Sr. Client Services Specialist

About the role

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.

Responsibilities

• 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.
• 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.

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, 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

Skills

• Deep operational knowledge
• Problem-solving capability
• Strong client acumen
• Improves turnaround times, reduces errors, and raises the standard of service delivery
• Enhances department’s overall performance
• Supports retention and expansion of client relationships
• Influences long-term strength and reputation of the organization

Benefits

CalPrivate Bank offers a competitive benefits package including health insurance, retirement plans, and paid time off.

Pay

$80,000 - $90,000 annually

Schedule

Full-time, Monday through Friday, 8:00 AM - 4:30 PM