Non Production: Site Clone
Customer Success Specialist
California Bank & Trust
 Immediately hiring
$18-$26
an hour + competitive benefits
Full Time
Perks and Benefits
Medical, dental and vision coverage, competitive 401k with company match, 10 paid federal holidays, paid vacation, and paid sick time, tuition reimbursement program, health savings (HSA) and flexible spending (FSA) and dependent care accounts, employer-paid basic life insurance, and many more!
 Immediately Hiring!
 Flexible hours
 Competitive benefits
 Competitive pay
 Remote
 Hybrid
 Entry level
 No experience required
 Excellent growth opportunities
 Great environment

Immediately Hiring!

Immediately hiring a Customer Success Specialist at San Diego's awarded Best Bank! Competitive benefits offered. A GREAT opportunity to level up your customer service or financial banking services career.

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! This workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all associates to grow and thrive.

The Customer Success Specialist provides sales leadership, through their own production, as well as the oversight of sales and services tasks; and works closely with key partners to achieve sales and service objectives while maintaining operational integrity.

 This job at California Bank & Trust is being filled by Teamanics, a career platform to get hired and move up.
Learn More #FBS

Responsibilities for Customer Success Specialist

  • Exercise discretion and independent judgment regularly, including the comparison and evaluation of possible courses of conduct, and to act or make a decision after the various possibilities have been considered, free from immediate direction or supervision but ultimately responsible to the branch manager
  • Resolve client service issues and responds to more complex client complaints and questions
  • Schedule and direct the work of employees
  • Maintain production or sales records for use in supervision or control of employees
  • Appraise and coach to employee productivity and efficiency for the purpose of recommending changes in employee status
  • Handle employee complaints and grievances; determine the techniques to be used by employees; apportions the work and provides for the safety and security of employees and company property
  • Monitor or implement legal compliance measures
  • Approve teller transactions as needed; and prepare the branch for audits
  • Driving is an essential function of this role and as such, employees must have a valid driver's license and good driving record
 This job at California Bank & Trust is being filled by Teamanics, a career platform to get hired and move up.
Learn More #FBS

Requirements for Customer Success Specialist

  • High School Diploma or equivalent
  • 2+ years experience in retail banking, sales, new accounts, customer service, loan processes or other directly related experience. A combination of education and experience may meet requirements
  • Strong customer service, relationships building, sales and management skills
  • Ability to lead a group and work effectively with people in various job capacities
  • Must have excellent communication skills, both verbal and written
  • Knowledge of computer programs, i.e. word processing, spreadsheets etc.
  • Knowledge of lending processes and procedures
 This job at California Bank & Trust is being filled by Teamanics, a career platform to get hired and move up.
Learn More #FBS
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