Branch Customer Experience & Sales Specialist

Westamerica-Bank; Sanger (CA); On-site; USD 36,000 - 60,000; Full time

Job summary

Westamerica Bank in California is seeking a customer-focused service professional to join our branch team as a Customer Service Associate. You will deliver high-quality service, promote bank products, and support daily operations.

The role emphasizes meeting sales goals, cross-selling appropriate services, handling transactions accurately, and maintaining compliance. You will work under supervision in a busy branch, ensuring a positive experience for customers and colleagues.

Qualifications

• Good customer relations and basic math skills required.
• Experience in banking or cash handling is preferred.
• Strong communication and sales ability.

Responsibilities

• Deliver 5 Points of Service to external customers.
• Cross-sell appropriate products and services to clients and prospects.
• Meet outbound service or sales calls as directed by CSM.
• Assist CSM with internal sales activity for new product and service referrals.
• Provide coverage for operations and platform activities, including opening and closing of accounts.

Skills

Customer service

Sales

Communication

Problem solving

Attention to detail

Cash handling

Education

High school diploma

Tools

Cash register

Job description

Westamerica Bank in California is seeking a customer-focused service professional to join our branch team as a Customer Service Associate. You will deliver high-quality service, promote bank products, and support daily operations.

The role emphasizes meeting sales goals, cross-selling appropriate services, handling transactions accurately, and maintaining compliance. You will work under supervision in a busy branch, ensuring a positive experience for customers and colleagues.