Job Description
Job DescriptionWe are looking for a detail-oriented Branch/Retail Banking Clerk to join our team in Paso Robles, California. In this long-term contract role, you will play a key part in delivering exceptional banking services while ensuring operational efficiency and compliance with regulations. This position offers an opportunity to build lasting relationships with clients while contributing to the day-to-day operations of the branch.
Responsibilities:
• Handle routine banking transactions including deposits, withdrawals, transfers, cash advances, loan payments, check cashing, and savings withdrawals.
• Balance and maintain a cash drawer daily, ensuring accurate accounting of cash received, disbursed, and turned over to the vault.
• Process customer transactions using computer systems, issue receipts, and ensure transaction accuracy.
• Sell cashier’s checks and assist customers with special requests such as closing accounts, ordering checks, exchanging foreign currency, and accessing safe deposit boxes.
• Prepare outgoing domestic and international wire transfers with precision and attention to detail.
• Place holds on accounts for new accounts, large deposits, or exceptions, following established guidelines.
• Participate actively in bank security procedures, including dual-control functions and auditing currency.
• Build strong customer relationships by promoting products and services, cross-selling, and providing exceptional service.
• Stay informed on compliance regulations and complete required training to ensure adherence to laws and policies.
• Occasionally travel to support other branch locations as needed and perform additional duties assigned by management.• Proven experience with cash handling and maintaining accurate records.
• Familiarity with bank operations and procedures in a retail banking environment.
• Strong knowledge of processing banking transactions, including deposits and withdrawals.
• Ability to manage customer interactions professionally and build positive relationships.
• Attention to detail and accuracy in balancing cash drawers and preparing financial documents.
• Understanding of compliance requirements and risk management in banking.
• Proficiency in using computer systems for transaction processing and recordkeeping.
• Flexibility to travel to other branch locations when required.