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Heritage Bank of Commerce · 1 month ago

Client Services Officer I

San Jose, CA

Full-time

Onsite

Entry Level

$21.81/hr - $36.36/hr

2+ years exp

Heritage Bank of Commerce is dedicated to providing outstanding service and building strong client relationships. The Client Services Officer I role is responsible for coordinating with the Relationship Management and Operations teams to welcome new business and manage existing client interactions effectively.

Banking

Responsibilities

Act as a key liaison with clients:

Conduct client service activities including handling client requests, completing transfers, assisting with wires, etc

Deliver and provide tier 1 support for basic cash management solutions (basic online banking, ATM/Debit/Credit cards, Mobile Banking, etc.)

Deliver and provide tier 2 support for cash management solutions (including but not limited to boarding new account set-ups on the business online banking platform)

Provide exceptional customer service to all clients, prospective clients and Bank employees, in person, by email, and the phone:

Interact and establish rapport with all clients that conduct business in the branch

Display outstanding interpersonal skills and maintain a professional image at all times

Maintain a working knowledge of banking operations as it applies to the position:

Follow proper procedures to mitigate risk to the bank within assigned approval authority including but not limited to NSF/OD decisions

Follow bank policies and banking regulations

Complete operations work accurately and efficiently

Assist in completing periodic certifications in a timely and accurate manner to audit requirements

Assist clients with new account opening and ensure proper documentation is in compliance with bank policies and procedures

Conduct customary teller functions when needed

Perform all other duties and special projects as assigned

Qualification

Customer serviceMicrosoft WordMicrosoft ExcelEffective communicationInterpersonal skills

Required

Bachelor's degree from a four-year college or university or equivalent work experience

Minimum of two years of related experience

Effective communication skills in presenting information in one-on-one and small group situations to customers and other employees of the organization

Displays a customer focused attitude with the ability to engage customers, build personal connections, and exhibit professionalism