CUSTOMER SERVICE REPRESENTATIVE I-III - Santa Rosa, CA

About Summit State Bank

Summit State Bank is an award-winning community bank whose core values are based on making a positive impact on our employees, customers, and the communities we serve. Our employees are important to us; we provide rewarding career paths with competitive pay and excellent benefits. If you want to work for a Community Bank that values you and your contributions, we encourage you to apply.

Position Overview

Summit State Bank is seeking a customer-focused and relationship-oriented Customer Service Representative II–III to join our Santa Rosa branch team. This position provides an opportunity to support our customers’ banking needs while contributing to the growth and success of our local communities. The Customer Service Representative delivers exceptional service by processing deposit transactions, opening and maintaining deposit accounts, explaining banking products and services, and identifying opportunities to strengthen customer relationships. Depending on the level of the position, responsibilities may include advanced new-account services, business deposit account opening and servicing, identification and development of Treasury Management opportunities, and higher-level operational reviews and approvals.

What You’ll Do

Customer Service and Relationship Development

• Deliver friendly, professional, and responsive customer service consistent with Summit State Bank’s service standards.
• Engage customers in meaningful conversations to understand their financial needs, business activities, and broader banking relationships.
• Identify opportunities to recommend appropriate banking products and services, deepen existing relationships, and connect customers with the appropriate bankers or internal partners.
• Participate in customer retention calls, referral activities, and other relationship-development initiatives.
• Research and resolve customer inquiries and service issues, ensuring timely follow-up and a positive customer experience.
• Meet established customer engagement, referral, relationship-development, and other applicable performance goals.

Deposit Operations and Teller Responsibilities

• Process a variety of deposit transactions, including deposits, withdrawals, cashier’s checks, wire transfers, and other account-related transactions.
• Maintain accurate cash handling practices and balance teller cash, branch cash, the ATM, and vault in accordance with Bank procedures.
• Prepare and receive branch cash shipments and perform item capture duties as needed.
• Open and service safe deposit box accounts, control access, and maintain required records, where applicable.
• Complete account maintenance, document imaging, and other operational duties accurately and in compliance with applicable policies and regulations.

New Account Opening and Servicing

• Open and service consumer deposit accounts (CSR II and III) and business deposit accounts (CSR III), in accordance with Bank policies and legal requirements.
• Prepare, maintain, and review required account documentation, including signature cards, wire transfer agreements, ACH agreements, Positive Pay agreements, and other applicable records.
• Assist customers with Online Banking and Business eBanking services, with advanced business banking responsibilities at the CSR III level.
• Maintain knowledge of deposit products and services, including advanced knowledge of complex consumer and business banking products and services at the CSR III level.
• Analyze customer relationships to recommend appropriate products and services and identify opportunities for account expansion, fee waivers, or rate adjustments for management consideration.

Operational Support and Teamwork

• Collaborate with branch colleagues, managers, and other Bank departments to coordinate customer needs and ensure effective service delivery.
• Perform account maintenance reviews, callbacks, and documentation approvals within the scope of the position, including more complex account changes and new-account approvals at the CSR III level.
• Cross-train in other branch functions and assist with operational duties as needed.

An Ideal Candidate Will Possess

• A strong commitment to customer service and building trusted, long-term relationships.
• Excellent communication, interpersonal, and relationship-building skills.
• The ability to identify customer needs, recognize business opportunities, and make appropriate referrals.
• Strong attention to detail and the ability to process financial transactions accurately.
• Sound judgment and a commitment to confidentiality, regulatory compliance, and established procedures.
• Strong organizational, problem-solving, and follow-up skills.
• The ability to work independently while collaborating effectively with team members and internal business partners.
• A proactive, adaptable approach to learning new products, services, systems, and operational processes.
• The ability to manage competing priorities in a fast-paced branch environment.

Education/Experience

• High school diploma or general education degree (GED) required.
• Customer Service Representative II: One to two years of related banking experience and/or training, or an equivalent combination of education and experience related to branch deposit and new-account operations.
• Customer Service Representative III: A minimum of two years of related banking experience and/or training, or an equivalent combination of education and experience related to branch deposit and new-account operations.
• Strong cash handling and balancing skills are required.
• Experience opening and servicing deposit accounts, knowledge of banking products and services, and familiarity with banking systems are preferred.
• For the CSR III level, advanced new-account experience and knowledge of consumer and business deposit products and services are expected.

Additional Requirement: Occasional travel to other Bank branch locations may be required to support staffing coverage and business operations, including with limited advance notice.

Compensation: $25.00 - $29.00/hour

Benefits

Summit State Bank offers a highly competitive benefits package designed to support our employees’ health, financial well-being, and professional growth, including the following:

• 100% employer-paid medical, dental, and vision coverage for employees, plus employer contributions toward dependent coverage
• Employer HSA contributions of up to $4,000 annually for eligible employees enrolled in an HDHP
• Dependent Care FSA employer matching contributions of up to $2,500 annually
• Employer-paid life, AD&D, and long-term disability insurance
• 401(k) plan with employer matching contributions
• Minimum of three weeks of paid vacation annually for full-time employees
• Tuition reimbursement, wellness resources, internal mentorship opportunities, and paid volunteer time off

How to Apply

To apply, visit Summit State Bank’s Careers page: .

Equal Employment Opportunity/Affirmative Action

Summit State Bank is an Equal Opportunity/Affirmative Action Employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type based on race, color, religion, age, sex, national origin, disability, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by applicable federal, state, or local law.