CalPrivate Bank · 17 hours ago
Client Services Officer
San Diego, CA
Full-time
Onsite
Mid, Senior Level
$65K/yr - $78K/yr
3+ years expCalPrivate Bank is a relationship-centered bank that values genuine care and integrity in its client relationships. The Client Services Officer serves as a primary relationship and service liaison for clients, managing daily banking needs and ensuring personalized support to enhance client satisfaction.
BankingCommercial LendingFinanceFinancial Services
Responsibilities
Assist in directing all activities of the 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
Proficient in all teller, new account, safe deposit, ATM balancing and all related systems platforms
Assist in opening new accounts 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 in conducting performance appraisals for non-exempt operations staff in the banking office
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
Serves as backup in a variety of operations functions
Perform other duties as assigned or needed
Qualification
Required
Minimum 3-5 years banking experience
Minimum 2 years lead or supervisory experience
Strong knowledge of Bank policies and procedures and regulatory compliance
Cash handling experience required
Preferred
Experience in Commercial Banking preferred
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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