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American Business Bank · 18 hours ago

Client Services Officer

Riverside, Riverside, CA, US

Full-time

Onsite

New Grad, Entry Level

$28.84/hr - $46.64/hr

American Business Bank is seeking a Client Services Officer to provide advanced secretarial, administrative, and operational support for the relationship management team. The role involves managing day-to-day operations, addressing customer inquiries, and ensuring compliance within commercial banking operations.

BankingFinancial ServicesVenture Capital

Responsibilities

Provides advanced secretarial, administrative and operational support for the relationship management team

Assists with managing the day-to-day operations in the region

Performs a wide range of duties, which include word processing, maintaining files, addressing customer inquiries, resolving issues, providing excellent customer service, and ordering supplies

Prepares data and conducts analysis on account holders and account information

Responsible for functions that include compliance, marketing, operations, policies and procedures as it relates to commercial banking in the region and general office management

Provides support assisting Relationship Managers and customers in opening appropriate types of accounts and gathering required documentation

Reviews legal and account documentation to ensure Bank assets are protected, consulting Quality Control or BSA where assistance is needed or required

Reviews and recommends new methods and procedures for efficient operation

Keeps informed of new developments affecting corporate banking areas

Qualification

Customer serviceData analysisCompliance knowledgeOffice managementRelationship management

Required