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Job details

Client Service Representative I

Description

Who We Are & What We Do:

If you’re looking for an exciting career opportunity, you’re in the right place. 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. We engage in impactful volunteering and support the greater economic vitality within our four-county reach. Our success is due to our amazing team of exceptional, experienced, knowledgeable and success-oriented employees.


We’ve been recognized with numerous community leadership awards and our team gives 2000+ hours of volunteer service each year.


A few honors we’ve received locally include:

  • Good Times Best of Santa Cruz – Best Bank, 12 consecutive years
  • Santa Cruz Sentinel Readers’ Choice – #1 Best Bank, 9 years
  • Santa Cruz County Chamber of Commerce – Business of the Year 2018 and 2021
  • Press Banner’s Best of Scotts Valley – Best Bank
  • Register Pajaronian’s Best of Pajaro Valley – Best Bank
  • Second Harvest Food Bank – Big Step and Platinum Awards for Holiday Food and Fund Drive
  • Farm Bureau of Santa Cruz County and Agri-Culture – Al Smith Friend of Agriculture Award

Position Overview:

As a Client Service Representative/Bank Teller, you’ll be the first person to greet our clients when entering the bank. You’ll provide friendly service while completing transactions, recommending products/services to help people meet their goals, and refer clients to other specialists at the bank when appropriate. With each transaction, you will ensure compliance with our policies, procedures and security requirements.

Requirements

Knowledge, Skills & Abilities:

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.
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Average salary estimate

$35000 / YEARLY (est.)
min
max
$30000K
$40000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Client Service Representative I, West Coast Dental

Join West Coast Community Bank as a Client Service Representative I in beautiful Capitola, California! Here, you’ll be the friendly face that greets our clients as they walk into our inviting bank. We're not just about banking; we're about building community relationships and supporting our local economy. In this entry-level role, your day-to-day will involve completing transactions with a smile, recommending our amazing products and services, and ensuring our compliance standards are met with every interaction. We value trustworthy, reliable, and outgoing individuals who excel at communication. If you enjoy working with the public and thrive in a collaborative environment, this is the perfect starting point for your career in banking. Plus, we offer a fantastic benefits package including medical, dental, and paid volunteer time, among others! Here at West Coast Community Bank, you’ll not only find a great team to work with but also the opportunity to grow and develop your skills through ongoing training. With our accolades in community leadership, you'll feel proud to be a part of a recognized institution that truly cares for its community. Whether you’re a seasoned pro or completely new to banking, if you're detail-oriented and eager to learn, we’d love to hear from you!

Frequently Asked Questions (FAQs) for Client Service Representative I Role at West Coast Dental
What are the responsibilities of a Client Service Representative I at West Coast Community Bank?

As a Client Service Representative I at West Coast Community Bank, your primary responsibilities will include greeting clients, processing transactions, and providing excellent customer service. You’ll also be tasked with recommending appropriate banking products that align with our clients’ needs and ensuring compliance with all bank policies and security protocols.

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What qualifications are necessary to become a Client Service Representative I at West Coast Community Bank?

West Coast Community Bank welcomes candidates for the Client Service Representative I role with no prior banking experience required, making it an ideal entry-level position. However, desirable candidates should possess a caring attitude, be detail-oriented, and have excellent communication skills. Previous cash handling experience is preferred but not mandatory.

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What benefits does West Coast Community Bank offer to a Client Service Representative I?

As a Client Service Representative I, you will enjoy a comprehensive benefits package at West Coast Community Bank, including medical, dental, and vision plans, vacation, sick leave, paid holidays, and even paid volunteer time! Additionally, you will have access to ongoing training and development opportunities, as well as a 401(k) plan with employer matching.

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Is previous banking experience required for the Client Service Representative I position at West Coast Community Bank?

No previous banking experience is required for the Client Service Representative I position at West Coast Community Bank. We welcome individuals who are reliable, friendly, and eager to learn, making this role an excellent entry point into the banking industry.

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What is the work environment like for a Client Service Representative I at West Coast Community Bank?

The work environment for a Client Service Representative I at West Coast Community Bank is a bustling bank with moderate noise levels. You will need to be comfortable standing or sitting for extended periods and may engage in occasional light lifting. The bank is dedicated to providing reasonable accommodations for individuals with disabilities.

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Common Interview Questions for Client Service Representative I
Can you describe a time when you provided excellent customer service?

When answering this question, focus on a specific example that highlights your ability to understand and meet customer needs. Describe the situation, your actions, and the positive outcome, emphasizing how it aligns with the customer-centric philosophy of West Coast Community Bank.

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How would you handle a difficult customer?

To answer this question effectively, demonstrate your problem-solving skills and emotional intelligence. Explain how you would stay calm, listen to the customer’s concerns, and work to find a resolution that meets their needs while adhering to bank policies.

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What do you think makes a good Client Service Representative?

Highlight qualities such as excellent communication, a caring attitude, and being detail-oriented. Relate these qualities back to how they align with West Coast Community Bank's goal of delivering exceptional customer experiences.

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Why do you want to work for West Coast Community Bank?

This is your chance to show that you researched the bank. Talk about its community involvement, recognition in the local area, and how its values align with your own commitment to helping others. Express your excitement to contribute to a community-driven organization.

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What skills do you bring to the role of Client Service Representative I?

Discuss relevant skills such as communication, reliability, teamwork, and adaptability. Use concrete examples from past experiences to demonstrate how these skills would benefit West Coast Community Bank in serving its clients and achieving its mission.

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How do you prioritize tasks during busy periods?

Explain your strategy for staying organized and maintaining efficiency during high-demand times. This could include making a checklist, maintaining focus on client needs, and adapting your approach as necessary to ensure smooth operations.

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Can you share your experience with cash handling?

If you have previous cash handling experience, detail it by explaining the types of transactions you managed, how you maintained accuracy, and your familiarity with cash registers or banking systems. If you don’t, express your willingness to learn and adapt quickly.

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What would you do if you made an error during a transaction?

Reassure the interviewer that you would take responsibility by addressing the error immediately and following the bank's protocol for rectification. Emphasize your commitment to honesty and improving your processes to prevent future mistakes.

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How comfortable are you working with computers and banking software?

Discuss your willingness to learn new systems, any relevant experience you have with technology, and how you ensure accuracy when working with computer systems. Share any specific software or tools you are familiar with.

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What motivates you to succeed in a client-facing role?

Share genuine motivations such as helping others, building relationships, and striving for personal and professional growth. Illustrate how these motivations would align with the values of West Coast Community Bank and your desire to provide top-notch service.

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Our goal, to provide Service, Excellence, Respect, and Value has now turned into our new credo and vision: SERV. We are committed to making a positive difference in the lives of the people whose communities we serve.

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Full-time, on-site
DATE POSTED
April 22, 2025

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