Customer Service Specialist- Chino or Los Angeles, CA
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 in Chino or Los Angeles CA. This role focuses on providing friendly and efficient customer service to assigned bank customers.
Requirements
- High School degree or equivalent and 4 years of related customer service experience.
- Full application of customer service techniques and practices.
- Working knowledge of Word and Excel software.
Nice To Haves
- Commercial new accounts experience preferred.
- Knowledge in Treasury Management products and services preferred.
- Knowledge in operations preferred.
- Knowledge in Commercial Real Estate preferred.
- Strong typing skills; 35 words per minute 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
