Client Support Specialist
First Pacific Bank
Company Description First Pacific Bank, a wholly owned subsidiary of First Pacific Bancorp (OTCID: FPBC), is a growing community bank serving individuals, professionals, and small-to-medium sized businesses across Southern California. Since 2006, the bank has focused on a personalized approach, direct access to decision makers, and a broad range of financial solutions. Team members support a strong commitment to delivering an exceptional customer experience and building lasting client relationships. First Pacific Bank operates locations in Los Angeles County, Orange County, San Diego County, and the Inland Empire, offering opportunities to work within diverse communities.
Role Description The Client Support Specialist is a full-time, on-site role based in San Diego, CA. This role is responsible for assisting clients with everyday banking inquiries, resolving issues, and ensuring a positive experience across branch and phone interactions. Daily activities include responding to account questions, processing basic transactions, researching and resolving service concerns, and guiding clients to appropriate products or services. The Client Support Specialist collaborates with branch staff and management to follow bank policies, maintain accurate records, and support operational tasks such as documentation, data entry, and follow-up communications. The role also involves identifying opportunities to improve client satisfaction and contributing to a service-focused team environment.
Qualifications
- Candidates should possess strong Interpersonal Skills and a focus on Customer Satisfaction to build trust and maintain positive client relationships.
- Candidates should possess Customer Support experience and solid Communication skills (verbal and written) to handle inquiries and resolve issues clearly and professionally.
- Candidates should possess Analytical Skills to understand client needs, interpret account information, and troubleshoot service problems effectively.
- Basic knowledge of banking products and services, or a willingness to learn quickly, is beneficial.
- Previous experience in a customer-facing role within financial services, retail, or hospitality is preferred.
- Ability to work on-site in San Diego, CA, manage multiple tasks, and maintain accuracy in a fast-paced environment.
- High school diploma or equivalent required; additional education in business, finance, or a related field is a plus.
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