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Client Services Representative
Full Time | Banking 6 Months Ago
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Pacific Western Bank is Hiring a Client Services Representative Near Brea, CA

Overview

The Client Services Representative will be responsible for ensuring that all client documentation and regulatory requirements for loan and deposit accounts are met. In addition, the CSR will be responsible for major client relationships from a business and service perspective, overseeing all internal Venture Banking functions (projects and support issues) that affect clients

Responsibilities

  • Front line client service support;
  • Must exercise independent judgement and discretion on matters of significance to both the client and the bank. This requires the ability to interpret and implement bank policies and procedures, while balancing that with the needs of the client
  • Act as one point of contact for clients in a designated area; including overseeing all aspects of the deposit relationship of a client
  • Manage total relationship for clients from application to ongoing support;
  • Tracking/ monitoring of account opening documentation, service implementation and fee collection to ensure compliance with all regulatory guidelines
  • Process monetary transactions for customer accounts;
  • Process account maintenance/updates & corrections on IBS;
  • Strong knowledge of Bank’s services and products for client support and cross-selling;
  • Provide research assistance and information to customers;
  • Resolve customer disputes by using independent judgment and knowledge of bank policies and procedures
  • Perform other duties as assigned.

Qualifications

Required:

  • 3 years experience
  • Bachelor’s degree or equivalent work experience
  • Creative and strategic thinker with excellent problem solving and organizational skills;
  • Ability to exhibit professionalism and a positive attitude under pressure;
  • Ability to work independently yet collaborate cross-functionally in a team environment;
  • Superior oral and written communication skills;
  • Ability to handle multiple priorities, projects and relationships simultaneously;
  • Proven success in managing large client accounts.

Physical Requirements:

  • Local travel may be required
  • Role requires sitting or standing in front of a computer monitor for prolonged periods of time in a fixed neck position.
  • Constant use of a computer or other office equipment resulting in repeating motions of the hands and wrists.
  • Light work that may include moving objects up to 20 pounds.

PWB is an EEO/AA/Disability/Vets Employer

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

POST DATE

09/01/2022

EXPIRATION DATE

12/08/2022

WEBSITE

pacwest.com

HEADQUARTERS

BEVERLY HILLS, CA

SIZE

1,000 - 3,000

FOUNDED

1982

CEO

MATTHEW P WAGNER

REVENUE

$200M - $500M

INDUSTRY

Banking

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The following is the career advancement route for Client Services Representative positions, which can be used as a reference in future career path planning. As a Client Services Representative, it can be promoted into senior positions as a Client Service Specialist II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Representative. You can explore the career advancement for a Client Services Representative below and select your interested title to get hiring information.

If you are interested in becoming a Client Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Services Representative job description and responsibilities

Providing the clients with product and service knowledge.

02/20/2022: Colorado Springs, CO

The Client Services Representative performs Masterfile maintenance and quality control, facilitates requests supporting audit exams and reviews, ad-hoc regulatory requests and self-testing.

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The Client Services Representative provides various customer service functions that support the patient care units and off-site lab customers.

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The Client Services Representative reflects the mission, vision, values of NM and adheres to the organization's Code of Ethics and Corporate Compliance Program. Complies with all relevant policies, procedures, guidelines, other regulatory and accreditatio

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Planning and making a schedule for the monthly meetings with the clients.

03/01/2022: High Point, NC

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Services Representative jobs

A Client Services Representative needs to be familiar with every part of a site.

01/02/2022: Fargo, ND

Representatives who work for utility and telecommunications companies may help customers with service problems, such as outages.

12/22/2021: Elkhart, IN

Review the job description for a Client Services Representative.

01/01/2022: Carson City, NV

The CSR works is to set expectations for both the client and the specialist so that realistic goals are set and achieved.

12/30/2021: Santa Rosa, CA

The representative may be seated at a desk or workstation, or they may be on the phone with clients.

02/17/2022: Knoxville, TN

Step 3: View the best colleges and universities for Client Services Representative.

Florida Southern College
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