Customer Service Officer--LA Jolla

Client Services Officer

Riverside, CA

Position Overview:

The Client Services Officer provides advanced secretarial, administrative, and operational support to the Relationship Management team. This role is essential to the smooth operation of the regional office and plays a key part in delivering exceptional customer service and supporting commercial banking functions.

Key Responsibilities:

Administrative & Operational Support:

• Assist with day-to-day operations of the regional office.
• Perform word processing, maintain files, and manage office supplies.
• Support general office management and ensure adherence to internal policies and procedures.
• Prepare data and conduct analysis on account holders and account information.

Customer & Relationship Management Support:

• Assist Relationship Managers with administrative tasks such as letters, financial requests, and status updates.
• Help customers open appropriate account types and gather required documentation.
• Review legal and account documentation to ensure bank assets are protected.
• Address customer inquiries and resolve issues with a high level of service.

Compliance & Quality Control:

• Ensure compliance with commercial banking policies and procedures.
• Consult with Quality Control, BSA, or other departments as needed.
• Stay informed of new developments affecting corporate banking.

Process Improvement:

• Recommend new methods and procedures to improve operational efficiency.

Qualifications:

• College degree preferred but not required.
• Ideally seeking 23 years of banking experience.
• Experience with business formation documents and account creation is a plus.
• Strong organizational, communication, and customer service skills.