Client Service Representative

West Coast Community Bank•Capitola, CA

8d•Onsite

About The Position

This position is on-site at our Capitola location. 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.

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.
Performs additional duties as assigned that are consistent with the business needs of the Bank and the scope, responsibilities, and level of the role.