Client Services Officer I

Heritage Bank of Commerce•San Jose, CA

58d•$22 - $36

About The Position

The Client Services Officer I role coordinates closely with the Relationship Management team and Operations team in welcoming new business into the bank and managing existing client relationships on a daily basis. The CSO I is a key liaison to deliver clients the outstanding service that our Heritage Bank of Commerce brand is built upon.

Requirements

Bachelor's degree from a four-year college or university or equivalent work experience
Minimum of two years of related experience
Effective communication skills in presenting information in one-on-one and small group situations to customers and other employees of the organization
Displays a customer focused attitude with the ability to engage customers, build personal connections, and exhibit professionalism

Nice To Haves

Advanced knowledge of Microsoft Word and Excel preferred

Responsibilities

Act as a key liaison with clients:
Conduct client service activities including handling client requests, completing transfers, assisting with wires, etc.
Deliver and provide tier 1 support for basic cash management solutions (basic online banking, ATM/Debit/Credit cards, Mobile Banking, etc.)
Deliver and provide tier 2 support for cash management solutions (including but not limited to boarding new account set-ups on the business online banking platform)
Provide exceptional customer service to all clients, prospective clients and Bank employees, in person, by email, and the phone:
Interact and establish rapport with all clients that conduct business in the branch
Display outstanding interpersonal skills and maintain a professional image at all times
Maintain a working knowledge of banking operations as it applies to the position:
Follow proper procedures to mitigate risk to the bank within assigned approval authority including but not limited to NSF/OD decisions
Follow bank policies and banking regulations
Complete operations work accurately and efficiently
Assist in completing periodic certifications in a timely and accurate manner to audit requirements
Assist clients with new account opening and ensure proper documentation is in compliance with bank policies and procedures
Conduct customary teller functions when needed
Perform all other duties and special projects as assigned