Client Services Liaison

6 days ago

Durham North Carolina, United States Banc of California Full time
Job Summary

The Client Services Representative will be responsible for ensuring that all client documentation and regulatory requirements for loan and deposit accounts are met. In addition, the CSR will be responsible for major client relationships from a business and service perspective, overseeing all internal Venture Banking functions (projects and support issues) that affect clients.

Key Responsibilities:
  • Front line client service support
  • Exercise independent judgement and discretion on matters of significance to both the client and the bank
  • Act as one point of contact for clients in a designated area
  • Manage total relationship for clients from application to ongoing support
  • Track and monitor account opening documentation, service implementation and fee collection to ensure compliance with all regulatory guidelines
  • Process monetary transactions for customer accounts
  • Process account maintenance/updates & corrections on IBS
  • Strong knowledge of Bank's services and products for client support and cross-selling
  • Provide research assistance and information to customers
  • Resolve customer disputes by using independent judgment and knowledge of bank policies and procedures
Requirements:
  • 3+ years experience
  • Bachelor's degree or equivalent work experience
  • 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 yet collaborate 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
Salary Range:

$49,944.00 USD; Final salary to be determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with geographic/market data.

Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process please contact Talent Acquisition Partner.

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