Customer Service Specialist - Los Angeles, CA

California Bank & Trust • Los Angeles, CA

3d • Onsite

About The Position

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards. We are looking for a Customer Service Specialist to join our team.

Requirements

• Typically requires a High School degree or equivalent and 6 years of customer service experience in Banking including 2 years specific experience in the assigned area of Commercial Deposits or Commercial Real Estate.
• Broad application of customer service techniques and practices.
• Strong knowledge of operational procedures for the assigned department.
• Proficient knowledge of Word and Excel and the internal software of the assigned department.

Nice To Haves

• Commercial New accounts experience preferred
• Knowledge in Treasury Management products and services preferred

Responsibilities

• Provides friendly and efficient customer service to assigned Commercial bank customers.
• Performs set-up and maintenance of Commercial customer accounts.
• Receives, researches, and resolves Commercial customer issues.
• Serves as liaison between assigned department and other areas of the bank to ensure customer issues are resolved.
• Performs other tasks or special projects as assigned.

Benefits

• Medical, Dental and Vision Insurance - START DAY ONE!
• Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
• Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
• Mental health benefits including coaching and therapy sessions
• Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
• Employee Ambassador preferred banking products

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED