Client Services Support jobs in United States
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Banc of California · 6 hours ago

Client Services Support

Banc of California is a bank holding company focused on providing banking and treasury management services to various businesses. The Client Services Support position is responsible for front line support to Client Services Staff and clients in deposit, loan, and treasury management operations, ensuring total customer satisfaction.

BankingFinanceFinancial Services

Responsibilities

Front line client service support
Prepare documents for new accounts and treasury management services
Tracking of account opening, documentation, service implementation and fee collection
Insure all new deposit accounts are properly booked in Horizon
Process monetary transactions for customer accounts
Process account maintenance/updates & corrections on Horizon
Strong knowledge of Bank’s services and products for client support and cross-selling
Provide research assistance and information to customers
Insure customer document files are up-to-date
Support Client Services staff in a variety of ways
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

Bank data processingClient account managementMS WordExcelProblem solvingOrganizational skillsCommunication skills

Required

Strong computer skills including MS Word and EXCEL
Bank data processing mainframe experience
Creative and strategic thinker with excellent problem solving and organizational skills
Ability to exhibit professionalism and a positive attitude under pressure
Ability to work independently yet collaborate cross-functionally in a team environment
Superior oral and written communication skills
Ability to meet deadlines and manage expectations
Ability to handle multiple priorities, projects and relationships simultaneously
Proven success in managing large client accounts

Benefits

You will be eligible to participate in a 401k plan in which the Bank will match 100% of the first 4% of your contributions, which is immediately vested.
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

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Banc of California provides a full-service banking and home lending to individuals and their businesses and families.

Funding

Current Stage
Public Company
Total Funding
$20M
Key Investors
Patriot Financial Partners
2013-12-05Post Ipo Equity· $20M
2002-08-23IPO

Leadership Team

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Ken McMullen
Treasurer
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Company data provided by crunchbase