CalPrivate Bank · 1 month ago
Client Services Officer
Coronado, CA
Full-time
Onsite
Mid, Senior Level
$65K/yr - $78K/yr
4+ years expCalPrivate Bank is focused on providing exceptional banking services. The Client Services Officer is responsible for ensuring efficient branch operations while maintaining high customer service standards and compliance with bank policies.
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
This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. 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
Required
Minimum 4-7 years banking experience
Minimum 2 years of lead or supervisory experience
Strong knowledge of Bank policies and procedures and regulatory compliance
Cash handling experience required
Company
CalPrivate Bank
CalPrivate Bank is a banking company. It is a sub-organization of Private Bancorp of America.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Rick Sowers
President & Chief Executive Officer
Tom Wornham
Director - Retired Chief Executive Officer
Recent News
Private Bancorp of America, Inc.
2025-11-04
2025-11-04
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