Client Service Associate — Banking & Payments

West Coast Community Bank; San Jose (CA); On-site; USD 40,000 - 52,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Paid time off

Volunteer time

Life insurance

401(k) match

Training & development

Job summary

West Coast Community Bank in San Jose is seeking a Client Service Representative to be the face of the bank, delivering exceptional service while accurately handling financial transactions. You’ll greet clients, process deposits and cash checks, verify funds, and support colleagues to maintain high standards of client care and operational excellence.

This entry-level role offers training and growth opportunities, with benefits and a collaborative team environment.

Qualifications

• Entry-level role; no prior experience required.
• Excellent written and verbal communication.
• Ability to learn new computer systems and software.

Responsibilities

• Greet clients in a friendly, professional manner.
• Process transactions including deposits, check cashing, loan payments.
• Maintain compliance with cash handling procedures.
• Provide support in person and over the phone.

Skills

Customer service

Communication skills

Cash handling

Team player

Attention to detail

Reliability

Public interaction

Adaptability

Tools

POS systems

Job description

West Coast Community Bank in San Jose is seeking a Client Service Representative to be the face of the bank, delivering exceptional service while accurately handling financial transactions. You’ll greet clients, process deposits and cash checks, verify funds, and support colleagues to maintain high standards of client care and operational excellence.

This entry-level role offers training and growth opportunities, with benefits and a collaborative team environment.