Citizens Business Bank · 16 hours ago
Lead Banking Specialist II
Brea Business Financial Center-017, Brea, CA, US
Full-time
Onsite
Mid, Senior Level
$23.93/hr - $32.31/hr
0+ years expCitizens Business Bank is seeking a Lead Banking Specialist II to assist with operations and service-related responsibilities while adhering to bank policy. The role involves providing excellent customer service, managing inquiries and complaints, and supporting the Business Financial Center's service objectives.
BankingFinancial Services
Responsibilities
Comply with and stay abreast of all policies and procedures, federal and state laws applicable to the job
Provide customer service that meets or exceeds all service levels by promoting individual and team enthusiasm and pride
Support customer service program objectives
Increase customer satisfaction by recognizing and managing difficult situations promptly
Provide timely resolution of customer inquiries and complaints
Maintain thorough product knowledge of all existing and newly introduced products, services and programs
Apply Bank policies to minimize losses, defalcations, and service representative differences
Implement monthly control and timely submission of Center reports
Generally assist Service Manager, including with respect to controlling and properly accounting for non-interest expenses, operating losses, service representative differences, overtime, and overall compensation
Assists with the preparation of annual performance reviews for all non-exempt associates and assists with the preparation and discovery for disciplinary action for non-exempt associates
Performs opening and/or closing procedures in accordance with the policy and procedures of the Bank
Commitment to teamwork and a focus on delivering The Citizens Experience
Other duties as assigned
Qualification
Required
Associate's degree (A. A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals
Ability to write routine reports and correspondence
Ability to speak effectively before groups of customers or employees of organization
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume
Ability to apply concepts of basic algebra and geometry
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job
While performing the duties of this job, the employee is regularly required to talk or hear
The employee frequently is required to use hands and fingers to operate a computer keyboard, mouse, calculator, and telephone
The employee is occasionally required to stand, walk, and sit
The employee must occasionally lift and/or move up to 25 pounds
Benefits
Eligible for an annual bonus
Company
Citizens Business Bank
Citizens Business Bank is a banking company that offers financial services to customers.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1983-04-08IPO
Leadership Team
David Brager
Chief Executive Officer
Recent News
2026-01-22
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-20
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2026-01-20
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