Client Service Representative
About The Position
West Coast Community Bank is a top-rated community bank serving businesses and individuals along the Central Coast, in Silicon Valley, and throughout the Bay Area. They pride themselves on relationship-based service with a solutions-driven focus, offering 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 California. Since 2004, they have supported regional well-being through active participation in and donations to local nonprofit organizations, contributing over 2,000 hours of volunteering annually. This on-site position in San Jose places you as the face of the bank, responsible for providing exceptional service to clients while accurately and efficiently handling their financial transactions. You will play a key role in maintaining the bank's 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.
Benefits
- Medical, dental, and vision plans
- Vacation, sick leave, paid Holidays
- Paid volunteer time
- Employer paid life insurance
- 401(k) with employer matching
- Ongoing training, professional development and career advancement opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
