Sr. Client Services Specialist

Sr. Client Service Specialist

The Location: Coronado, California

Reports To: Client Service Manager

Make a Difference Where It Matters Most

At CalPrivate Bank, we believe banking is personal. We have deep roots in the communities we serve, and our client relationships are built on genuine care, thoughtful problem-solving, and unwavering integrity. Our solutions-based service, paired with best-in-class talent, sets us apart in the market, but it's trust that defines who we are. It's our gold standard, the currency we trade in, and the foundation of every decision we make. We're looking for leaders who want more than a title. We're looking for team players who want to make an impact. If you're driven to lead with purpose, ready to shape the future and have meaningful impact at a relationship-centered bank, CalPrivate Bank may be the place for you.

Your Opportunity: Sr. Client Services Specialist

The Senior Client Service Specialist delivers highly skilled, advanced-level support to clients and internal partners, managing complex transactions, specialized account maintenance, and escalated service needs with precision and professionalism. This role serves as a technical and procedural expert within the department, guiding team members on best practices, assisting with workflow prioritization, and ensuring adherence to service-level expectations. The CSS acts as an essential liaison between clients, Relationship Managers, Operations, and other internal partners to ensure a seamless, consistent, and personalized client experience.

Through a combination of deep operational knowledge, problem-solving capability, and strong client acumen, the CSS enhances the department's overall performance by improving turnaround times, reducing errors, and raising the standard of service delivery. Their contributions play a critical role in supporting the retention and expansion of client relationships, reinforcing the Bank's commitment to white-glove service and directly influencing the long-term strength and reputation of the organization.

What You'll Do

• Branch expert in opening new account utilizing Bank's new account platform.
• 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 all 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.
• Act as dual custodian for vault, cash, keys, etc.
• 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 Responsibilities

• This position includes direct interaction with customers and prospects and therefore includes responsibilities relating to BSA/AML. The employee is responsible for understanding and following the Bank's BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank's compliance program.

Who You Are

Experience & Expertise

• 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, with the ability to influence and align across markets and departments.
• Proven success in reinforcing a disciplined, performance-driven credit culture.
• Cash handling experience required.

Mindset & Values

• You lead with accountability, integrity, and consistency.
• You thrive in a collaborative environment where transparency and follow-through matter.
• You model professionalism, calm under pressure, and a solutions-oriented mindset.
• You embrace data-driven decision-making while maintaining a client-first perspective.
• You embody CalPrivate's culture; heart for client, excellence in service, and deep commitment to the Bank and its people.

Physical Demands

• Ability to sit or stand for extended periods of time.
• Ability to physically use a keyboard/mouse
• Ability to walk to and from workstations
• Ability to frequently lift and/or move up to 10lbs and occasionally lift and/or move up to 50 pounds.
• Specific vision abilities required by this job include close vision and ability to adjust focus

Why CalPrivate Bank?

This isn't just another bank job. At CalPrivate Bank, you will be part of something bigger. Our day-to-day operations and projects don't just impact a balance sheet, they influence real people, real businesses, and the communities we proudly serve. We are guided by our commitment to relationships, solutions, and trust. And we're building a team of people who reflect those values in everything they do.

If you're looking for a place where your work will matter, your ideas will be valued, and your growth will be supported, welcome to CalPrivate Bank! Ready to lead with purpose?