Client Services Representative

Pacific Western Bank; Durham (NC); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

401k match

Health insurance

Adoption assistance

Paid time off

Tuition reimbursement

Mentorship program

LinkedIn Learning

Job summary

Banc of California seeks a Client Services Representative to ensure client documentation and regulatory compliance for loan and deposit accounts, while serving as the primary contact for relationships. You will oversee venture banking support, projects, and client service needs in alignment with policies and laws.

In this role you’ll manage account opening, monitor documentation, and handle transactions, building knowledge of bank services to identify cross-sell opportunities and resolve

Qualifications

• Associate’s degree or equivalent work experience required.
• 3+ years of experience required.
• Proven success in managing large client accounts.
• Bachelor’s degree or higher preferred.
• High school diploma or equivalent required.

Responsibilities

• Provide front-line client service support.
• Exercise independent judgment on matters of significance to client and bank policies.
• Act as contact for clients in a designated area, overseeing deposit relationships.
• Manage client relationships from application through ongoing support.
• Track and monitor account opening documentation and fee collection for compliance.
• Process monetary transactions for customer accounts.

Skills

Creative thinking

Strategic thinking

Problem solving

Organizational skills

Communication skills

Independent work

Cross-functional collaboration

Multitasking

Client relationship management

Education

Associate degree or equivalent

Bachelor’s degree or higher preferred

High school diploma or equivalent

Job description

Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent company of Banc of California. Banc of California is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities. The bank also provides full-service payment processing solutions to its clients and serves the Community Association Management industry nationwide through its technology forward platform, SmartStreet. Banc of California is committed to supporting its local communities through the Banc of California Charitable Foundation and by partnering with organizations that promote financial literacy, job training, small business support, affordable housing, and more.

At Banc of California, our success is powered by our people and a shared commitment to delivering meaningful results. We foster an environment where entrepreneurial thinking is encouraged, and accountability and operational excellence are expected. Our team members are empowered to take ownership, make informed decisions, and make a meaningful impact as the bank continues to grow and evolve. We are dedicated to supporting your growth and wellbeing through comprehensive benefits, robust development opportunities, and inclusive programs that enable you to perform at your best. Together we win!

THE OPPORTUNITY

The Client Services Representative is responsible for ensuring that all client documentation and regulatory requirements for loan and deposit accounts are met while serving as a primary point of contact for client relationships. This role oversees internal Venture Banking functions, projects, and support issues that affect clients while supporting client service needs and relationship management activities. 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.

HOW YOU'LL MAKE A DIFFERENCE

• Provide front-line client service support.
• Exercise independent judgment and discretion on matters of significance to both the client and the bank, including interpreting and implementing bank policies and procedures while balancing client needs.
• Act as a point of contact for clients in a designated area, including overseeing all aspects of the deposit relationship.
• Manage client relationships from application through ongoing support.
• Track and monitor account opening documentation, service implementation, and fee collection to ensure compliance with regulatory guidelines.
• Process monetary transactions for customer accounts.
• Process account maintenance, updates, and corrections on IBS.
• Maintain strong knowledge of the Bank’s services and products to support clients and identify cross-selling opportunities.
• Provide research assistance and information to customers.
• Resolve customer disputes using independent judgment and knowledge of bank policies and procedures.
• Follow all established policies and procedures.
• Perform other duties and projects as assigned.

WHAT YOU'LL BRING

• Associate’s degree or equivalent work experience required.
• 3+ years of experience required.
• 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 while collaborating 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.
• Bachelor’s degree or higher preferred.
• High school diploma or equivalent required.

HOW WE'LL SUPPORT YOU

Financial Security: You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting.

Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA).

Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.

Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off.

Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.

The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.

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 their actual or perceived race (including traits associated with race, such as hair texture, hair type or protective hairstyles), religion or religious creed (including religious dress and grooming practices), color, sex (including pregnancy, childbirth, breastfeeding and related medical conditions), sexual orientation, gender, gender identity, gender expression, gender transitioning, citizenship status, national origin, ancestry, age, marital status, military or veteran status, medical condition, genetic information, or disability (mental or physical), requests for accommodation and any additional protected categories set forth in applicable federal, state or local laws. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.