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Client Relationship Advisor II

2 months ago

Rancho Santa Margarita, California, United States Bank of Southern CA Full time

Job Type:
Full-time

Position Overview:
We are seeking to fill two (2) full-time positions for the role of Relationship Banking Specialist II at Bank of Southern CA.

Role Summary:
Deliver an exceptional customer experience to all clients visiting the branch, assisting them with their account management and transactional requirements. Actively promote and cross-sell banking products and services while providing support to fellow team members in various tasks as assigned.

Key Responsibilities:

  • Identify opportunities to promote and cross-sell banking products and services.
  • Ensure an outstanding customer experience for all branch visitors.
  • Address customer inquiries and complaints with professionalism and efficiency, resolving issues at the branch level whenever possible.
  • Perform essential transactions to meet customer needs, including account servicing and teller functions:
  1. Processing client transactions
  2. Managing debit card requests and services
  3. Setting up and servicing online banking (as applicable)
  4. Ordering printed checks
  5. Handling branch cash orders and shipments (as applicable)
  6. Conducting branch certifications (as assigned)
  7. Processing stop payments
  8. Managing holds
  9. Handling Reg. E claims
  10. Opening, closing, and servicing safe deposit boxes (as assigned)
  • Exhibit a thorough understanding of compliance regulations related to account servicing, ensuring proper account titling and ownership to mitigate risks:
  1. Bank Secrecy Act
  2. Customer Information Program
  3. Beneficial Ownership
  4. Office of Foreign Asset Control
  5. Trust Account documentation
  6. Fiduciary Account documentation
  • Participate in ongoing training and achieve satisfactory ratings on all compliance audits.
  • Adhere to reporting and recordkeeping requirements as outlined by the Bank Secrecy Act, Anti-Money Laundering laws, OFAC, and CIP regulations.
  • Follow all policies and procedures related to regulatory compliance.
  • Independently handle complex or non-routine operational issues, recognizing when to seek management support.
  • Ensure the branch operates safely and effectively.
  • Maintain reliable and regular attendance.
  • Perform other duties as assigned.
Required Skills and Qualifications:
  • Proficient in Microsoft Office and other relevant software.
  • Strong mathematical and analytical abilities.
  • Excellent verbal and written communication skills.
  • Outstanding interpersonal skills.
  • Effective time management and organizational capabilities.
  • Attention to detail and commitment to follow-through.
  • Able to work collaboratively with colleagues and accept constructive feedback.
  • Knowledge of banking products and systems to facilitate cross-selling.
  • Comprehensive understanding of banking regulations, particularly BSA.
  • Ability to accurately handle cash transactions.
Education and Experience:
  • High school diploma or GED equivalent required.
  • Preferred: Six months of experience in branch banking.
  • Required: Minimum six months of cash handling experience.
Work Environment:
  • Standard office environment with moderate noise levels.
Physical Requirements:
  • Prolonged periods of sitting at a desk and working on a computer.
  • Ability to remain stationary for extended periods.
  • Occasional movement within the office to access files and equipment.
  • Occasional lifting of objects up to 25 pounds.
  • Consistent use of office machinery, including computers and printers.
  • Frequent communication with employees, clients, and vendors.
Equal Opportunity Employer: Bank of Southern CA is an equal opportunity employer, welcoming applicants from diverse backgrounds.