Client Service Representative
West Coast Community Bank • Monterey, CA16d • $20 - $23 • Onsite
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Client Service Representative
West Coast Community Bank•Monterey, CA
•$20 - $23•Onsite
About The Position
If you’re looking for an exciting career opportunity, you’re in the right place. West Coast Community Bank is a top-rated community bank with a focus on serving the banking needs of businesses and individuals along the Central Coast, in Silicon Valley and throughout the Bay Area. We operate full-service branches in Aptos, Capitola, Cupertino, King City, Monterey, Salinas, San Luis Obispo, Santa Cruz, Scotts Valley and Watsonville. Delivery of relationship-based service with a solutions-driven focus sets us apart from the competition. We offer 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 the state of California. Since opening in 2004, we have proudly upheld our commitment to support regional well-being by actively participating in and donating to local nonprofit organizations. We engage in impactful volunteerism and support the greater economic vitality within our four-county reach, contributing more than 2,000 hours of volunteering annually. Our success is driven by our exceptional team — experienced, knowledgeable and focused on delivering results! National, regional and local honors we’ve received include: Newsweek – America’s Best Regional Banks and Credit Unions 2025 American Banker Magazine – Top 100 Best Performing Community Banks in the U.S., 10 years Good Times – Readers’ Poll, Best Bank in Santa Cruz County, 13 years Santa Cruz Sentinel – Readers’ Choice, Best Bank in Santa Cruz County, 10 years Farm Bureau of Santa Cruz County and Agri-Culture – Al Smith Friend of Agriculture Award Second Harvest Food Bank – Big Step and Platinum Awards for Holiday Food and Fund Drive Santa Cruz Area Chamber of Commerce – Business of the Year 2025, 2021 and 2018 The Pajaronian – Best of the Pajaro Valley 2024 Readers’ Poll, Best Bank The Press Banner – The Best of Scotts Valley 2024 Readers’ Poll, Best Local Bank Position Overview: 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. This position is on-site at ourMonterey location.
Requirements
- This is an entry level position into the world of banking, therefore no special experience is required.
- 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.
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
Number of Employees
251-500 employees
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