Banking Client Services Specialist

American Business Bank; San Diego (CA); On-site; USD 39,000 - 52,000; Full time

Job summary

American Business Bank in San Diego is seeking a Client Services Officer to provide high-level secretarial, administrative and operational support to the relationship management team, and to help keep regional operations running smoothly.

The role involves data preparation and analysis on accounts, compliance with BSA/CIP/CDD, and close collaboration with internal departments to serve customers and maintain accurate records.

Qualifications

• Administrative support in a banking environment.
• Ability to prepare data and analyze account information.
• Knowledge of Bank Secrecy Act, CIP and CDD requirements.
• Strong communication and multitasking skills.

Responsibilities

• Provide advanced secretarial and administrative support for the relationship management team.
• Assist with day-to-day operations and calendar management.
• Prepare data analyses on account holders and account information.
• Ensure compliance with BSA, CIP and CDD rules and regulatory requirements.
• Answer calls, greet customers, and coordinate with internal departments.

Skills

Secretarial skills

Administrative support

Customer service

Compliance awareness

Job description

American Business Bank in San Diego is seeking a Client Services Officer to provide high-level secretarial, administrative and operational support to the relationship management team, and to help keep regional operations running smoothly.

The role involves data preparation and analysis on accounts, compliance with BSA/CIP/CDD, and close collaboration with internal departments to serve customers and maintain accurate records.