Customer Service Specialist - Los Angeles, CA

Calbanktrust; Los Angeles (CA); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

PTO (Paid Time Off)

401(k) with match

Tuition reimbursement

Job summary

California Bank & Trust in Los Angeles, CA seeks a Customer Service Specialist to deliver friendly service and manage commercial accounts. You will assist customers, set up and maintain commercial accounts, and resolve issues efficiently across departments.

The role emphasizes strong communication, familiarity with Word and Excel, and the ability to collaborate with teams while upholding the bank’s service standards. Schedule is Mon-Fri 8am-5pm with competitive benefits.

Qualifications

• High School diploma and 4 years of related Commercial customer service experience.
• Proficient in Word and Excel.
• Experience with banking processes and customer accounts.
• Ability to research and resolve customer issues.

Responsibilities

• Provides friendly and efficient customer service to assigned bank customers.
• Performs set-up and maintenance of Commercial customer accounts.
• Researches and resolves customer issues.
• Serves as liaison between assigned department and other areas of the bank to ensure customer issues are resolved.
• Performs other tasks or special projects as assigned.

Skills

Customer service

Word processing

Excel

Communication

Education

High School diploma

Tools

Word

Excel

CRM systems

Job description

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.

As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards.

We are looking for a Customer Service Specialist in Los Angeles, CA. This role focuses on providing friendly and efficient customer service to assigned bank customers.

Essential Functions:

• Provides friendly and efficient customer service to assigned bank customers.
• Performs set-up and maintenance of Commercial customer accounts.
• Receives, researches and resolves customer issues.
• Serves as liaison between assigned department and other areas of the bank to ensure customer issues are resolved.
• Performs other tasks or special projects as assigned.

Schedule:

Monday – Friday, 8am - 5pm

Qualifications:

• Typically requires a High School degree or equivalent and 4 years of related Commercial customer service experience.
• Full application of Commercial customer service techniques and practices.
• Knowledge of operational procedures of the assigned department.
• Proficient knowledge of Word and Excel software.
• Medical, Dental and Vision Insurance - START DAY ONE!
• Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
• Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
• Mental health benefits including coaching and therapy sessions
• Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
• Employee Ambassador preferred banking products

This position is eligible to earn a base salary in the range of $29 - $36 hourly depending on job-related factors such as level of experience.

This position will be open until filled.

All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.

Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.

It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.

Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at [e-mail] or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.

California Bank and Trust a division of Zions Bancorporation, N.A. Member FDIC