Senior Client Service Associate - Chula Vista, CA

BankTalent HQ
Competitive
vision insurance, paternal leave, paid time off, tuition reimbursement, 401(k), profit sharing
United States, California, Chula Vista
Dec 02, 2025
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 Client Service Associate (Teller) Lead to provide top-notch customer service to our clients and customers at our Chula Vista, CA branch. This role focuses on accurately processing debit and credit transactions in compliance with established policies and procedures, while maintaining an acceptable balancing record. Essential Functions: Responsible for accurately processing debit and credit transactions in compliance with established policies and procedures, while maintaining an acceptable balancing record. Identifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc. Resolves clients' problems either through direct personal action or referral to alternative branch or bank resources. Identifies and maximizes cross-sell banks opportunities through exploring needs. Other duties as assigned. Schedule: Monday - Friday, 8:00 am - 5:00pm Qualifications: Requires a High School Diploma or equivalent and 2+ years banking, cashiering, customer service, balancing, other related experience, or successful completion of company approved training. Spanish Language Skills highly preferred Advanced knowledge of cashiering, balancing, debits, credits, bank products and/or banking. Working knowledge of math Must have solid balancing and customer service skills. Ability to cross-sell bank products based on clients' needs. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Paternal 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 has the potential to be an officer level position for the right candidate This position is eligible to earn a base salary in the range of $22 - $28 hourly depending on job-related factors such as level of experience.