Customer Service Specialist San Diego, CA

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 associates 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 San Diego CA.This role focuses on providing friendly and efficient customer service to assigned bank customers.

Essential Functions:

• Provides friendly and efficient customer service to assigned bank customers.

• Performs set-up and maintenance of customer accounts.

• Receives researches and resolves customer issues.

• Serves as a liaison between assigned department and other areas of the bank to ensure customer issues are resolved.

• Performs other tasks or special projects as assigned.

Schedule: Monday Friday 8am - 5pm

Qualifications:

• Typically requires a High School degree or equivalent and 4 years of related customer service experience.

• Full application of customer service techniques and practices.

• Knowledge of operational procedures of the assigned department.

• Working knowledge of Word and Excel software.

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 $5250 per calendar year employees are eligible for the program upon hire

• Employee Ambassador preferred banking products

This position is eligible to earn a base salary in the range of $66330 - $73000 annually depending on job-related factors such as level of experience.