Sr. Client Services Specialist

CalPrivate Bank•San Diego, CA

85d

About The Position

The Senior Client Service Specialist delivers highly skilled, advanced-level support to clients and internal partners, managing complex transactions, specialized account maintenance, and escalated service needs with precision and professionalism. This role serves as a technical and procedural expert within the department, guiding team members on best practices, assisting with workflow prioritization, and ensuring adherence to service-level expectations. The CSS acts as an essential liaison between clients, Relationship Managers, Operations, and other internal partners to ensure a seamless, consistent, and personalized client experience. Through a combination of deep operational knowledge, problem-solving capability, and strong client acumen, the CSS enhances the department’s overall performance by improving turnaround times, reducing errors, and raising the standard of service delivery. Their contributions play a critical role in supporting the retention and expansion of client relationships, reinforcing the Bank’s commitment to white-glove service and directly influencing the long-term strength and reputation of the organization.

Requirements

Minimum 5 years banking experience, commercial banking preferred
Minimum 2 years new account experience.
Minimum 1 year of sales experience.
Knowledge of Bank policies and procedures and regulatory compliance.
Strong analytical, organizational, and communication skills, with the ability to influence and align across markets and departments.
Proven success in reinforcing a disciplined, performance-driven credit culture.
Cash handling experience required.

Responsibilities

Branch expert in opening new account utilizing Bank’s new account platform.
Accurately produce signature cards and other documents, disclosures timely and efficiently.
Maintain a high level of service to Bank Customers.
Assist customers with problem resolution in order to maintain a high level of customer satisfaction. Act as the initial escalation point for problem resolution.
Proficient in all teller, safe deposit, ATM balancing and all related systems platforms.
Input wires as required.
New account callback of accounts opened by other CSS’
Thorough understanding of legal documentation requirements for both consumer and business accounts.
Act as dual custodian for vault, cash, keys, etc.
Perform clerical tasks such as filling, copying, scanning.
Answer general phone line, resolve customer inquiries and/or forward calls as appropriate.
Strong interpersonal and communications skills with all levels of bank staff, customers and outside contacts.
Responsible for identifying cross-sell opportunities and acting on them as appropriate.
Perform other duties as assigned or needed.
Ensure departmental procedures, templates, procedures, and processes are well documented, refreshed as needed, and changes communicated to all applicable parties with training delivered as needed.
This position includes direct interaction with customers and prospects and therefore includes responsibilities relating to BSA/AML. The employee is responsible for understanding and following the Bank’s BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program.