas, Texas, and comprises one of the largest private financial institutions in the United States. Our two partner banks, Beal Bank and Beal Bank USA, are guided by the same principles of reliability and excellent customer service. Whether you are a customer of Beal Bank or Beal Bank USA – or have accounts with both banks – we are dedicated to providing financial strength and stability, competitive rates and outstanding service to every customer.

Are you looking for a non-traditional banking opportunity? Beal Bank is seeking a Retail Banking Specialist. We are a wholesale bank with a focus 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.

Responsibilities include but are not limited to:

  • Greeting customers as they enter the bank lobby.

  • Open and process documentation for new accounts, including IRA’s.

  • Process deposits and/or withdrawals.

  • Complete verification of deposits and date of death valuations for estates & executors.

  • Assist with opening daily mail in dual custody.

  • Complete Currency Transaction Reports and forward to appropriate area for processing.

  • Sell cashier checks, initiate wire transfers and issue temporary checks to customers.

  • Maintain cash drawer, adhering to bank policies & procedures.

  • Assist in balancing the vault weekly.

  • Assist customers in account maintenance (renewals, re-styling, and address changes).

  • Assist customers and/or prospective customers with inquiries via the telephone.

  • Perform account research as requested by customers.

  • Process daily mail deposits and or file maintenance.

  • Accept and process stop payment orders.

  • General filing (sorting, scanning, indexing, filing & preparation of documents for offsite storage).

  • Community involvement for CRA service credit.

  • Additional duties as may be assigned.

Job Requirements

Qualifications (Education, Computer Skills, Certifications, Etc.):

  • 1-3 years banking experience.

  • 2-4 years customer service experience.

  • Strong interpersonal/customer service skills.

  • Working knowledge of retail bank operations and regulatory compliance.

  • Proficiency in Microsoft Word, Excel and Internet navigation.

*No Relocation Assistance Offered

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 send 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. There is no smoking on company property.

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