Client Service Representative I

West Coast Community Bank•San Luis Obispo, CA

2d•$20 - $23•Onsite

About The Position

If you’re looking for an exciting career opportunity, you’re in the right place. West Coast Community Bank is a top-rated community bank with a focus on serving the banking needs of businesses and individuals along the Central Coast, in Silicon Valley and throughout the Bay Area. We operate full-service branches in Aptos, Capitola, Cupertino, King City, Monterey, Salinas, San Luis Obispo, Santa Cruz, Scotts Valley and Watsonville. Delivery of relationship-based service with a solutions-driven focus sets us apart from the competition. We offer direct access to decision-makers combined with modern banking technologies and digital tools. The Bank is a leading SBA lender in Santa Cruz County and Silicon Valley and a top USDA lender in the state of California. Since opening in 2004, we have proudly upheld our commitment to support regional well-being by actively participating in and donating to local nonprofit organizations. We engage in impactful volunteerism and support the greater economic vitality within our four-county reach, contributing more than 2,000 hours of volunteering annually. Our success is driven by our exceptional team — experienced, knowledgeable and focused on delivering results! National, regional and local honors we’ve received include: Newsweek – America’s Best Regional Banks and Credit Unions 2025 American Banker Magazine – Top 100 Best Performing Community Banks in the U.S., 10 years Good Times – Readers’ Poll, Best Bank in Santa Cruz County, 13 years Santa Cruz Sentinel – Readers’ Choice, Best Bank in Santa Cruz County, 10 years Farm Bureau of Santa Cruz County and Agri-Culture – Al Smith Friend of Agriculture Award Second Harvest Food Bank – Big Step and Platinum Awards for Holiday Food and Fund Drive Santa Cruz Area Chamber of Commerce – Business of the Year 2025, 2021 and 2018 The Pajaronian – Best of the Pajaro Valley 2024 Readers’ Poll, Best Bank The Press Banner – The Best of Scotts Valley 2024 Readers’ Poll, Best Local Bank Position Overview: As a Client Service Representative, you’ll be the face of the bank, providing exceptional service to our clients while accurately and efficiently handling their financial transactions. You’ll play a key role in maintaining our high standards of client care and operational excellence. This position is on-site at our San Luis Obispo location.

Requirements

Trustworthy
Caring attitude
Friendly & outgoing
Comfortable working with the public
Reliable & dependable
Team player
Detail oriented
Excellent communication skills, both written and verbal
Aptitude for working with new computer systems and software

Nice To Haves

Previous cash handling experience preferred.

Responsibilities

Demonstrate a solid understanding of all bank products and services.
Deliver service that aligns with the Bank’s Client Service Standards and Core Values.
Greet clients in a friendly, professional, and courteous manner.
Accurately process a variety of transactions, including: Check cashing and deposits Fund verification and account balance inquiries Loan payments and other routine banking transactions
Maintain compliance with all cash handling procedures and balancing requirements.
Follow the Bank’s Client Identification Procedures to ensure secure and accurate service.
Provide prompt and professional support to clients in person and via telephone.
Complete all mandatory compliance and training courses on time.