Banking Customer Service Pro II-III

Golden Route Operations, LLC; Santa Rosa (CA); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

100% employer-paid medical, dental, &-

Vision coverage

Flexible Spending Accounts (FSA)

Life/AD&D/Long-Term Disability

401(k) with employer matching

Tuition reimbursement

Paid volunteer time off

3 weeks of paid vacation

Job summary

Summit State Bank in Santa Rosa is seeking a Customer Service Representative (CSR) II-III for our Main Branch. This full-time, customer-facing role handles day-to-day banking transactions, deposits, and related services.

The CSR II-III delivers outstanding service, promotes bank products, and supports new accounts while maintaining accuracy and regulatory compliance. Prior banking experience is preferred with a focus on customer care and cross-selling opportunities.

Qualifications

• 2+ years of banking experience preferred.
• Strong customer service skills and attention to detail.
• Ability to open new accounts and build customer relationships.

Responsibilities

• Process deposit transactions and related banking services.
• Promote bank products and refer opportunities to Branch Manager.
• Open new consumer and business deposit accounts.
• Maintain accurate records and ensure regulatory compliance.
• Assist with password resets and online banking tasks.
• Support safe deposit operations and teller duties.
• Crosstrain in other branch tasks.

Skills

Customer service

Banking transactions

Regulatory compliance

Cross-selling

Attention to detail

Tools

Online Banking

Business eBanking

Job description

Summit State Bank in Santa Rosa is seeking a Customer Service Representative (CSR) II-III for our Main Branch. This full-time, customer-facing role handles day-to-day banking transactions, deposits, and related services.

The CSR II-III delivers outstanding service, promotes bank products, and supports new accounts while maintaining accuracy and regulatory compliance. Prior banking experience is preferred with a focus on customer care and cross-selling opportunities.