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Finance 🏢 Full Time ⭐️ Verified

Senior Bank Teller

Golden State Financial Group
San Jose
Estimated Salary
USD 65.000 – USD 85.000
New
Live Update
26 Juli 2026
Deadline
26 Jul 2027

Job Description

Join our elite banking team at Golden State Financial Group, where exceptional service meets competitive compensation. As a Senior Bank Teller in San Jose, you'll represent our premium banking division while managing high-value transactions and building lasting client relationships. Enjoy industry-leading benefits, career advancement opportunities, and a dynamic work environment in California's financial capital.

Responsibilities

  • Process complex financial transactions for high-net-worth clients with precision and discretion
  • Resolve escalated customer inquiries and service issues with exceptional problem-solving skills
  • Identify and cross-sell premium banking products including investment accounts and credit facilities
  • Maintain strict compliance with FINRA regulations and anti-money laundering protocols
  • Mentor junior tellers and optimize branch operational efficiency
  • Develop and maintain deep relationships with affluent clientele
  • Conduct detailed account reviews and financial wellness consultations

Qualifications

  • Minimum 3 years of high-volume banking experience in premium service environments
  • Proven track record in cross-selling financial products and services
  • FINRA Series 6 or 7 securities license preferred
  • Expert knowledge of complex transaction processing and compliance standards
  • Exceptional communication skills with ability to handle sensitive financial discussions
  • Advanced proficiency in banking software and CRM systems
  • Bachelor's degree in Finance, Business, or related field preferred
  • Fluency in English and Spanish highly desirable for diverse clientele

Required Skills

banking operations customer service financial compliance cross-selling CRM software transaction processing client relationship management regulatory compliance

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