Client Service Representative

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

Description

Who We Are

West Coast Community 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.

Delivery of relationship-based service with a solutions-driven focus sets us apart from the competition. We offer direct access to decision-makers combined with modern banking technologies and digital tools. The Bank is a leading SBA lender in Santa Cruz County and Silicon Valley and a top USDA lender in the state of California.

Since opening in 2004, we have proudly upheld our commitment to support regional well-being by actively participating in and donating to local nonprofit organizations. We engage in impactful volunteerism and support the greater economic vitality within our four-county reach, contributing more than 2,000 hours of volunteering annually.

Position Overview

This position is on-site at our San Jose location.

As a Client Service Representative, you’ll be the face of the bank, providing exceptional service to our clients while accurately and efficiently handling their financial transactions. You’ll play a key role in maintaining our high standards of client care and operational excellence.

Essential Job Functions

• Demonstrate a solid understanding of all bank products and services.
• Deliver service that aligns with the Bank’s Client Service Standards and Core Values.
• Greet clients in a friendly, professional, and courteous manner.
• Accurately process a variety of transactions, including:
  • Check cashing and deposits
  • Fund verification and account balance inquiries
  • Loan payments and other routine banking transactions
• Maintain compliance with all cash handling procedures and balancing requirements.
• Follow the Bank’s Client Identification Procedures to ensure secure and accurate service.
• Provide prompt and professional support to clients in person and via telephone.
• Complete all mandatory compliance and training courses on time.
• Performs additional duties as assigned that are consistent with the business needs of the Bank and the scope, responsibilities, and level of the role.

Requirements

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:

The physical demands described here are representative of those that must be met by a teammate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee may be regularly required to stand, sit, talk, hear, reach, stoop, kneel, and use hands and fingers to operate typical office equipment such as a computer, telephone, mouse and keyboard.
• Specific vision abilities required by this job include close vision requirements due to computer work.
• Light to moderate lifting may be required.
• Regular, predictable attendance is required; including the occasional evening and weekend work as business demands dictate.
• Travel between company locations as needed.

Work Environment

The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Moderate noise (i.e., business office with computers, phone, and printers, moderate traffic).
• Ability to work in a confined area.
• Ability to sit or stand at a computer terminal for an extended period.

*To ensure a consistent hiring process, we do not accept unsolicited resumes from third-party recruiters or agencies. Submissions without prior approval will not be considered.