Lead Client Service Associate (Teller) - Palm Springs, CA

California Bank & Trust; Palm Springs (CA); Vor Ort; USD 40.000 - 45.000; Vollzeit

Benefits dieser Stelle

Medical, Dental and Vision Insurance -

Life and Disability Insurance

Paid Parental Leave and Adoption Assis

Health Savings (HSA) and Flexible SP

Paid Training

Paid Time Off (PTO) and 11 Paid Feder

401(k) plan with company match

Profit Sharing

Mental health benefits including coach

Tuition Reimbursement

Employee Ambassador for banking

Zusammenfassung

California Bank & Trust in Palm Springs is seeking a Lead Client Service Associate (Teller) to guide daily teller operations and coach team members toward exceptional client service. This role drives branch goals through effective leadership and proactive customer engagement.

The ideal candidate will have a High School Diploma or equivalent and 4+ years in banking or related roles, with strong math skills and a knack for cross-selling bank products and services. Competitive benefits offered.

Qualifikationen

• High School Diploma or equivalent is required.
• 4+ years banking, cashiering, or customer service experience preferred.
• Ability to cross-sell bank products and services.

Aufgaben

• Lead daily client service associates to ensure efficient branch teller operations.
• Coach staff to improve customer service, sales, and operations.
• Develop action plans with the team to meet branch goals.
• Protect the branch against loss while delivering high-quality client service.
• Maintain up-to-date knowledge of bank procedures and workflows.
• Supervise branch activities in the absence of management.
• Cross-sell lending and other banking products to clients.
• Process cash transactions and support other customer service duties.
• Handle other duties as assigned.

Kenntnisse

Customer service

Leadership

Cross-selling

Interpersonal skills

Ausbildung

High School Diploma or equivalent

4+ years banking, cashiering, customer service, balancing, related experience

Jobbeschreibung

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 seeking a full-time Lead Client Service Associate (Teller) to join California Bank & Trust in Palm Springs. The Lead Client Service Associate plays a key role in leading daily teller operations, coaching team members, and driving client service excellence to support branch goals.

Responsibilities

• Leads the daily activities of client service associates to ensure smooth and efficient branch teller operations.
• Coaches and counsels branch staff to improve customer service, sales, and operational skills through regular on-the-job training.
• Collaborates with team members to develop action plans that drive individual and branch goals.
• Oversees daily activities to protect the branch against loss while delivering high-quality client service.
• Maintains an advanced, up-to-date knowledge of bank procedures and operational workflows.
• Supervises branch activities as needed in the absence of or in conjunction with the branch management team.
• Expands the client base through effective selling techniques, including lending applications, cross-selling bank products, and assisting clients with their overall banking needs.
• Processes cash transactions and handles other customer service duties within the branch as required.
• Other duties as assigned.

Qualifications

• Requires a High School Diploma or equivalent and 4+ years banking, cashiering, customer service, balancing, other related experience, or successful completion of company approved training.
• Demonstrates expert knowledge of cashiering, balancing, debits, credits, bank products, and overall banking practices.
• Utilizes a strong working knowledge of basic mathematics to ensure operational accuracy.
• Possesses solid balancing and customer service skills to support client satisfaction.
• Exhibits the ability to identify client needs and cross-sell appropriate bank products and services.
• Displays strong interpersonal and leadership skills to successfully coach and guide team members.

Benefits

• 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
• 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
• Employee Ambassador preferred banking products

• This position is eligible to earn a base salary in the range of $29-$33 hourly depending on job-related factors such as level of experience.