Client Service Associate Lead La Jolla, CA
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Job Location:
San Diego, CA - USA
Hourly Salary:
$ 27 - 29
Posted on:
22 hours ago
Vacancies:
1 Vacancy
Job Summary
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.
TheClient Service Associate Lead leads the daily activities of client service associates (tellers) in La Jolla CA. If you are passionate about being part of a community being a team player and helping others reach their financial goals then we are interested in speaking with you!
Essential Functions:
Leads the daily activities of client service associates.
Coaches and counsels branch staff to improve customer service sales and operational skills by providing on-the-job training.
Helps develop action plans to meet individual and branch goals.
Ensures the branch provides quality service while protecting against loss.
Maintains advanced knowledge of branch operations.
May supervise branch activities in the absence of or in conjunction with branch management team.
Expand client base through successful selling and coaching techniques including lending applications cross-selling of bank services and products and assisting clients in every area of banking.
May be responsible for processing cash transactions and other customer service duties within the branch.
Other duties as assigned.
Qualifications:
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.
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 $27 - $29 hourly depending on job-related factors such as level of experience.
Required Experience:
IC
Key Skills
- Restaurant Experience
- Time Management
- Food Service
- Data Entry
- Customer Service
- Direct Support
- Computer Skills
- Serving Experience
- Medical office experience
- Dietary Department Experience
- Medical Terminology
- Phone Etiquette
About Company
We are looking for a Relationship Banker (Commercial Lending) in San Diego, CA. This role focuses on identifying appropriate lending opportunities,...
