Senior Client Service Associate - Chula Vista, 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 Client Service Associate (Teller) Lead to provide top-notch customer service to our clients and customers at our Chula Vista, CA branch. This role focuses on accurately processing debit and credit transactions in compliance with established policies and procedures, while maintaining an acceptable balancing record.
Requirements
- Requires a High School Diploma or equivalent and 2+ years banking, cashiering, customer service, balancing, other related experience, or successful completion of company approved training.
- Advanced knowledge of cashiering, balancing, debits, credits, bank products and/or banking.
- Working knowledge of math
- Must have solid balancing and customer service skills.
- Ability to cross-sell bank products based on clients' needs.
Nice To Haves
- Spanish Language Skills highly preferred
Responsibilities
- Responsible for accurately processing debit and credit transactions in compliance with established policies and procedures, while maintaining an acceptable balancing record.
- Identifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc.
- Resolves clients' problems either through direct personal action or referral to alternative branch or bank resources.
- Identifies and maximizes cross-sell banks opportunities through exploring needs.
- Other duties as assigned.
Benefits
- Medical, Dental and Vision Insurance - START DAY ONE!
- Life and Disability Insurance, Paid Paternal 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
- 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
- Employee Ambassador preferred banking products
- This position has the potential to be an officer level position for the right candidate
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
Industry
Credit Intermediation and Related Activities
Education Level
High school or GED
Number of Employees
1,001-5,000 employees
