Question
2-5

Retail Banking Specialist - Beachwood, OH Branch

3/5/2026

This role involves processing various customer transactions accurately, including the opening, servicing, and closing of deposit account products like CDs and Savings Accounts. Specialists must also conduct standard teller duties, enhance customer satisfaction, and participate in mandatory Community Reinvestment Act (CRA) activities.

Working Hours

40 hours/week

Company Size

11-50 employees

Language

English

Visa Sponsorship

No

About The Company
Monet is focused on modern banking solutions that connect today’s financial technologies through secure, reliable, and trusted services. Monet Bank is an Equal Opportunity Employer, including disability/veterans.
About the Role

Job Description

Summary:

Come join our thriving retail banking team and bring your passion for great customer service! Our Retail Banking Specialists are part of a small, vital, hands-on team who provide exceptional frontline service and support to our current and prospective customers. In this essential role for Monet Bank (operating under the Beal Bank Texas charter), you will ensure all bank policies, procedures and regulatory compliance are adhered to on a daily basis through effective communications, strong product knowledge and a friendly, responsive approach. Rather than focus on sales goals, the Bank is known for our competitive rates, secure growth and great service.

 

This position is based at the Beachwood, Ohio location with working hours from 8am to 5pm Monday through Friday. 

 

Essential Job Duties & Responsibilities (Include but are not limited to):

  • Process a variety of customer transactions accurately and efficiently in accordance with bank policies, procedures and regulations, including the opening, servicing and closing of all account products (CDs, Money Market, Statement Savings and Retirement Accounts)
  • Required participation in Community Reinvestment Act (CRA) activities by volunteering during business hours with qualifying organizations, ensuring all mandatory monthly metrics for the branch are met
  • Conduct teller transactions such as cashing checks, processing deposits and withdrawals, issuing Monetary Instruments, placing stop payments, etc.
  • Enhance the overall customer satisfaction and the professional reputation of the Bank by warmly greeting, engaging and developing good professional relationships with customers
  • Perform opening, closing and other branch duties
  • Balance cash drawer and assist with cash vault balancing
  • Open and process incoming mail
  • Complete logs, reports and control checks while maintaining a neat and organized work area
  • Answer incoming phone calls, address customer questions and concerns and escalate any problems or disputes to appropriate internal resources for resolution
  • Image documents and performing quality control checks
  • Practice branch security procedures and protect customer confidentiality and privacy

 

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

  • Prior experience as a teller or new account representative preferred
  • Minimum 2-4 years customer service experience
  • High School diploma or equivalent required
  • Professional appearance and demeanor
  • Proficiency with 10 key touch, Microsoft Office and knowledge of or the ability to quickly learn banking software applications
  • Demonstrated good attendance and punctuality
  • Strong attention to detail with high concern for data accuracy
  • Customer service orientation with effective problem-solving and ability to maintain composure and a positive attitude when interacting with customers and team members
  • Outstanding listening and interpersonal communication skills, both written and verbal
  • Knowledge of or ability to quickly learn banking products, services, policies, procedures and regulatory guidelines
  • Critical thinking and decision-making skills
  • Excellent organizational skills with proven ability to prioritize and manage multiple projects in a fast-paced environment
  • Self-motivated
  • Overnight and out of town travel is possible on occasion

 

Benefits options include: 

  • Medical, dental and vision coverage
  • 401K with company match
  • 11 paid holidays 
  • Accrue up to 17 vacation/sick days per year in your first year on a pro rata basis
  • Applicant may be eligible for annual discretionary bonus

 

No relocation assistance provided.

 

If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you. 

 

Monet Bank and their affiliates are Equal Opportunity Employers. Monet Bank and their affiliates do not discriminate against any candidate or employee on the basis of race, national origin, color, genetics, sex, marital status, sexual orientation, gender identity, age, disability, pregnancy, religion or religious affiliation, veteran or service member status, or any other characteristic protected by federal, state or local laws.

 

All applicants have rights under federal employment laws. To view your rights and government notices on the Family Medical Leave Act (FMLA), the Equal Employment Opportunity (EEO) and the Employee Polygraph Projection Act (EPPA), please see the following Department of Labor links: FMLA EEO EPPA

 

Notice to California Residents: Monet Bank and their affiliates may collect personal information about you as part of the job application or employment process. Please see the California Privacy Rights Act Policies at CPRA PolicyCPRA Policy | CLMG CorpCPRA | CSG Investments  CPRA Policy |  for details.

Key Skills
Customer ServiceAccount OpeningAccount ServicingAccount ClosingTeller TransactionsCash Drawer BalancingRegulatory ComplianceProduct KnowledgeProblem-SolvingAttention To DetailInterpersonal CommunicationCritical ThinkingOrganizational SkillsPrioritizationMicrosoft Office10 Key Touch
Categories
Finance & AccountingRetailCustomer Service & SupportAdministrative
Benefits
MedicalDentalVision coverage401K with company matchPaid holidaysVacation/sick daysAnnual discretionary bonus
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Retail Banking Specialist - Beachwood, OH Branch - InterviewPal Jobs