Premier Client Services & Loans Specialist
Listed on 2026-10-15
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Finance & Banking
Bank Customer Service, Banking & Finance -
Customer Service/HelpDesk
Bank Customer Service, Banking & Finance
California Bank & Trust is seeking a Premier Client Support Specialist in San Diego, CA. The role focuses on coordinating wealth management support activities and training related to new accounts, while processing both routine and complex loans.
You will consult with clients on products and services, review loan documentation for accuracy, and may handle cash deposits. Collaboration across departments is essential to deliver superior client service.
Are you ready to take on the Premier Client Services & Loans Specialist role at California Bank & Trust?
This role, Premier Client Services & Loans Specialist at California Bank & Trust, could be your next move.
We would love to welcome a new Premier Client Services & Loans Specialist to our group in San Diego, CA, United States.
For the Premier Client Services & Loans Specialist position at California Bank & Trust, we are reviewing applications now.
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