Client Service Associate Lead Lancaster, 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.

TheClient Service Associate Leadleads the daily activities of client service associates (tellers) atourLancaster CA branch. 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 andcounselsbranch staff to improve customer servicesalesand 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 withbranchmanagement team.

• Expandclientbase through successful selling and coaching techniques including lending applications cross-selling of bank services and products andassistingclients in every area of banking.

• Maybe responsible forprocessing cash transactions and other customer service duties within the branch.
• You may be reassigned to an alternate location depending on business needs within a reasonable distance (30 miles of branch location) and given proper notice.

• Other duties as assigned.

Qualifications:

• Requires a High School Diploma or equivalent and 2yearsbanking cashiering customer service balancing other related experience or successful completion of company approved training.

• Advanced knowledge of cashiering balancing debits credits bankproductsand/or banking.

• Working knowledge of math.

• Musthave solidbalancingand customer service skills.

• Ability to cross-sell bank products based onclientsneeds.

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 $26- $28hourly depending on job-related factors such as level of experience.