Customer Service Specialist

CalPrivate Bank; Beverly Hills (CA); On-site; USD 47,000 - 57,000; Full time

Job summary

An established industry player is looking for a Customer Service Specialist to enhance client interactions and ensure satisfaction. This role involves understanding customer banking needs, opening accounts, and providing exceptional service. You will be instrumental in cross-selling bank products while maintaining compliance with regulations. The ideal candidate will have strong communication skills and a customer-focused approach, making a significant impact in a dynamic banking environment. Join a team that values diversity, equity, and inclusion while helping clients achieve their financial goals.

Benefits

Medical insurance

Vision insurance

401(k)

Qualifications

• Minimum 3-5 years banking client service and operations experience.
• Knowledge of Bank policies and procedures and regulatory compliance.

Responsibilities

• Open new accounts utilizing Bank’s new account platform.
• Assist customers with problem resolution to maintain satisfaction.

Skills

Customer Focus

Effective Communication Skills

Problem Solving

Technical Skills

Judgment and Decision Making Skills

Team Work

Composure

Quality/Accurate and Detail Oriented

Job description

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This range is provided by CalPrivate Bank. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$47,000.00/yr - $57,000.00/yr

Direct message the job poster from CalPrivate Bank

VP Talent Acquistion & Employee Retention

Client Services Specialist

CalPrivate Bank is an equal opportunity employer, committed to diversity equity & inclusion!!!

Job Summary

Interviews and determines customer’s banking needs. Aides in selecting accounts and services best suited for the customer’s particular needs and requirements. Accurately and efficiently opens and cross-sells new accounts and bank products. Processes teller transactions as necessary. Performs to standards that meet or exceed the Bank’s objectives and fulfills the expectations of all internal and external customers. Represents the Bank in a professional courteous manner at all times.

Duties and Responsibilities

• Open new accounts utilizing Bank’s new account platform.
• Accurately produce signature cards and other documents, disclosures timely and efficiently.
• Maintain a high level of service to Bank Customers.
• Assist customers with problem resolution in order to maintain a high level of customer satisfaction. Act as the initial escalation point for problem resolution.
• Proficient in all teller, safe deposit, ATM balancing and all related systems platforms.
• Understand legal documentation requirements for both consumer and business accounts.
• Perform clerical tasks such as filling, copying, scanning.
• Answer general phone line, resolve customer inquiries and or forward calls as appropriate.
• Conduct all Teller functions as necessary following all related policies and procedures.
• Strong interpersonal and communications skills with all levels of bank staff, customers and outside contacts.
• Responsible for identifying cross sell opportunities and acting on them as appropriate.
• Serve as backup as needed.
• Perform other duties as assigned or needed.

BSA/AML/Compliance

Responsibilities

• This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank’s BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program.

Qualifications

• Minimum 3-5 years banking client service and operations experience.
• Knowledge of Bank policies and procedures and regulatory compliance.
• Cash handling experience required.
• Customer Focus
• Approachability
• Effective Communication Skills
• Technical Skills
• Problem Solving
• Judgment and Decision Making Skills
• Team Work
• Composure
• Quality/Accurate and Detail Oriented

Physical Demands

• Regularly required to talk or listen
• Frequently required to use hands and fingers to handle or feel, reach with hands or arms.
• Required to sit for long periods of time
• Occasionally required to stand and walk
• Occasionally required to lift up to 25 pounds
• Specific vision abilities required by this position include close vision and the ability to focus.
• Employee may be required to travel occasionally between banking offices

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative, Customer Service, and Sales

• Industries

  Banking

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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