Client Service Representative I

If youre looking for an exciting career opportunity youre 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 2000 hours of volunteering annually.

Our success is driven by our exceptional team experienced knowledgeable and focused on delivering results!

National regional and local honors weve received include:

• Newsweek Americas 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 Yearand 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 youll be the face of the bank providing exceptional service to our clients while accurately and efficiently handling their financial transactions. Youll play a key role in maintaining our high standards of client care and operational excellence. This position is on-site at our San Luis Obispo location.

Key Responsibilities include but are not limited to:

• Demonstrate a solid understanding of all bank products and services.
• Deliver service that aligns with the Banks 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 Banks 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.

Knowledge Skills & Abilities:

This is an entry level position into the world of banking therefore no special experience is required. However you have the potential to be a great fit if these terms describe you:

• 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
• Previous cash handling experience preferred.

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

Physical Demands:

The physical demands described here are representative of those that must be met by a teammate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job the employee may be regularly required to stand sit talk hear reach stoop kneel and use hands and fingers to operate typical office equipment such as a computer telephone mouse and keyboard.
• Specific vision abilities required by this job include close vision requirements due to computer work.
• Light to moderate lifting may be required.
• Regular predictable attendance is required; including the occasional evening and weekend work as business demands dictate.
• Travel between company locations as needed.

Work Environment

The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Moderate noise (i.e. business office with computers phone and printers moderate traffic).
• Ability to work in a confined area.
• Ability to sit or stand at a computer terminal for an extended period.

Work Authorization:
At this time we are unable to provide visa sponsorship for employment. Candidates must be legally authorized to work in the United States without the need for current or future sponsorship.

Recruiting Agencies:
We are not accepting unsolicited resumes or candidate submissions from third-party recruiters or staffing agencies for this position. Please do not send applicants.