Senior Client Experience Leader - Private Banking

CalPrivate Bank; Beverly Hills (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

CalPrivate Bank in Beverly Hills, CA, seeks a Sr. Client Service Specialist to deliver advanced client support, manage complex transactions, and act as a liaison among clients, Relationship Managers, and Operations.

You will guide teammates on best practices, maintain service levels, and uphold BSA/AML policies while providing personalized client service and opportunities for cross-selling.

Qualifications

• Minimum 5 years banking experience, commercial banking preferred.
• Minimum 2 years new account experience.
• Minimum 1 year of sales experience.
• Cash handling experience required.

Responsibilities

• Open new accounts using the bank platform and prepare signature cards and disclosures.
• Maintain high level of service to bank customers and resolve issues.
• Input wires and manage account documentation and legal requirements.
• Serve as escalation point for problem resolution and cross-sell opportunities.
• Support vault operations and perform clerical tasks as needed.
• Maintain thorough documentation of procedures and train others.

Skills

Banking experience

New accounts experience

Sales experience

Cash handling

Analytical skills

Communication skills

Job description

CalPrivate Bank in Beverly Hills, CA, seeks a Sr. Client Service Specialist to deliver advanced client support, manage complex transactions, and act as a liaison among clients, Relationship Managers, and Operations.

You will guide teammates on best practices, maintain service levels, and uphold BSA/AML policies while providing personalized client service and opportunities for cross-selling.