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CalPrivate Bank · 1 month ago

Sr. Client Services Officer

Coronado, CA, US

Full-time

Onsite

Mid, Senior Level

$60K/yr - $73K/yr

4+ years exp

CalPrivate Bank is a financial institution committed to providing exceptional service and efficient branch operations. The Sr. Client Services Officer is responsible for supervising branch operations, ensuring compliance with bank policies, and delivering superior customer service.

BankingCommercial LendingFinanceFinancial Services

Responsibilities

Provide daily supervision of the activities of the branch functions and in some cases staff and branch operations area in compliance with bank and regulatory policies

Maintain a high level of service to Bank Customers

Ensure the Bank’s safety and security policies and procedures are adhered to in assigned areas regarding branch cash, teller cash limits, cash drawers, keys and cabinets

Approve transactions within delegated approval authority

High proficiency of all teller, new account, safe deposit, ATM balancing and all related systems platforms

Assist in opening new account in the absence of a client service specialist

Assist in auditing accounts and the completion of certifications to ensure compliance by staff with all branch related procedures and practices

May conduct staff meetings for all operations staff to discuss policy and procedure updates, bank focus, training, etc

Assist with conducting performance appraisals for non-exempt operations staff in the banking office, if applicable

Handle complex customer inquiries or unusual or difficult customer problems through direct personal attention

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

Interacts with all levels of management, staff, existing and potential customers, Board of Directors and vendors

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

Perform other duties as assigned or needed such as daily teller duties; cash handling; opening new accounts, special projects, any operational functions; may be required to become a notary public, working extra hours and travelling to/from any branch