Teller Lead - La Mesa, CA

California Bank & Trust
La Mesa, California
Jul 01, 2024
Jul 14, 2024
Full Time
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 La Mesa, CA 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!

Essential Functions:

  • 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 and Vision Insurance - START DAY ONE!
  • Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
  • Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
  • Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
  • 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
  • Mental health benefits including coaching and therapy sessions
  • Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
  • Employee Ambassador preferred banking products

This position is eligible to earn a base salary in the range of $27 - $29 hourly depending on job-related factors such as level of experience.