Tri Counties Bank
The Client Service Associate I supports Financial Advisors by establishing, servicing, and maintaining investment accounts, handling client communications, and ensuring compliance. The role involves processing transactions, managing correspondence, and assisting with client meetings and events to promote retention and growth.
Headquarters
Chico, California, United States
Company Size
1001-5000 employees
Founded
1975
Tri Counties Bank is California's Local Bank — offering personal, business, commercial and private banking with personalized service and local expertise.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Tri Counties Bank.
38% below the average for this role