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 associate’s 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.

• 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.

Monday – Friday, 8am - 5pm

• 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.

• 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 $5,250 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 $66,330 - $73,000 annually depending on job‑related factors such as level of experience.