Client Services Representative

Banc of California • Durham, NC

8d • Onsite

About The Position

The Client Services Representative is responsible for ensuring that all client documentation and regulatory requirements for loan and deposit accounts are met while serving as a primary point of contact for client relationships. This role oversees internal Venture Banking functions, projects, and support issues that affect clients while supporting client service needs and relationship management activities. 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

• Associate’s degree or equivalent work experience required.
• 3+ years of experience required.
• Creative and strategic thinker with excellent problem-solving and organizational skills.
• Ability to exhibit professionalism and a positive attitude under pressure.
• Ability to work independently while collaborating cross-functionally in a team environment.
• Superior oral and written communication skills.
• Ability to handle multiple priorities, projects, and relationships simultaneously.
• Proven success in managing large client accounts.
• High school diploma or equivalent required.

Nice To Haves

• Bachelor’s degree or higher preferred.

Responsibilities

• Provide front-line client service support.
• Exercise independent judgment and discretion on matters of significance to both the client and the bank, including interpreting and implementing bank policies and procedures while balancing client needs.
• Act as a point of contact for clients in a designated area, including overseeing all aspects of the deposit relationship.
• Manage client relationships from application through ongoing support.
• Track and monitor account opening documentation, service implementation, and fee collection to ensure compliance with regulatory guidelines.
• Process monetary transactions for customer accounts.
• Process account maintenance, updates, and corrections on IBS.
• Maintain strong knowledge of the Bank’s services and products to support clients and identify cross-selling opportunities.
• Provide research assistance and information to customers.
• Resolve customer disputes using independent judgment and knowledge of bank policies and procedures.
• Follow all established policies and procedures.
• Perform other duties and projects as assigned.

Benefits

• 401k plan which includes a company match and immediate vesting
• Comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability
• Pre-tax Health Savings Account with employer contributions
• Pre-tax Flexible Spending Account (FSA)
• Adoption assistance
• Surrogacy assistance
• Fertility assistance
• Paid parental leave
• Family support solutions including care options for your family
• Paid vacation days
• Paid holidays
• Volunteer time off
• Tuition reimbursement
• Annual mentorship program
• Leadership development resources
• Access to LinkedIn Learning

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree