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Client Service Associate Lead - Escondido, CA

Corporate Job Titles
California Bank & Trust
051871 Requisition #

California Bank and Trust, a leader amongst banks in California, with over $10 billion in assets and nearly 100 branch offices in the state, is looking for a Client Service Associate Lead to provide top notch customer service to our clients and customers at our Escondido branch.  


Our relationship-centered culture is achieved by providing our associates with the tools, training and opportunities to build the best possible relationships with our customers, and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all associates to grow and thrive. 

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!

Job Requirements: 
  • 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.

  • 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.

  • Medical/dental/vision plan 
  • Paid time off including holidays, vacation, and sick
  • Profit sharing and 401k plan with generous employer match
  • Competitive pay commensurate with experience and qualifications
  • Stable employer with career advancement opportunities

To review our Benefits Summary click here.


Zions Bancorporation and its affiliates and divisions (“Zions”) is an equal opportunity employer which prohibits all forms of discrimination and harassment. Zions is committed to the principle of equal employment opportunity for all employees and employment candidates and to providing a work environment free of discrimination and harassment. All employment decisions at Zions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, ethnicity, sex, sexual orientation, gender identification, age, national origin, pregnancy, veteran status, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Zions will not tolerate discrimination or harassment based on any of these characteristics. Zions encourages applicants of all ages.


It is Zions’ policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.


Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site.  You can request reasonable accommodations by contacting us at careers@zionsbancorp.com or 801/844-7628.  Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.


Click here to view our EEO Statement.


Click here to view applicable Federal, State and/or local employment law posters.

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California Bank and Trust a division of Zions Bancorporation, N.A. Member FDIC