Client Services Specialist

About Company

Looking for a career opportunity with growth potential? Plumas Bank is seeking a Client Services Specialist to join our Tahoe City branch. This position offers both full-time and part-time opportunities, competitive pay, and excellent benefits.

Position Overview

The Client Services Specialist plays a key role in delivering high-quality customer service and ensuring accurate financial transactions. This role requires a people-focused, detail-oriented professional who thrives in a structured environment and values precision. Strong communication, interpersonal, and problem-solving skills are essential.

Responsibilities

  • Process deposits, withdrawals, loan payments, check cashing, and other transactions accurately.

  • Balance and manage individual cash drawer per bank policy.

  • Assist customers with account services, ATM questions, stop payments, and account adjustments.

  • Open new accounts and handle inquiries with accuracy and professionalism.

  • Conduct customer care calls to promote retention, cross-sell products, and educate customers on fraud prevention, fees, and account updates.

  • Provide product knowledge to ensure customers have the best banking solutions.

  • Perform additional duties as assigned.

Qualifications

  • 6+ months of experience in banking, retail, or customer service (cash handling preferred).

  • Proficiency with Microsoft Excel and Word.

  • Strong customer service, phone, and communication skills.

  • Ability to work in a team environment and build lasting customer relationships.

Pay & Benefits

  • Pay Range: $18.00 – $25.00 per hour (DOE)

  • Benefits Include:

    • 401(k) with matching

    • Health, dental, vision, and life insurance

    • Paid vacation, sick leave, and holidays

    • Tuition reimbursement & educational assistance

    • Employee assistance program & discounts on banking services

Why Join Plumas Bank?

At Plumas Bank, we believe in fostering growth, providing excellent training, and creating opportunities for our employees to succeed. If you’re looking for a rewarding career in banking with room to grow, this role is the perfect fit.


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