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

Zions Bancorporation; Palm Springs (CA); On-site; USD 40,000 - 45,000; Full time

Benefits offered by this job

Health Insurance – Start Day One

Life and Disability Insurance

401(k) with company match

Job summary

California Bank & Trust, a division of Zions Bancorporation, seeks a Lead Client Service Associate (Teller) in Palm Springs, CA. Lead daily teller operations, coach staff, and drive client service excellence to achieve branch goals.

The role requires a high school diploma and 4+ years in banking with strong cash handling and math skills, plus cross-selling bank products and services. Competitive benefits and day-one eligibility apply.

Qualifications

• High School Diploma or equivalent; 4+ years in banking, cashiering, or related experience.
• Expert knowledge of cashiering, balancing, debits and credits.
• Strong math skills to ensure operational accuracy.
• Ability to identify client needs and cross-sell bank products and services.
• Leadership and coaching abilities to guide team members.

Responsibilities

• Lead daily teller operations and client service associates.
• Coach staff and provide on-the-job training.
• Develop action plans with team to meet branch goals.
• Oversee branch activities to protect assets and deliver high-quality service.
• Maintain up-to-date knowledge of bank procedures and workflows.

Skills

Customer service

Leadership

Coaching

Cross-selling

Interpersonal skills

Math proficiency

Education

High School Diploma or equivalent

Tools

Cash handling

Job description

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

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 LeadClient 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.
• 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.

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