Client Care Specialist (Temporary up to 6 months)

Banc of California•Santa Ana, CA

2d•Onsite

About The Position

Performs a variety of bank-related functions while providing an exceptional service experience to clients. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates.

Requirements

Intermediate knowledge of Electronic Check Clearing House Organization and National Automated Clearing House Association rules.
Intermediate proficiency with computer terminals, personal computers, and Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook.
Intermediate typing skills sufficient to meet the production needs of the position.
Intermediate math skills, including calculating interest and percentages; balancing accounts; adding, subtracting, multiplying, and dividing whole numbers, common fractions, and decimals; locating routine mathematical errors; and computing rates, ratios, and percentages, including drafting and interpreting bar graphs.
Effective organizational and time management skills.
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 communicate clearly with clients and employees.
Ability to hear and speak effectively when communicating with individuals by telephone.
Ability to work with general supervision while performing duties.
Ability to work in a collaborative, team-oriented environment.
Demonstrated passion for client service.
High school diploma or equivalent required.

Nice To Haves

Prior client service experience preferred.
Prior banking or financial services industry experience preferred.

Responsibilities

Answer incoming calls from clients and branches regarding checking and savings accounts, debit cards, certificates of deposit, and loans.
Serve as the point of contact for account maintenance needs for existing and new clients.
Troubleshoot and resolve client inquiries regarding online banking websites and mobile applications, including maintenance and password support. This may include third-party support for HOA, digital wallet, and other client-facing platforms.
Troubleshoot and resolve a wide range of complex inquiries regarding account activity.
Research and resolve client inquiries in a timely manner or route them to the appropriate parties for support and resolution.
Complete service request forms when applicable.
Perform maintenance and provide support to the Bank’s consumer and commercial clients for debit card products.
Process requests for maintenance and modifications to existing card products and services.
Ensure the implementation and delivery of card services are completed within agreed-upon timeframes and in accordance with policies, procedures, and regulatory requirements.
Follow all established policies and procedures.
Perform other duties and projects as assigned.