We are looking for an Accounting Analyst to join a financial services organization in Stockton, California on a contract basis with the potential for a permanent role. This position is well suited for someone who combines strong customer service instincts with dependable transaction accuracy in a fast-paced branch environment. The role supports day-to-day financial activity, assists clients with routine account needs, and helps maintain orderly records and controls across teller and accounting-related functions.
Responsibilities:
- Manage routine financial transactions, including deposits, withdrawals, transfers, and loan or bill payments, with a high degree of accuracy.
- Reconcile cash activity at the end of each business day and investigate any discrepancies to ensure balanced records.
- Respond to customer questions regarding account activity, service options, and standard banking procedures in a courteous and accurate manner.
- Maintain organized transaction documentation and update records in accordance with internal controls and compliance standards.
- Recognize opportunities to introduce customers to relevant financial products and services based on their needs.
- Support accounting operations tied to accounts payable, accounts receivable, billing, and account reconciliation activities as assigned.
- Use banking and accounting systems to enter transaction details, review account information, and preserve data accuracy.
- Collaborate with branch and operations staff to ensure smooth daily service and consistent adherence to established procedures.
- At least 2 years of experience in cash handling, accounting support, or customer-facing financial services work.
- Practical knowledge of accounts payable, accounts receivable, billing processes, reconciliation, and general accounting tasks.
- Prior experience in a bank, credit union, or similar financial institution is preferred.
- Strong verbal communication skills with the ability to assist customers clearly and professionally.
- Solid attention to detail and comfort working with numbers, balancing transactions, and resolving errors.
- Basic computer proficiency, including the ability to navigate financial systems and standard office software.
- Ability to handle sensitive financial information with discretion and maintain confidentiality at all times.