Client Service Associate Lead - Lancaster, CA

Essential Functions

• Leads the daily activities of client service associates.
• Counsels and coaches branch staff to improve customer service, sales, and operational skills by providing on-the-job training.
• Develops action plans to meet individual and branch goals.
• Maintains advanced knowledge of branch operations.
• Supervises branch activities in the absence of, or in conjunction with, branch management team.
• Expands the client base through successful selling and coaching techniques, including lending applications, cross-selling of bank services and products, and assisting clients in every area of banking.
• Processes cash transactions and other customer service duties within the branch.

Qualifications

• High School Diploma or equivalent with 2+ years of banking, cashiering, customer service, balancing, or related experience.
• Advanced knowledge of cashiering, balancing, debits, credits, bank products, and banking.
• Working knowledge of math.
• 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 Parental Leave, and Adoption Assistance.
• Health Savings (HSA) and Flexible Spending (FSA) accounts.
• Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays, and any applicable state holidays.
• 401(k) plan with company match, Profit Sharing, and competitive compensation in line with work experience.
• Mental health benefits including coaching and therapy sessions.
• Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year.
• This position is eligible to earn a base salary in the range of $26 - $28 hourly depending on job-related factors such as level of experience.