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Retail Banking Associate Jobs in California (NOW HIRING)

Retail Banking Sales & Service Part-time 20 hours per week. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial ...

Retail Banking Sales & Service This is a part time position scheduled for 30 hrs per week. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice ...

Retail Banking Sales & Service Please note this opening is for a part-time (20 hours) per week position. The ideal candidate will have flexible availability to be assigned various shifts each week as ...

Retail Banking Sales & Service Please note this opening is for a part-time (20 hours) per week position. The ideal candidate will have flexible availability to be assigned various shifts each week as ...

Retail Banking Sales & Service This is a part time position scheduled for 30 hrs per week. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice ...

Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...

Retail Banking Sales & Service Bilingual in English and Spanish Language is preferred. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and ...

Retail Banking Sales & Service Part-time 20 hours per week. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial ...

Retail Banking Sales & Service Bilingual in English and Spanish Language is preferred. Part-time 20 hours per week. Delivers exceptional service to BMO customers and prospects. Identifies customer ...

Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...

Retail Banking Sales & Service Part-time 25 hours per week. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial ...

Retail Banking Sales & Service This is a part time position scheduled for 35 hrs. per week. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice ...

Retail Banking Sales & Service This is a part time position scheduled for 20 hrs per week. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice ...

Retail Banking Sales & Service This is a part-time role, typically scheduled for 20 hours a week, but is still eligible for BMO's comprehensive benefits package! Delivers exceptional service to BMO ...

Retail Banking Sales & Service Part-time 20 hours per week. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial ...

Retail Banking Sales & Service This is a part-time role, typically scheduled for 20 hours a week, but is still eligible for BMO's comprehensive benefits package! Delivers exceptional service to BMO ...

Retail Banking Sales & Service This is a part time position scheduled for 20 hrs per week. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice ...

Showing results 41-60

Retail Banking Associate information

What does a retail banking associate do?

A Retail Banking Associate assists customers with their day-to-day banking needs, such as opening accounts, processing deposits and withdrawals, and answering questions about bank products and services. They help ensure a positive customer experience by providing information, resolving issues, and referring clients to specialized banking staff when necessary. Retail Banking Associates also help maintain accurate records and uphold security procedures to protect customers’ financial information.

What are the key skills and qualifications needed to thrive as a retail banking associate?

To thrive as a Retail Banking Associate, you need strong customer service abilities, basic financial knowledge, and at least a high school diploma or equivalent. Familiarity with banking software, cash handling systems, and sometimes certification in anti-money laundering (AML) practices is often required. Excellent communication, problem-solving, and attention to detail help build trust with clients and efficiently resolve their needs. These skills ensure accurate transactions, customer satisfaction, and compliance with financial regulations, which are critical to the bank's reputation and success.

What is the difference between Retail Banking Associate vs Customer Service Representative?

AspectRetail Banking AssociateCustomer Service Representative
Required CredentialsHigh school diploma; some roles may prefer banking certificationsHigh school diploma or equivalent; customer service experience beneficial
Work EnvironmentBank branches, financial institutionsCall centers, retail stores, bank branches
Employer & Industry UsageFinancial institutions, banksVarious industries including banking, retail, telecom
Common Search & ComparisonYesYes

The Retail Banking Associate primarily works within banks, focusing on financial transactions, account management, and sales. Customer Service Representatives also handle client inquiries but often work across multiple industries, providing general support. While both roles require strong communication skills and customer service experience, Retail Banking Associates typically need some banking-specific knowledge and certifications. They are more specialized within the banking industry, whereas Customer Service Representatives have broader roles across sectors.

What are some common challenges retail banking associates face when assisting customers, and how can these be managed effectively?

Retail Banking Associates often encounter challenges such as handling high volumes of customer inquiries, resolving account discrepancies, and navigating complex financial products. Managing these effectively requires strong communication skills, patience, and a good understanding of bank policies and procedures. Regular training and support from experienced team members also help associates stay updated on regulatory changes and new services, enabling them to provide accurate information and resolve issues efficiently.
What are the most commonly searched types of Retail Banking jobs in California? The most popular types of Retail Banking jobs in California are:
What are popular job titles related to Retail Banking Associate jobs in California? For Retail Banking Associate jobs in California, the most frequently searched job titles are:
What job categories do people searching Retail Banking Associate jobs in California look for? The top searched job categories for Retail Banking Associate jobs in California are:
What cities in California are hiring for Retail Banking Associate jobs? Cities in California with the most Retail Banking Associate job openings:
Infographic showing various Retail Banking Associate job openings in California as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 25% Part Time, 2% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.

Bank Sales & Service Representative (Universal Banker)

First Citizens Bank

Newport Beach, CA

$20.51 - $27.75/hr

Full-time

Re-posted 4 days ago


First Citizens Bank rating

7.4

Company rating: 7.4 out of 10

Based on 106 frontline employees who took The Breakroom Quiz

109th of 171 rated banks


Job description

Overview

At First Citizens Bank, together we become better. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.

The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. The position facilitates customer awareness and education of bank capabilities, tools, and resources, and supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner.

The successful candidate will demonstrate:

Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation

Customer Service Skills: Demonstrates professionalism and empathy in customer interactions

Sales Skills: Ability to support team by making client servicing calls, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist

Adaptability: Has the ability to learn and adapt quickly to new information and technology

Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships

Flexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently


Responsibilities
  • Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
  • Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.

Qualifications

High School Diploma or GED and 6 months customer service, cash handling

Preferred Area of Experience: Sales, prior banking

Skill(s): Financial literacy, Knowledge of retail banking products and services

The base pay for this position is generally between $20.51 to $27.75 per hour. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law.For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Qualifications:

High School Diploma or GED and 6 months customer service, cash handling

Preferred Area of Experience: Sales, prior banking

Skill(s): Financial literacy, Knowledge of retail banking products and services

The base pay for this position is generally between $20.51 to $27.75 per hour. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law.For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Education:UNAVAILABLEEmployment Type: FULL_TIME

What First Citizens Bank employees say

Pay

Benefits

Hours and flexibility

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