Client Services Representative ( Temporary for up to 6 months)

Banc of California•Durham, NC

About The Position

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. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates.

Requirements

3+ years’ experience
Associate’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

Nice To Haves

Bachelor’s degree or higher

Responsibilities

Front line client service support.
Must exercise independent judgement and discretion on matters of significance to both the client and the bank. This requires the ability to interpret and implement bank policies and procedures, while balancing that with the needs of the client.
Act as one point of contact for clients in a designated area; including overseeing all aspects of the deposit relationship of a client.
Manage total relationship for clients from application to ongoing support.
Tracking/ monitoring of 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.
Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions.
Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values.
Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.
Performs other duties and projects as assigned.