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Client Services

Job in Durham, Durham County, North Carolina, 27703, USA
Listing for: Pacific Western Bank
Full Time position
Listed on 2026-02-04
Job specializations:
  • Finance & Banking
    Office Administrator/ Coordinator
Job Description & How to Apply Below
Position: Client Services Support

Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “Bank”). Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through Banc Edge.

The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.

At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values – Entrepreneurialism, Operational Excellence, and Superior Analytics – empower us in creating a dynamic and inclusive workplace.

We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more.

TOGETHER WE WIN®

THE OPPORTUNITY

Position will be responsible for front line support to Client Services Staff, as well as Venture bankers and clients, in all areas of deposit, loan and treasury management operations with the objective of providing exemplary service to insure total customer satisfaction. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates.

HOW

YOU’LL MAKE A DIFFERENCE
  • Prepare documents for new accounts and treasury management services.
  • Tracking of account opening, documentation, service implementation and fee collection.
  • Insure all new deposit accounts are properly booked in Horizon.
  • Process monetary transactions for customer accounts.
  • Process account maintenance/updates & corrections on Horizon.
  • Strong knowledge of Bank’s services and products for client support and cross-selling.
  • Provide research assistance and information to customers.
  • Insure customer document files are up-to-date.
  • Support Client Services staff in a variety of ways.
  • Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions.
  • Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; promotes working environment free of harassment of any type.
  • Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values.
  • Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.
  • Performs other duties and projects as assigned.
WHAT YOU’LL BRING
  • Strong computer skills including MS Word and EXCEL
  • Bank data processing mainframe 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 meet deadlines and manage expectations
  • Ability to handle multiple priorities, projects and relationships simultaneously
  • Proven success in managing large client accounts
HOW WE’LL SUPPORT YOU
  • Financial Security: You will be eligible to participate in a 401k plan in which the Bank will match 100% of the first 4% of your contributions, which is immediately vested.
  • Health & Well-Being:
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