Banking Client Service & Branch Operations Specialist

Paycom - ATS

Irvine (CA)

On-site

USD 36,000 - 43,000

Full time

3 days ago
Be an early applicant
Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

Benefits offered by this job

Medical
Dental
Vision
401K
Disability insurance
Flexible spending account
Generous vacation and sick policy

Job summary

United Business Bank in Irvine, CA is seeking a Client Service Officer to deliver full onsite client service and support branch operations. You will assist with deposit products, new accounts, teller functions, and account maintenance while ensuring compliance with bank policies and regulatory requirements.

The role emphasizes accuracy, timely service, and collaboration with branch leadership to ensure a positive client experience.

Qualifications

  • Self-starter with entrepreneurial spirit and team orientation.
  • Two or more years in retail or branch banking, client service, or related financial services.
  • Experience supervising staff or guiding day-to-day work in a branch or client service environment.

Responsibilities

  • Provide comprehensive client service and branch operational support.
  • Assist clients with deposit products and services, new accounts, and teller functions.
  • Maintain compliance with bank policies, procedures, security standards, and regulatory requirements.
  • Coordinate day-to-day branch operations when the Manager is absent.

Skills

Client service
Relationship building
Regulatory knowledge
Communication
Time management

Education

High school diploma
Associate or Bachelor's in business/finance
Banking education/training

Tools

Microsoft Office
Bank systems

Job description

United Business Bank in Irvine, CA is seeking a Client Service Officer to deliver full onsite client service and support branch operations. You will assist with deposit products, new accounts, teller functions, and account maintenance while ensuring compliance with bank policies and regulatory requirements.

The role emphasizes accuracy, timely service, and collaboration with branch leadership to ensure a positive client experience.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Client Experience & Branch Ops Lead
Client Experience & Branch Ops Lead

United Business Bank • Irvine (CA)

On-site
USD 42,000 - 66,000
Medical insurance
Dental insurance
Vision insurance
+4
Client Service Officer
Client Service Officer

Paycom - ATS • Irvine (CA)

On-site
USD 36,000 - 43,000
Medical
Dental
Vision
+4
Branch Operations & Customer Experience Lead
Branch Operations & Customer Experience Lead

Bank of Hope • Irvine (CA)

On-site
USD 33,000 - 41,000
Senior Client Officer - Lead Service & Growth
Senior Client Officer - Lead Service & Growth

City National Bank • Irvine (CA)

On-site
USD 33,000 - 51,000
Comprehensive healthcare coverage
401(k) company matching
Tuition Reimbursement
+4
Client Banking Officer — Community Banking Support
Client Banking Officer — Community Banking Support

Banc of California, Inc. • Santa Ana (CA)

On-site
USD 45,000 - 67,000
Client Experience Banking Specialist | Hybrid Role
Client Experience Banking Specialist | Hybrid Role

First Bank • Irvine (CA), Northern (KY)

Hybrid
USD 29,000 - 35,000
Hybrid work model
Senior Banking Client Services Specialist
Senior Banking Client Services Specialist

Paycom • Granby (CO)

On-site
USD 33,000 - 36,000
Medical insurance
Dental insurance
Vision insurance
+4
Client Banking Specialist - Community Banking Support
Client Banking Specialist - Community Banking Support

Pacific Western Bank • Santa Ana (CA)

On-site
USD 65,000 - 90,000
401k with company match
Medical, dental, vision
AD&D and life insurance
+4
Client Banking Specialist (Temp) – Onboarding & TM Support
Client Banking Specialist (Temp) – Onboarding & TM Support

Pacific Western Bank • Santa Ana (CA)

On-site
USD 61,291,000 - 92,295,000
Relationship Banker, Branch Operations
Relationship Banker, Branch Operations

Pacific Western Bank • Laguna Hills (CA)

On-site
USD 27,000 - 37,000