Banc of California · 1 month ago
Client Care Specialist
Santa Ana, California, United States
Full-time
Onsite
New Grad, Entry Level
$20.67/hr - $28.13/hrBanc of California is a premier relationship-based business bank focused on providing banking and treasury management services. The Client Care Specialist performs a variety of bank-related functions while providing exceptional service to clients, including answering inquiries and resolving issues related to accounts and services.
BankingFinanceFinancial Services
Responsibilities
Answers incoming calls from clients and branches related to checking and savings accounts, debit cards, certificate of deposits and loans. The role will be the point-of-contact to service existing or new clients with account maintenance
Troubleshoots and resolves client inquiries regarding online websites and mobile applications including maintenance and passwords. This may include third party support of HOA, digital wallet and other client facing platforms. If aligned to support clients, troubleshoots and resolves a wide range of complex client inquiries regarding account activity
Research and resolve client inquiries in a timely manner or route them to the appropriate parties for support and/or resolution. Complete service request forms if applicable
Perform maintenance and provide support to the Bank’s consumer and commercial customers for Debit Card products. Process requests for maintenance and modifications to existing card products and services. Ensure that the implementation and delivery of card services is completed within agreed upon timeframes, adhering to policies, procedures, and regulatory requirements
Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions
Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; promotes working environment free of harassment of any type
Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values
Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct
Performs other duties and projects as assigned
Qualification
Required
Prior client service experience preferred
Prior banking or financial services industry experience preferred
Ability to work in a collaborative, team-oriented environment
Must demonstrate a passion for client service
Intermediate knowledge of adherence to Electronic Check Clearing House Organization and National Automated Clearing House Association Rules
Effective organizational and time management skills
Intermediate skills in computer terminal and personal computer operation; Microsoft Office applications including but not limited to: Word, Excel, PowerPoint and Outlook
Intermediate typing skills to meet production needs of the position
Intermediate math skills; calculating interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; computing rate, ratio and percent, including the drafting and interpretation of bar graphs
Oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to clients and employees
The ability to communicate with individuals utilizing a telephone requires the ability to hear and speak effectively on the telephone
High School diploma or equivalent required
Benefits
You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting.
We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA).
Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
Eligible team members receive paid vacation days, holidays, and volunteer time off.
To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.
Company
Banc of California
Banc of California provides a full-service banking and home lending to individuals and their businesses and families.
Founded in 1941
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$20MKey Investors
Patriot Financial Partners
2013-12-05Post Ipo Equity· $20M
2002-08-23IPO
Leadership Team
Ken McMullen
Treasurer
Recent News
Benzinga.com
2026-01-07
2025-12-08
2025-11-12
Company data provided by crunchbase