Columbia Bank

Columbia Bank

Cash Handling Representative

Location : Morro Bay, CA, 93442

Job Type : Other

Date Posted : 28 August 2026

Cash Handling Representative

Job Summary:

The Cash Handling Representative role includes balancing cash drawers, reconciling transactions, and ensuring accuracy across all financial activities.

As the first point of contact for most clients, Cash Handling Representatives play a key role in delivering the bank's Breakthrough Client Service Standards. With guidance from the Branch Manager and Assistant Branch Manager, the primary responsibility of this role is to ensure banking transactions are completed accurately, ethically, and in compliance with Columbia Bank procedures and banking regulations. This position also focuses on maintaining and strengthening client relationships through meaningful conversations that uncover client needs and identify opportunities to provide additional banking products and services.

Our Benefits:

  • Competitive base wages.
  • Comprehensive healthcare coverage including medical, dental, and vision benefits.
  • 401(k) retirement savings plan with employer-matched contributions for qualifying participants.
  • Employee Assistance Program (EAP) providing support for personal and work-related challenges.
  • Life insurance and disability insurance coverage.
  • Tuition assistance.
  • Mental health resources.
  • Identity theft protection.
  • Legal support services.
  • Auto and home insurance options.
  • Pet insurance.
  • Access to an online discount marketplace.
  • Paid time off including vacation, sick leave, volunteer days, and holidays.

Responsibilities include:

  • Performs customer transactions and cash-handling duties with accuracy, care, and confidentiality.
  • Completes daily operational tasks essential to maintaining the branch’s reliability and trust.
  • Reduces risk by securely managing cash drawers and promptly processing accounting or fund transfers.
  • Engages with both internal and external clients, anticipates needs, and consistently delivers proactive solutions aligned with the bank’s Breakthrough Client Service Standards.
  • Continuously expands knowledge of Columbia Bank’s products and services and remains informed of updates and changes.
  • Identifies customer financial needs and recommends appropriate banking products and services.
  • Supports branch referral goals by identifying opportunities and directing customers to appropriate banking partners.

Be part of a bank that invests in your skills and abilities:

  • Competitive incentive plan that rewards dedication and performance.
  • Access to tailored premier banker programs designed to enhance skills and knowledge.
  • Professional growth opportunities with clear career advancement paths.

Qualifications include:

  • High school diploma or GED required.
  • At least one year of banking or customer service experience preferred.
  • Bilingual skills preferred.
  • Ability to learn and comply with all bank policies, procedures, and systems.
  • Demonstrates strong attention to detail and accuracy with numbers and written or verbal instructions.
  • Consistently demonstrates the ability and willingness to build positive relationships with clients and fellow associates.

Pledging to Diversity:

Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics.

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