America's Best Regional Banks and Credit Unions 2025 American Banker Magazine
Top 100 Best Performing Community Banks in the

U.S., 10

years Good Times

Readers' Poll, Best Bank in Santa Cruz County, 13 years Santa Cruz Sentinel
Readers' Choice, Best Bank in Santa Cruz County, 10 years Farm Bureau of Santa Cruz County and Agri-Culture
Al Smith Friend of Agriculture Award Second Harvest Food Bank
Big Step and Platinum Awards for Holiday Food and Fund Drive Santa Cruz Area Chamber of Commerce
Business of the Year 2025, 2021 and 2018 The Pajaronian
Best of the Pajaro Valley 2024 Readers' Poll, Best Bank The Press Banner
The Best of Scotts Valley 2024

Readers' Poll, Best Local Bank Position Overview:

As a Client Service Representative, you'll be the face of the bank, providing exceptional service to our clients while accurately and efficiently handling their financial transactions. You'll play a key role in maintaining our high standards of client care and operational excellence. This position is on-site at our Capitola location. Key Responsibilities include but are not limited to: Demonstrate a solid understanding of all bank products and services. Deliver service that aligns with the Bank's Client Service Standards and Core Values. Greet clients in a friendly, professional, and courteous manner. Accurately process a variety of transactions, including: Check cashing and deposits Fund verification and account balance inquiries Loan payments and other routine banking transactions Maintain compliance with all cash handling procedures and balancing requirements. Follow the Bank's Client Identification Procedures to ensure secure and accurate service. Provide prompt and professional support to clients in person and via telephone. Complete all mandatory compliance and training courses on time.

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.

Work Authorization:

At this time, we are unable to provide visa sponsorship for employment. Candidates must be legally authorized to work in the United States without the need for current or future sponsorship.

Recruiting Agencies:

We are not accepting unsolicited resumes or candidate submissions from third-party recruiters or staffing agencies for this position. 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