Relationship Banking Specialist – Client Services

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 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