Client Services Representative (Banking), Sr. jobs in Santa Cruz, CA

Client Services Representative (Banking), Sr. acts as the customer's go-to banking resource to deliver in-branch services, referrals, and product information, resulting in enhanced satisfaction and broadened customer relationships. Identifies customer needs and uses current knowledge of all bank products and services to explain, promote, and cross-sell products and services. Being a Client Services Representative (Banking), Sr. processes basic branch service transactions and refers customers to the right resource to facilitate other banking requests. Provides research and solutions to account issues, answers to customer inquiries, and education and training on banking self-service technology. Additionally, Client Services Representative (Banking), Sr. requires a high school diploma. Typically reports to a supervisor. The Client Services Representative (Banking), Sr. works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. To be a Client Services Representative (Banking), Sr. typically requires 3-5 years of related experience. (Copyright 2024 Salary.com)

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Client Service Representative I
  • Santa Cruz County Bank
  • Santa Cruz, CA FULL_TIME
  • Description

    About the Role:

    As a Client Service Representative/Bank Teller, you’ll be the first person to greet our clients when entering the bank. You’ll provide friendly service while completing transactions, recommending products/services to help people meet their goals, and refer clients to other specialists at the bank when appropriate. With each transaction, you will ensure compliance with our policies, procedures and security requirements.


    Who We Are & What We Do:

    If you’re looking for an exciting career opportunity, you’re in the right place. Santa Cruz County 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 engage in impactful volunteering and support the greater economic vitality within our tri-county reach. Our success is due to our amazing team of exceptional, experienced, knowledgeable, and success-oriented employees.


    We’ve been recognized with numerous community leadership awards and our team gives 2000 hours of volunteer service each year. A few honors we’ve received locally, include:

    • Good Times Best of Santa Cruz, Best Bank – 11 consecutive years
    • Santa Cruz Sentinel Reader’s Choice, #1 Best Bank – 8 years
    • Santa Cruz County Chamber of Commerce – Business of the Year 2018 and 2021
    • Press Banner’s Best of Scotts Valley, Best Bank
    • Register Pajaronian’s Best of Pajaro Valley, Best Bank
    • Second Harvest Food Bank, Big Step and Platinum Awards for Holiday Food and Fund Drive
    • Farm Bureau of Santa Cruz County and Agri-Culture, Al Smith Friend of Agriculture Award

    Requirements

    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: Work is performed in a bank branch environment and requires the ability to operate standard office equipment and keyboards. Must have the ability to stand, walk and sit; talk or hear, both in person and by telephone; use hands to finger, handle or feel objects or controls; reach with hands and arms. Regularly required to stoop, kneel, bend, crouch or lift up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, depth perception, color vision and the ability to adjust focus.


    Work Environment: Employee must be able to work with general office equipment. Equipment used is general office equipment including computer, postage machine, fax machine, copier, cash counting & scanning equipment.


    Our Recruiting Process: If your application is selected, we'll reach out to schedule a panel interview where you'll meet various members of our team; the hiring manager, HR manager, and a few other folks - we like to make sure this job will be a fit for everyone! Following the panel interview, if you are selected to continue in the process, we'll schedule an in-person interview in one of our branch locations. If you are offered and accept the job, we'll begin the background screening process and prepare for your starting day!

  • 24 Days Ago

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Medical assistant
  • HealthEcareers - Client
  • Scotts, CA FULL_TIME
  • Job Summary : Assists in examination and treatment of patients under the direction of the Physician and / or Designee. Essential Responsibilities : Interviews patients and measure vital signs and othe...
  • 11 Days Ago

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Medical assistant
  • HealthEcareers - Client
  • Santa Cruz, CA FULL_TIME
  • Job Summary : Assists in examination and treatment of patients under the direction of the Physician and / or Designee. Essential Responsibilities : Interviews patients and measure vital signs and othe...
  • 11 Days Ago

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Sr. Parking Representative
  • University of California - Santa Cruz
  • Santa Cruz, CA FULL_TIME
  • JOB POSTING HOW TO APPLYFor full consideration, applicants should attach their resume and cover letter when applying for a job opening. For guidance related to the application process or if you are ex...
  • 17 Days Ago

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Patient Services Representative / Phlebotomist
  • GTT, LLC
  • Watsonville, CA FULL_TIME
  • Patient Services Representative / Phlebotomist Pay rate up to $8.53 - $23.13/hr Job Description: The Patient Services Representative I (PSR I) represents the face of the company to patients who come i...
  • 8 Days Ago

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Member Services Representative (Teller)
  • Bay Federal Credit Union
  • Santa Cruz, CA FULL_TIME
  • What we’re looking for: A Member Services Representative (Teller) proactively works with members to process their financial transactions, provide accurate information and appropriately communicate pro...
  • 10 Days Ago

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0 Client Services Representative (Banking), Sr. jobs found in Santa Cruz, CA area

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Client Service Representative
  • VCA Animal Hospitals
  • San Jose, CA
  • Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Anima...
  • 4/16/2024 12:00:00 AM

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Client Services Associate
  • Evolve Talent Partners
  • Redwood City, CA
  • Client Service Associate Wealth Management Firm Redwood City, California Established wealth management firm is seeking a...
  • 4/15/2024 12:00:00 AM

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Veterinary Client Service Representative - Part Time, Evenings
  • Medvetforpets
  • Campbell, CA
  • **Description** MedVet is a fast-growing Emergency and Specialty provider with practices nationwide. We help our patient...
  • 4/15/2024 12:00:00 AM

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Travel Physical Therapist - $2,412 per week
  • TRS Healthcare
  • Santa Cruz, CA
  • Ardor Health Solutions is seeking a travel Physical Therapist for a travel job in Santa Cruz, California. Job Descriptio...
  • 4/15/2024 12:00:00 AM

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Travel Speech Language Pathologist - $2,278 per week
  • TRS Healthcare
  • Capitola, CA
  • Ardor Health Solutions is seeking a travel Speech Language Pathologist for a travel job in Capitola, California. Job Des...
  • 4/14/2024 12:00:00 AM

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After Hours Customer Service Representative
  • Bellowsservice
  • Santa Cruz, CA
  • **After Hours Customer Service Representative** * Santa Cruz, CA * Full-Time * Administration * After Hours Customer Ser...
  • 4/14/2024 12:00:00 AM

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Remote Client Service Representative
  • Pierre Strand
  • Sunnyvale, CA
  • Are you on the lookout for your next thrilling career opportunity in the world of sales? Look no further, as your journe...
  • 4/13/2024 12:00:00 AM

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PWM Registered Client Service Associate
  • Morgan Stanley
  • Menlo Park, CA
  • POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client...
  • 4/12/2024 12:00:00 AM

Santa Cruz (/ˈsæntə ˈkruːz/, Spanish: Holy Cross) is the county seat and largest city of Santa Cruz County, California. As of 2013 the U.S. Census Bureau estimated Santa Cruz's population at 62,864. Situated on the northern edge of Monterey Bay, about 32 mi (51 km) south of San Jose and 75 mi (120 km) south of San Francisco, the city is part of the 12-county San Jose-San Francisco-Oakland Combined Statistical Area. Santa Cruz is known for its moderate climate, natural environment, coastline, redwood forests, alternative community lifestyles, and socially liberal leanings. It is also home to th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking), Sr. jobs
$52,705 to $66,796
Santa Cruz, California area prices
were up 2.5% from a year ago

Client Services Representative (Banking), Sr. in Galveston, TX
As a Client Service Representative, you’ll deliver a personalized, caring experience for our clients in the financial centers and get to know them and understand their life priorities as you provide their financial services.From day one, you’ll receive training from our award-winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience.
December 02, 2019
Client Services Representative (Banking), Sr. in Orange, CA
We stand by our clients each and every day giving them the power to realize their personal financial goals and help make their financial lives better.
November 29, 2019
Client Services Representative (Banking), Sr. in Anderson, IN
We always put our clients first to meet their evolving needs.
February 12, 2020