Client Service Representative jobs in United States
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West Coast Community Bank · 13 hours ago

Client Service Representative

positionCapitola,CA,US
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

West Coast Community Bank is a top-rated community bank focused on serving the banking needs of businesses and individuals along the Central Coast. The Client Service Representative will provide exceptional service to clients while handling financial transactions and maintaining high standards of client care.

BankingFinancial Services
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Growth Opportunities

Responsibilities

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

Qualification

Cash handling experienceCommunication skillsDetail orientedFriendly & outgoingCaring attitudeReliable & dependableAptitude for new softwareTeam playerTrustworthy

Required

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

Preferred

Previous cash handling experience

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

Company

West Coast Community Bank

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ABOUT WEST COAST COMMUNITY BANK Founded in 2004, West Coast Bank is the wholly owned subsidiary of its holding company, West Coast Community Bancorp.
dateFounded in 2003
location
Santa Cruz, California, USA
people-size201-500 employees
web-link
http://santacruzcountybank.com

Funding

Current Stage
Growth Stage

Leadership Team

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Maxwell Sinclair
Executive Vice President & Chief Risk Officer
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Recent News

Seattle TechFlash
Bay Area community bank merger leads to gains
2025-04-26
Seattle TechFlash
Silicon Valley banks rebrand as West Coast Community Bank, eye San Jose expansion
2025-04-02
Morningstar, Inc.
Santa Cruz County Bank Named One of America's Best Regional Banks 2025 by Newsweek
2025-02-14
Company data provided by crunchbase