Client Services Specialist; Temporary

Client Services Specialist (Temporary Up To 6 Months)

Performs a variety of bank related functions while providing an exceptional service experience to our clients. Ensures the 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.

Answers incoming calls from clients and branches related to checking and savings accounts, debit cards, certificate of deposits and loans. Troubleshoots and resolves client inquiries regarding online website and mobile application including maintenance and passwords. Complete service request forms if applicable. Perform maintenance, and provide 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.

Ensure 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.

Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following:
Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA).

Ability to work in a collaborative, team-oriented environment. Must demonstrate a passion for client service. Intermediate knowledge of adherence to ECCHO and NACHA Rules. Effective organizational and time management skills. Intermediate skills in computer terminal and personal computer operation;
Microsoft Office applications including but not limited to:
Word, Excel, PowerPoint and Outlook. Intermediate typing skills to meet production needs of the position. Intermediate math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. Exceptional oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to clients and employees.

Ability to communicate with individuals utilizing a telephone; requires ability to hear and speak effectively on the telephone. Ability to work with general supervision while performing duties. High School diploma required. College degree is preferred. Minimum 6 months client service experience. Prior banking or financial services industry experience preferred.

The full-time base salary range for this position is a year $47,840. USD. The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation.

If you require reasonable accommodation as part of the application process, please contact Talent Acquisition. Equal Opportunity Employer.