Client Service Representative

Client Service Representative

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 our Capitola 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 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.

Knowledge, Skills & Abilities:

• 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:

• 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:

• 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.