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.
  • Able to 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.
    • The employee is required to understand and follow the Bank’s compliance program.

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
• Disciplined, performance-driven credit culture

Benefits

CalPrivate Bank offers a comprehensive benefits package designed to support the health, financial security, and well-being of our employees. This includes:

• Competitive compensation and benefits package
• Flexible work arrangements
• Professional development opportunities
• Employee wellness programs
• Community involvement initiatives

Pay

$X per hour or $Y per year, depending on experience and qualifications.

Schedule

Full-time position, Monday through Friday, with flexible hours to accommodate client needs.