Client Service Specialist
4 weeks ago
**CalPrivate Bank is an equal opportunity employer, committed to diversity, equity and inclusion.**
**Job Title - Client Services Specialist**
**Department - Beverly Hills Branch**
**Reports To - Client Services Manager**
**FLSA Status - Non-Exempt**
**Job Summary**:
- Interviews and determines customer’s banking needs. Aides in selecting accounts and services best suited for the customer’s particular needs and requirements. Accurately and efficiently opens and cross-sells new accounts and bank products. Processes teller transactions as necessary. Performs to standards that meet or exceed the Bank’s objectives and fulfills the expectations of all internal and external customers. Represents the Bank in a professional courteous manner at all times.
**Duties and Responsibilities**
- Open new accounts 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.
- Understand 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.
- Conduct all Teller functions as necessary following all related policies and procedures.
- 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.
- Serve as backup as needed.
- Perform other duties as assigned or needed.
**BSA/AML/Compliance**
**Responsibilities**
- This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. 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.
- Requirements
**Qualifications**
- Minimum 3-5 years banking client service and operations experience.
- New account experience highly desirable.
- Knowledge of Bank policies and procedures and regulatory compliance.
- Cash handling experience required.
**Competencies**
- Customer Focus
- Approachability
- Effective Communication Skills
- Technical Skills
- Problem Solving
- Planning/Organizing Skills
- Judgment and Decision Making Skills
- Team Work
- Composure
- Quality/Accurate and detail oriented
-
Client Service Specialist
1 week ago
Beverly Hills, United States CalPrivate Bank Full timeJob DescriptionJob DescriptionCalPrivate Bank is an equal opportunity employer, committed to diversity, equity and inclusion.Job Title - Client Services SpecialistDepartment - Beverly Hills BranchReports To - Client Services ManagerFLSA Status - Non-ExemptJob Summary:Interviews and determines customer’s banking needs. Aides in selecting accounts and...
-
Client Service Specialist
2 months ago
Beverly Hills, United States CalPrivate Bank Full timeJob DescriptionJob DescriptionCalPrivate Bank is an equal opportunity employer, committed to diversity, equity and inclusion.Job Title - Client Services SpecialistDepartment - Beverly Hills BranchReports To - Client Services ManagerFLSA Status - Non-ExemptJob Summary:Interviews and determines customer’s banking needs. Aides in selecting accounts and...
-
Client Services Officer
7 days ago
Beverly Hills, United States City National Bank Full timeOverview: CLIENT SERVICES OFFICER WHAT IS THE OPPORTUNITY? This person is primarily responsible for the hiring, developing, coaching, and supervising the Customer Service Specialist in the department. They assist the Customer Service Manager in motivating and building the operational integrity of the staff in support of the department objectives. They...
-
Client Services Officer
17 hours ago
Beverly Hills, United States City National Bank Full timeOverview:CLIENT SERVICES OFFICERWHAT IS THE OPPORTUNITY? This person is primarily responsible for the hiring, developing, coaching, and supervising the Customer Service Specialist in the department. They assist the Customer Service Manager in motivating and building the operational integrity of the staff in support of the department objectives. They...
-
Client Services Officer
1 week ago
Beverly Hills, United States City National Bank Full timeOverview: CLIENT SERVICES OFFICER WHAT IS THE OPPORTUNITY? This person is primarily responsible for the hiring, developing, coaching, and supervising the Customer Service Specialist in the department. They assist the Customer Service Manager in motivating and building the operational integrity of the staff in support of the department objectives. They...
-
Client Svcs Specialist Ii
3 days ago
Beverly Hills, United States City National Bank Full timeOverview: **CLIENT SVCS SPECIALIST II** **WHAT IS THE OPPORTUNITY?** This person will handle a variety of branch transactions for Entertainment Operations except new accounts. They are expert in all aspects of providing exemplary customer service and assisting customers with any transaction. Has good working knowledge of bank policies and...
-
Client Service Specialist
1 week ago
Woodland Hills, United States Mercer Global Advisors Full timeMercer Advisors is a different kind of wealth management firm. We exist so that our clients don't have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money - "A family office for your family." We connect the dots of our clients' financial lives...
-
Client Care Specialist
2 weeks ago
Indian Hills, United States Sanders & Johnson, Inc. Full timeJob DescriptionJob DescriptionBecome a full-time Client Care Specialist with Sanders & Johnson, Inc. and help provide a vital service to countless people in need! Our Indian Hills, CO office needs someone like you on our phones to assist both our customers and our technicians.What do we offer our Client Care Specialist? We're glad you asked!Based on...
-
AVP, Client Services Branch Manager
7 days ago
Beverly Hills, United States EH National Bank Full timeJob Description Job Description Understanding that exceptional people... create exceptional circumstances! Who we are: We are a bank that knows our clients by name, understands their banking needs and works as a team to provide the highest level of service possible. We provide modern banking tools strengthened by a renowned tradition of service. We offer our...
-
Client Service Representative
1 month ago
Woodland Hills, United States VCA Animal Hospitals, Inc. Full timeVCA Veterinary Specialists of the Valley is seeking a Client Service Representative to complement our talented team in Woodland Hills, California. We have full-time or part-time positions available, 8 hr shifts, day, evening and/or overnight with the Client Service, Representative, Customer Service, Animal Care, Retail, Client, Associate
-
Patient Service Specialist
1 week ago
Beverly Hills, United States Select Physical Therapy Full timeOverview: When patients enter our center in Beverly Hills, we want them to have an exceptional experience starting at the front desk. Thats where you come in. As a patient service specialist, youll manage both the patient side and business side of our center. The front desk is your station to be a patient advocate, communicate with individuals via email and...
-
Suited Security Specialist
1 month ago
Beverly Hills, United States Security Industry Specialists, Inc. Full timeAbout this position: - Department: Retail - Location: Beverly Hills, CA - Employment Type: Full-Time & Part Time About us: Security Industry Specialists (SIS) provides security solutions to some of the most recognized companies and brands in the world. We deliver services that consistently exceed those of our peers. We accomplish this through innovation,...
-
Veterinary Client Care Specialist
7 days ago
Woodland Hills, United States Veterinary Cancer Group SFV Full timeDescription Position at Veterinary Cancer Group SFV Veterinary Cancer Group SFV is hiring an Experienced Client Care Specialist to join our amazing oncology team! The Client Care Specialist is the primary support to our front office.Veterinary Cancer Group in San Fernando Valley invests heavily in our employees' long-term growth and happiness and strive to...
-
Waxing Specialist
2 weeks ago
Beverly Hills, United States Miniluxe Inc Full timeJob DescriptionJob DescriptionPosition: Wax Specialist About MiniLuxeOver the last decade, we have been reimagining and revolutionizing the world’s most used but least regulated beauty service: Self - Care. We celebrate self-care as an everyday luxury for everyone, anywhere, at any time. We are doing this by becoming the world’s leading ethical and...
-
Client Onboarding Specialist
7 days ago
Laguna Hills, United States Recall Masters Full timeJob DescriptionJob DescriptionJob Description:Recall Masters is the leading provider of automotive recall information, services, and vehicle owner communications dedicated to helping automakers and their franchise dealers expedite the repair of recalled vehicles and make the roadways safer for everyone. We have partnered with 17 of the top 25 National Dealer...
-
Client Advisor
3 weeks ago
Beverly Hills, United States Burberry Full timeAt Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it was founded in 1856 and is central to how we operate as a company today.- We aim to provide an environment...
-
Client Services Specialist
5 hours ago
Bedford Hills, United States Event VIP Full timeJob DescriptionJob Description**Position:** Client Services Representative/Sales Support**Type:** Full-Time, Salary**Location:** Hybrid Remote/In-Office (Westchester & CT residents only) **Job Description:**Are you passionate about live events and skilled in sales? Join our dynamic team at a leading Live Event Ticket Agency! We're seeking an ambitious...
-
Client Advisor
7 days ago
Beverly Hills, United States Burberry Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: At Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief...
-
Billing Specialist
2 weeks ago
Beverly Hills, United States Physical Therapy Specialists Of Beverly Hills Full timeOverview: **Physical Therapy Specialist**, a member of the Confluent Health family, is looking for a Full Time On Site Billing Specialist to join our team!** At** **Physical Therapy Specialist** **you’ll find an amazing culture because we want our employees to love coming to work and do what they love - helping our patients get back to their everyday...
-
Client Advisor
3 weeks ago
Beverly Hills, United States Burberry Limited Full timeINTRODUCTION At Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it was founded in 1856 and is central to how we operate as a company today. We aim to...