Client Services Specialist
About The Position
Provides entry-level administrative and client service support to Relationship Managers and the Client Service Officer team. Serves as an initial point of contact for routine client requests, helps collect and organize account documentation, and assists with basic account servicing and operational tasks. Works under established procedures and escalates non-routine items, documentation exceptions, or potential compliance concerns to the appropriate team members. The position is located in San Diego, California and is not eligible for hybrid work. It supports client communications, scheduling, correspondence, account documentation and maintenance, credit-file upkeep, account review preparation, and routine operational workflows while following bank policies and applicable regulations.
Requirements
- Entry-level administrative and client service support capabilities.
- Follow established procedures, checklists, and workflows for account documentation and servicing.
- Collect required information and check account, loan, and maintenance documentation for completeness.
- Escalate non-routine items, documentation exceptions, missing items, and potential compliance concerns to appropriate team members.
- Verify the authenticity of banking transaction requests and their senders.
- Maintain customer and credit-file information and handle confidential or sensitive correspondence.
Responsibilities
- Answer telephone calls; direct and screen calls; take and relay messages for Relationship Managers.
- Manage, schedule, and coordinate appointment calendars, including arranging and setting up in-person and virtual meetings.
- Compose and prepare correspondence, including confidential or sensitive information.
- Provide information to callers and greet customers and visitors.
- Facilitate communication between Relationship Managers and internal departments.
- Monitor client needs and keep Relationship Managers updated.
- Follow up on contacts made by Relationship Managers and support ongoing client relationships.
- Assist with preparing new account, loan, and account-maintenance documentation by collecting required information, checking completeness, and routing items for review or approval under established procedures.
- Follow checklists and workflows to help ensure forms for account opening, closing, and maintenance are completed and submitted on time; escalate missing items or exceptions for guidance.
- Support delivery of standard deposit-account disclosures and materials as directed; refer product-selection questions and complex servicing needs to the Relationship Manager/Client Service Officer team.
- Maintain and update customer credit files.
- Provide daily operational support, including credit inquiries, retrieving statements and check copies, scanning, photocopying, and special projects as needed.
- Maintain customer information in the Credit-Management System and ensure financial statements are received and updated promptly.
- Compile statements, reports, and supporting documentation for account-review preparation as requested.
- Review assigned daily overdraft or exception reports, identify items requiring follow-up, escalate according to established procedures, and document actions as directed.
- Collect banking transaction requests from clients, verify the authenticity of the request and sender, and forward requests to the appropriate department for completion.
- Comply with Bank policies and procedures and applicable state and federal banking laws, rules, and regulations.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
