Client Care Specialist

Banc of California • Santa Ana, CA

11d • $43,000 - $58,500

About The Position

The Client Care Specialist performs a variety of bank-related functions while providing an exceptional service experience to clients. The role supports consumer and commercial clients with account maintenance, card products and services, and inquiries involving bank accounts and digital platforms. All duties must be performed in accordance with company policies and procedures and applicable U.S. state and federal laws and regulations.

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 position’s production needs.
• Intermediate math skills, including calculating interest and percentages, balancing accounts, performing arithmetic with whole numbers, fractions, and decimals, identifying routine math errors, computing rates and ratios, and drafting and interpreting bar graphs.
• Effective organizational and time management skills.
• Oral, written, and interpersonal communication skills, including the ability 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 by telephone.
• Ability to perform duties with general supervision.
• 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.
• Prior banking or financial services industry experience.

Responsibilities

• Answer incoming calls from clients and branches about checking and savings accounts, debit cards, certificates of deposit, and loans; serve as the point of contact for account maintenance for existing and new clients.
• Troubleshoot and resolve inquiries about online banking websites and mobile applications, including maintenance and password support, and provide third-party platform support when aligned to client support.
• Troubleshoot and resolve complex inquiries regarding account activity when assigned to support clients.
• Research and resolve client inquiries promptly or route them to appropriate parties; complete service request forms when applicable.
• Perform maintenance and provide support for the Bank’s consumer and commercial debit card products.
• Process maintenance and modification requests for existing card products and services.
• Ensure card services are implemented and delivered within agreed timeframes and in accordance with policies, procedures, and regulatory requirements.
• Follow established policies and procedures.
• Perform other duties and projects as assigned.

Benefits

• 401(k) plan with company match and immediate vesting.
• Medical, dental, vision, AD&D, supplemental life, and long-term disability insurance options.
• Pre-tax Health Savings Account with employer contributions and pre-tax Flexible Spending Account.
• Adoption, surrogacy, and fertility assistance; paid parental leave; and family support solutions, including care options.
• Paid vacation days, holidays, and volunteer time off for eligible team members.
• Tuition reimbursement, annual mentorship program, leadership development resources, and access to LinkedIn Learning.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED