Customer Engagement Specialist I

2 weeks ago


Watsonville, California, United States Santa Cruz County Bank Full time
Position Overview:
As a Client Service Representative/Bank Teller, you will be the welcoming face for our clients as they enter the bank. Your role is pivotal in delivering exceptional service while executing transactions and providing insightful recommendations for products and services that align with our clients' financial goals.

Key Responsibilities:
- Greet clients with a friendly demeanor and assist them with their banking needs.
- Process transactions accurately while adhering to established policies and security protocols.
- Recommend appropriate banking products and services to enhance client satisfaction.
- Collaborate with team members to ensure a seamless client experience.

Qualifications:
This entry-level position is ideal for individuals who embody the following qualities:
- Trustworthy and dependable
- Friendly and approachable
- Comfortable interacting with the public
- Detail-oriented with strong communication skills
- Ability to adapt to new technology and software
- Previous experience in customer service and cash handling is advantageous but not mandatory.

Benefits:
- Comprehensive medical, dental, and vision insurance
- Paid time off including vacation and holidays
- Employer-sponsored life insurance
- 401(k) plan with matching contributions
- Opportunities for ongoing training and career development

Work Environment:
This role is performed in a bank branch setting, requiring the ability to operate standard office equipment. Physical demands include standing, walking, and occasional lifting of up to 25 pounds. Specific vision abilities required include close vision and the ability to adjust focus.

Recruitment Process:
Selected candidates will be invited for a panel interview to meet various team members, followed by an in-person interview at a branch location if advanced in the process. Upon acceptance of an offer, a background screening will be conducted to prepare for your start date.

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