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CalPrivate Bank · 20 hours ago

Sr. Client Services Specialist

La Jolla Shores, CA

Full-time

Onsite

Senior Level

$54K/yr - $70K/yr

5+ years exp

CalPrivate Bank is a financial institution seeking a Sr. Client Services Specialist. The role involves interviewing customers to determine their banking needs, opening and cross-selling accounts, and providing exceptional customer service while ensuring compliance with banking regulations.

BankingCommercial LendingFinanceFinancial Services

Responsibilities

Interviews and determines customer’s banking needs

Aides in selecting accounts and services best suited for the customer’s particular needs and requirements

Accurately and efficiently opens and cross-sells new accounts and bank products

Processes teller transactions as necessary

Performs to standards that meet or exceed the Bank’s objectives and fulfills the expectations of all internal and external customers

Represents the Bank in a professional courteous manner at all times

Shows leadership in assisting and cross-training of less experienced staff members in the new account process

Responsible for the most complex transactions and customer relationships

Branch expert in opening new account utilizing Bank’s new account platform

Accurately produce signature cards and other documents, disclosures timely and efficiently

Maintain a high level of service to Bank Customers

Assist customers with problem resolution in order to maintain a high level of customer satisfaction

Act as the initial escalation point for problem resolution

Proficient in all teller, safe deposit, ATM balancing and all related systems platforms

Input wires as required

New account callback of accounts opened by other CSS’

Thorough understanding of legal documentation requirements for both consumer and business accounts

Act as dual custodian for vault, cash, keys, etc

Perform clerical tasks such as filling, copying, scanning

Answer general phone line, resolve customer inquiries and or forward calls as appropriate

Strong interpersonal and communications skills with all levels of bank staff, customers and outside contacts

Responsible for identifying cross sell opportunities and acting on them as appropriate

Perform other duties as assigned or needed

This position includes direct interaction with customers and prospects and therefore includes responsibilities relating to BSA/AML

The employee is responsible for understanding and following the Bank’s BSA/AML policies including elevating suspicious activity to the BSA Officer

Additionally, the employee is required to understand and follow the Bank’s compliance program

Qualification

Banking experienceNew account experienceSales experienceRegulatory complianceCash handlingTechnical SkillsPlanning/OrganizingJudgmentComposureCustomer FocusProblem SolvingTeam Work