Sr. Client Services Specialist

Your Opportunity

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's
• 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

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

• May require travel between regional offices to support team members, clients, and cross-functional initiatives
• 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