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Client Services Specialist; Temporary

Job in Santa Ana, Orange County, California, 92725, USA
Listing for: Banc of California
Seasonal/Temporary, Contract position
Listed on 2026-07-01
Job specializations:
  • Finance & Banking
    Bank Customer Service, Banking Operations
Salary/Wage Range or Industry Benchmark: 47840 - 52000 USD Yearly USD 47840.00 52000.00 YEAR
Job Description & How to Apply Below
Position: Client Services Specialist (Temporary up to 6 months)

Banc of California and Your Career

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 a nation’s premier relationship‑based business bank focused on providing banking and treasury management services to small, middle‑market, and venture‑backed businesses. It offers a broad range of loan and deposit products and services, with full‑service branches throughout California and Denver, Colorado, and full‑stack payment processing solutions through its subsidiary, Deepstack Technologies.

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.

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

Performs a variety of bank‑related functions while providing an exceptional service experience to our clients. Ensures performance of all duties in accordance with the company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates. 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
  • Answers incoming calls from clients and branches related to checking and savings accounts, debit cards, certificates of deposits and loans. If aligned to support Payment Card Industry (PCI) clients, the role will be the point‑of‑contact to service existing or new clients related to PCI accounts.
  • Troubleshoots and resolves client inquiries regarding online website and mobile application including maintenance and passwords. This may include third‑party support of HOA, digital wallet and other client‑facing platforms. If aligned to support PCI clients, troubleshoots and resolves a wide range of complex client inquiries regarding account activity.
  • Researches and resolves client inquiries in a timely manner or routes them to the appropriate parties for support and/or resolution. Completes service request forms if applicable.
  • Perform maintenance, and provides support to the Bank’s consumer and commercial customers for Debit Card products. Process requests for maintenance and modifications to existing card products and services. Ensures that the implementation and delivery of card services is completed within agreed‑upon time frames, adhering to policies, procedures, and regulatory requirements.
  • First point of contact for branch escalation, research, and account opening questions. Client services agents may also provide communication for wires and drawdowns.
  • Continually develops and maintains a working knowledge of internal policies and procedures to effectively assist all clients.
  • Follows established bank policies & procedures, meets and adheres to audit standards. Supports the company’s goals and values.
  • Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
  • Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values.
  • Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
  • Performs the position…
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