Branch Operations & Customer Experience Specialist

Westamerica-Bank; Lakeport (CA); On-site; USD 38,000 - 52,000; Full time

Job summary

Westamerica Bank in Lakeport, CA is seeking a customer service oriented team member to handle daily branch operations, provide quality service, and promote bank products. This full-time role requires strong math skills, cash handling accuracy, and a teamwork mindset.

Responsibilities include delivering 5 Points of Service, cross-selling products, handling inquiries, and supporting branch goals while adhering to security and compliance standards in a busy retail banking environment.

Qualifications

• Good customer relations and basic math skills required.
• Retail banking experience preferred.
• Ability to make outbound service or sales calls and follow procedures.

Responsibilities

• Provide quality teller/service to customers and promote bank products.
• Meet sales and service goals; assist with opening/closing of accounts.
• Cross-sell appropriate products and services to clients and prospects.
• Maintain compliance with security, cash handling, and policy requirements.

Skills

Customer service

Sales skills

Communication

Cash handling

Teamwork

Tools

10-key machine

ATM operations

Branch software

Job description

Westamerica Bank in Lakeport, CA is seeking a customer service oriented team member to handle daily branch operations, provide quality service, and promote bank products. This full-time role requires strong math skills, cash handling accuracy, and a teamwork mindset.

Responsibilities include delivering 5 Points of Service, cross-selling products, handling inquiries, and supporting branch goals while adhering to security and compliance standards in a busy retail banking environment.