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Bank Utility Clerk

Robert Half
locationMonterey Park, CA, USA
PublishedPublished: 6/14/2022
Full Time

Job Description

Job DescriptionWe are looking for a detail-oriented Bank Utility Clerk to join a banking team in California. This contract position with potential for a permanent opportunity supports daily branch and operations functions by handling transaction processing, account-related documentation, records management, and customer assistance. The ideal candidate brings prior banking experience, strong accuracy, and a service-focused approach to maintaining efficient and compliant operations.

Responsibilities:
• Manage routine banking activities such as deposits, withdrawals, loan payment handling, check cashing, wire transfer support, and safe deposit access while following established procedures.
• Update customer and account records, assist with new account documentation, and ensure information is entered accurately within bank systems.
• Reconcile daily cash activity by balancing assigned drawers, reviewing totals, and helping confirm that reports are accurate and complete.
• Provide operational support to branch and back-office teams by entering data, locating records, and assembling internal documents, forms, and correspondence.
• Respond to client inquiries with professionalism, offering helpful service and clear communication during in-person or phone interactions.
• Safeguard sensitive financial information and consistently follow bank policies, security protocols, and regulatory requirements.
• Assist with general administrative tasks and contribute to additional assignments or departmental projects as business needs evolve.• High school diploma or equivalent is required.
• At least 2 years of banking or teller experience with a strong record of accuracy and customer support.
• Experience performing cash handling duties and processing common banking transactions.
• Solid organizational, communication, and data entry skills in a fast-paced environment.
• Working knowledge of banking procedures, financial systems, and Microsoft Office applications.
• Bilingual English and Chinese communication skills are a plus.
• Availability to work a regular schedule, including Saturdays when needed.

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