Client Services Officer

CalPrivate Bank•San Diego, CA

About The Position

The Client Services Officer serves as a primary relationship and service liaison for clients, managing a diverse range of daily banking needs, account servicing requests, and complex problem resolution. This role partners closely with Relationship Managers and internal departments to ensure clients receive responsive, accurate, and highly personalized support. The CSO is responsible for understanding client profiles, anticipating service needs, and delivering proactive solutions that align with the Bank’s service excellence standards. By consistently providing seamless and exceptional client support, the Client Services Officer materially enhances departmental capacity and service consistency. Their attention to detail, responsiveness, and commitment to client satisfaction play a crucial role in strengthening client relationships, improving retention, and supporting business development efforts. This role helps create a service environment that reflects the Bank’s mission, strengthens internal collaboration, and reinforces the organization’s reputation for providing distinctly different, high-touch financial services.

Requirements

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.

Nice To Haves

Experience in Commercial Banking preferred

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.