Customer Service Representative
Commercial Bank of California, Los Angeles, California, United States, 90079
Customer Service Representative
Location:
Faifax, CA Job Type:
Full-Time | Non-Exempt | In Office Salary Range:
$20 - $26 per year
About Commercial Bank of California
Commercial Bank of California (CBC) is the largest Latino-owned bank in California and a certified Minority Depository Institution (MDI). Headquartered in Irvine and founded in 2003, CBC is one of the largest privately held banks in the state, with over $3.5 billion in assets as of December 2024.
We are a purpose-driven financial institution committed to building long-term relationships and delivering innovative, personalized banking solutions. Our leadership reflects the diverse communities we serve, and our mission is rooted in empowering entrepreneurs, business owners, and community leaders to thrive.
As a certified MDI, CBC is proud to play a vital role in advancing financial inclusion and economic opportunity. We believe in a higher vision for banking-one that prioritizes trust, collaboration, and community impact. Join us and be part of a team that's redefining what it means to be a community-focused, relationship-driven bank that puts people over profits.
Job Summary
The Customer Service Representative supports the daily operations of the Bank's Operations Department by delivering exceptional service to clients and ensuring the smooth execution of centralized services. Under the general supervision of the Operations Manager, this role is responsible for completing customer service activities accurately and efficiently. The position involves regular interaction with customers, loan officers, and internal staff to support the day-to-day functions of the Operations and Customer Service teams.
Essential Duties and Responsibilities
Process customer transactions by receiving deposits, cashing checks, issuing savings withdrawals, recording and processing night drop courier deposits, selling cashier checks, answering customer questions in person or on the telephone, preparing currency transaction reports, keeping accurate records of all monies paid or received in all cash transactions. Referring other bank products and services. Record transactions by logging cashier's checks, travelers' checks and other special services and preparing currency transaction reports. Complete special requests by closing accounts; providing special statement, copies and referrals; completing safe deposit box procedures. Reconcile cash drawer by proving cash transactions; counting and packaging currency and coins; reconciling transactions; turning in excess cash and mutilated currency to Vault Teller; maintaining supply of cash and currency. Maintain customer confidence and protect bank operations by keeping confidential information. Perform multiple operational functions in support of the operations department. Within guidelines and under general supervision, responds to inquiries, processes and files specific reports, control the ordering of branch cash and stay within the prescribed cash limits. Assist customers with bookkeeping issues related to account balances, monthly statements, check holds, returned items, overdrafts, service charges stop payments, etc. Resolve product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve problems; expediting correction or adjustment; following up to ensue resolution. Maintain proper operational standards, which will avoid unnecessary risk and overdue exposure. Ensure customer satisfaction and account retention as appropriate through quality service. Establish and manage priorities to ensure the effective and efficient accomplishment of departmental responsibilities. Other duties as needed. Minimum Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION AND/OR EXPERIENCE:
One year certificate from college or technical school; or three to six months related experience and/or training; or equivalent combination of education and experience. Knowledge of:
Banking laws, Bank policies and procedures and regulations Basic Mathematical skills Basic Computer software Word, Excel , Spreadsheets Abilities:
Excellent communication and interpersonal skills Manage priorities to ensure effective accomplishment of objectives. To solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists Benefits & Perks
Competitive employer contribution to medical, dental and vision coverage 401k plan with employer match Flexible Spending Accounts (FSA) and Dependent Care Accounts Employee Assistance Program (EAP) Employer provided Calm subscription Employer provided mental health benefits through Teladoc Life, AD&D and disability insurance Minimum 15 Days of Vacation, 11 Paid Federal Holidays, Paid Time off to Volunteer Online discount program Tuition Reimbursement Program
Join Our Team!
Equal Employment Opportunity & Accommodations
Commercial Bank of California is proud to be an Equal Employment Opportunity employer. We are committed to creating an inclusive environment for all employees and applicants. All qualified individuals will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, protected veteran status, or any other legally protected characteristic.
We evaluate applicants fairly and equitably, including those with criminal histories, in accordance with applicable federal, state, and local laws.
Commercial Bank of California is also committed to providing reasonable accommodations to individuals with disabilities. If you require a reasonable accommodation during the application or interview process, please contact us at
hr@cbcal.com
with the nature of your request and your contact information.
Recruitment Policy
Commercial Bank of California does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to CBC, either directly or indirectly, will be considered the property of Commercial Bank of California.
We will not pay a fee for any placement resulting from the receipt of an unsolicited resume. To submit candidates for consideration, recruiting agencies must have a valid, written, and fully executed agreement with Commercial Bank of California. Without such an agreement in place, no agency submissions will be accepted or compensated.
Location:
Faifax, CA Job Type:
Full-Time | Non-Exempt | In Office Salary Range:
$20 - $26 per year
About Commercial Bank of California
Commercial Bank of California (CBC) is the largest Latino-owned bank in California and a certified Minority Depository Institution (MDI). Headquartered in Irvine and founded in 2003, CBC is one of the largest privately held banks in the state, with over $3.5 billion in assets as of December 2024.
We are a purpose-driven financial institution committed to building long-term relationships and delivering innovative, personalized banking solutions. Our leadership reflects the diverse communities we serve, and our mission is rooted in empowering entrepreneurs, business owners, and community leaders to thrive.
As a certified MDI, CBC is proud to play a vital role in advancing financial inclusion and economic opportunity. We believe in a higher vision for banking-one that prioritizes trust, collaboration, and community impact. Join us and be part of a team that's redefining what it means to be a community-focused, relationship-driven bank that puts people over profits.
Job Summary
The Customer Service Representative supports the daily operations of the Bank's Operations Department by delivering exceptional service to clients and ensuring the smooth execution of centralized services. Under the general supervision of the Operations Manager, this role is responsible for completing customer service activities accurately and efficiently. The position involves regular interaction with customers, loan officers, and internal staff to support the day-to-day functions of the Operations and Customer Service teams.
Essential Duties and Responsibilities
Process customer transactions by receiving deposits, cashing checks, issuing savings withdrawals, recording and processing night drop courier deposits, selling cashier checks, answering customer questions in person or on the telephone, preparing currency transaction reports, keeping accurate records of all monies paid or received in all cash transactions. Referring other bank products and services. Record transactions by logging cashier's checks, travelers' checks and other special services and preparing currency transaction reports. Complete special requests by closing accounts; providing special statement, copies and referrals; completing safe deposit box procedures. Reconcile cash drawer by proving cash transactions; counting and packaging currency and coins; reconciling transactions; turning in excess cash and mutilated currency to Vault Teller; maintaining supply of cash and currency. Maintain customer confidence and protect bank operations by keeping confidential information. Perform multiple operational functions in support of the operations department. Within guidelines and under general supervision, responds to inquiries, processes and files specific reports, control the ordering of branch cash and stay within the prescribed cash limits. Assist customers with bookkeeping issues related to account balances, monthly statements, check holds, returned items, overdrafts, service charges stop payments, etc. Resolve product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve problems; expediting correction or adjustment; following up to ensue resolution. Maintain proper operational standards, which will avoid unnecessary risk and overdue exposure. Ensure customer satisfaction and account retention as appropriate through quality service. Establish and manage priorities to ensure the effective and efficient accomplishment of departmental responsibilities. Other duties as needed. Minimum Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION AND/OR EXPERIENCE:
One year certificate from college or technical school; or three to six months related experience and/or training; or equivalent combination of education and experience. Knowledge of:
Banking laws, Bank policies and procedures and regulations Basic Mathematical skills Basic Computer software Word, Excel , Spreadsheets Abilities:
Excellent communication and interpersonal skills Manage priorities to ensure effective accomplishment of objectives. To solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists Benefits & Perks
Competitive employer contribution to medical, dental and vision coverage 401k plan with employer match Flexible Spending Accounts (FSA) and Dependent Care Accounts Employee Assistance Program (EAP) Employer provided Calm subscription Employer provided mental health benefits through Teladoc Life, AD&D and disability insurance Minimum 15 Days of Vacation, 11 Paid Federal Holidays, Paid Time off to Volunteer Online discount program Tuition Reimbursement Program
Join Our Team!
Equal Employment Opportunity & Accommodations
Commercial Bank of California is proud to be an Equal Employment Opportunity employer. We are committed to creating an inclusive environment for all employees and applicants. All qualified individuals will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, protected veteran status, or any other legally protected characteristic.
We evaluate applicants fairly and equitably, including those with criminal histories, in accordance with applicable federal, state, and local laws.
Commercial Bank of California is also committed to providing reasonable accommodations to individuals with disabilities. If you require a reasonable accommodation during the application or interview process, please contact us at
hr@cbcal.com
with the nature of your request and your contact information.
Recruitment Policy
Commercial Bank of California does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to CBC, either directly or indirectly, will be considered the property of Commercial Bank of California.
We will not pay a fee for any placement resulting from the receipt of an unsolicited resume. To submit candidates for consideration, recruiting agencies must have a valid, written, and fully executed agreement with Commercial Bank of California. Without such an agreement in place, no agency submissions will be accepted or compensated.