Client Service Representative - Retail Banking​/Personal Banker

Client Service Representative – Retail Banking / Personal Banker

Full-time, In-Office, Non-Exempt.

Location:

Lynnwood, WA (100% In-Office)

Base Salary: $50,000 - $55,000 per year (dependent on experience)

Reports To:

Senior Vice President, Client Services and Vice President, Banking Operations

Experience

Required:

A minimum of 2 years of retail banking experience (teller, personal banker, or client service role) is required, with hands‑on knowledge of core deposit products, transaction processing, and account servicing.

The Client Service Representative is the face and voice of Pacific Crest Bank. They are responsible for delivering exceptional service across multiple channels—inbound/outbound calls, emails, and in‑person lobby interactions. This dynamic role blends frontline relationship banking with critical back‑office operations.

• Provide a warm, professional greeting to all lobby clients and manage in‑person inquiries.
• Answer incoming phone calls, resolve complex customer problems, and escalat dispute when necessary.
• Identify client business needs and proactively offer relevant services.
• Act as a dedicated liaison between various bank departments to ensure seamless client issue resolution.

• Execute a variety of retail banking and teller transactions efficiently (deposits, withdrawals, stop payments).
• Accurately handle the opening, servicing, and closing of core account products (CDs, Money Market, Checking Accounts).
• Manage incoming mail operations, document imaging, and quality control.

• Maintain strict adherence to bank policies and Federal regulatory compliance (BSA, USA PATRIOT Act, OFAC).
• Practice precise branch security procedures to protect customer privacy and data confidentiality.

• Industry Knowledge: Minimum 2 years of experience in retail banking (teller, personal banker, or client service representative) with personal/business products, core operations, and BSA/AML compliance.
• Communication
  
  Skills:
  
  Highly developed verbal and written communication skills with a natural ability to build professional rapport.
• Education: High school diploma or equivalent required.
• Technical
  
  Skills:
  
  Proficiency with Microsoft Office (Word, Excel, and Outlook) and an aptitude for learning specialized banking software.
• What Will Make You Successful: A strong work ethic, unwavering integrity, sharp attention to detail, and the ability to multitask in a fast‑paced environment.

Work Structure: Must be able to work full‑time in our Lynnwood office (this role is not eligible for remote work). Monday – Friday, 8:30 am – 4:30 pm.

• Salary: $50,000 to $55,000 base per year (dependent on experience).
• Bonus: Eligible for our established corporate bonus plan.
• Health & Wellness: Medical, dental, and vision insurance. Short‑term/long‑term disability and life insurance.
• Retirement: 401(k) retirement plan with an employer matching contribution.
• Work-Life Balance: 11 paid holidays and 15 days of PTO (accrued monthly).
• Community: Corporate matching program for personal charitable donations.

Equal Opportunity Employer

Pacific Crest Bank is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non‑disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law. All employment decisions are based on qualifications, merit, and business need.