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Client Services Representative

Brea, CA | Full Time
Expired

Job Description

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

Skills for Client Services Representative

The job skills required for Client Services Representative include client service, Products and Services, CSR, Problem Solving, Written Communication, client relationship etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Representative. Select any job title you are interested in and start to search job requirements.

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Career Path for Client Services Representative

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 an Account Services Representative Sr 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.

How to Become a Client Services Representative

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 a Client Services Representative

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Step 2 Knowing the best tips for becoming a Client Services Representative can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

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

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