Client Relations Associate

1 week ago


El Cajon, California, United States BankTalent HQ Full time

At BankTalent HQ, we foster a culture centered around building strong relationships, equipping our associates with the necessary tools, training, and opportunities to cultivate meaningful connections with clients and colleagues alike. Our workplace environment values the diverse experiences, backgrounds, and perspectives of each associate, promoting a collaborative atmosphere where all employees can flourish.

As a leading financial services institution committed to serving our communities, families, and businesses of all sizes, we have established a robust presence with numerous full-service branch offices. Our dedication to excellence has garnered us recognition as a top choice in various banking categories.

We are currently seeking a Customer Service Specialist. This position is pivotal in delivering exceptional and efficient service to our valued banking clients.

Key Responsibilities:

  • Deliver outstanding and efficient service to designated banking clients.
  • Manage the establishment and upkeep of customer accounts.
  • Investigate, address, and resolve client inquiries and issues.
  • Act as a liaison between the assigned department and other bank areas to ensure client concerns are addressed.
  • Undertake additional tasks or special projects as required.

Work Schedule: Monday - Friday, 8am - 5pm

Required Qualifications:

  • A High School diploma or equivalent, along with 4 years of relevant customer service experience.
  • Comprehensive understanding of customer service methodologies and practices.
  • Familiarity with operational protocols of the assigned department.
  • Proficient in Word and Excel software applications.

Employee Benefits:

  • Comprehensive Medical, Dental, and Vision Insurance - Effective from Day One
  • Life and Disability Insurance, Paid Parental Leave, and Adoption Assistance
  • Health Savings Accounts (HSA), Flexible Spending Accounts (FSA), and dependent care options
  • Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays, along with applicable state holidays
  • 401(k) plan with company matching, Profit Sharing, and competitive compensation based on experience
  • Mental health support including coaching and therapy sessions
  • Tuition Reimbursement for eligible employees enrolled in accredited degree programs related to business needs, up to $5,250 per calendar year, available upon hire
  • Employee Ambassador preferred banking products

This role offers a competitive base salary ranging from $80,000 to $91,000 annually, contingent upon job-related factors such as experience level.



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