Client Service Associate Lead - Irvine, CA

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.  

The Client Service Associate Lead leads the daily activities of client service associates (tellers) at our Irvine, California branch.  If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you! 

The ideal candidate will have the skills and experience necessary to: 

• Leads the daily activities of client service associates.  

• Coaches and counsels branch staff to improve customer service, sales and operational skills by providing on-the-job training.  

• Helps develop action plans to meet individual and branch goals.  

• Ensures the branch provides quality service while protecting against loss.  

• Maintains advanced knowledge of branch operations.  

• May supervise branch activities in the absence of, or in conjunction with branch management team.  

• Expand 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.  

• May be responsible for processing cash transactions and other customer service duties within the branch.  

• Other duties as assigned.  

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.  

• 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 Insurance & Vacation & Profit Sharing - START DAY ONE!  

• 401(k) plan, competitive compensation in line with work experience.  

• Most roles eligible for sales bonuses monthly incentives and/or annual discretionary bonus, some roles include mileage travel time pay, and/or parking waivers (must meet eligibility requirements 

• Paid Training, Paid Vacation, Paid Holidays, and promotional opportunities offered from within 

• Tuition Reimbursement for qualifying employees 

• Stable Employer, we are a division of Zions Bancorporation and included in the S&P 500 & NASDAQ Financial 100 indices.