Senior Banking Client Services Leader

CalPrivate Bank; Beverly Hills (CA); On-site; USD 55,000 - 72,000; Full time

Job summary

CalPrivate Bank in Beverly Hills is seeking a Sr. Client Services Specialist to deliver advanced client support, manage complex transactions, and maintain accurate account records with precision.

As a liaison between clients, Relationship Managers and Operations, you will ensure seamless service delivery, uphold SLAs, and identify cross-sell opportunities. The role requires 5+ years banking experience (commercial preferred), 2 years new account experience, 1 year sales, and a commitment to

Qualifications

• Minimum 5 years banking experience, commercial banking preferred.
• Minimum 2 years new account experience.
• Minimum 1 year of sales experience.
• Knowledge of Bank policies and procedures and regulatory compliance.
• Strong analytical, organizational, and communication skills.
• Cash handling experience required.

Responsibilities

• Open new accounts using the bank's new account platform and document processing.
• 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 related systems platforms.
• Input wires as required.
• New account callback of accounts opened by other CSS’
• Thorough understanding of 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.
• 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.
• Perform other duties as assigned or needed.
• Ensure departmental procedures, templates, procedures, and processes are well documented, refreshed as needed, and changes communicated to all applicable parties with training delivered as needed.
• AML/CFT/Compliance: This position includes direct interaction with customers and prospects and includes responsibilities relating to BSA/AML; understand and follow the Bank’s policies and compliance program.

Skills

Banking experience

Customer service

Sales experience

Regulatory compliance knowledge

Cash handling

Analytical skills

Communication skills

Job description

CalPrivate Bank in Beverly Hills is seeking a Sr. Client Services Specialist to deliver advanced client support, manage complex transactions, and maintain accurate account records with precision.

As a liaison between clients, Relationship Managers and Operations, you will ensure seamless service delivery, uphold SLAs, and identify cross-sell opportunities. The role requires 5+ years banking experience (commercial preferred), 2 years new account experience, 1 year sales, and a commitment to