Client Services Representative

Banc of California
Durham
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsEducation: associatesSkills: ["Problem-solving","Organizational skills","Communication","Professionalism","Independent work"]

Serve as a primary point of contact for client relationships, managing deposit/account service from application through ongoing support. Ensure client documentation and regulatory requirements for loan and deposit accounts are met, including tracking account opening documentation, implementation, and fee collection. Provide front-line client service, process monetary transactions, resolve disputes using bank policies, and support internal venture banking functions while identifying opportunities to cross-sell bank services.

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FursaFursa
Banc of California
Banc of California
3 days ago

Client Services Representative

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Serve as a primary point of contact for client relationships, managing deposit/account service from application through ongoing support. Ensure client documentation and regulatory requirements for loan and deposit accounts are met, including tracking account opening documentation, implementation, and fee collection. Provide front-line client service, process monetary transactions, resolve disputes using bank policies, and support internal venture banking functions while identifying opportunities to cross-sell bank services.
Location: Durham
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Provide front-line client service support and serve as a point of contact for clients in a designated area.
  • •Oversee deposit relationship activities, including managing relationships from application through ongoing support.
  • •Track and monitor account opening documentation, service implementation, and fee collection to ensure regulatory compliance.
  • •Process monetary transactions and handle account maintenance, updates, and corrections on IBS.
  • •Resolve customer disputes using independent judgment and knowledge of bank policies, and support client service and relationship management activities.

Pay and Benefits

Perks:401kHealth InsuranceDentalVisionLife InsuranceLong-term DisabilityHsaFsaPaid LeaveParental Leave

Key Requirements

  • •Associate's degree or equivalent work experience.
  • •3+ years of experience.
  • •Excellent problem-solving, organizational, and discretion/judgment skills for client- and bank-impacting matters.
  • •Superior oral and written communication skills, with professionalism and a positive attitude under pressure.
  • •Ability to handle multiple priorities and relationships while collaborating cross-functionally in a team environment.
Experience:3+ yearsBankingClient servicesRelationship managementLoan and deposit accountsVenture banking
Education:Associate's
Skills:Problem-solvingOrganizational skillsCommunicationProfessionalismIndependent work

Company Brief

Banc of California
Provides commercial and business banking services including deposits, lending, treasury management, and specialty financing for small and middle-market businesses, entrepreneurs, and real estate clients through its U.S. banking operations.
Industry: Corporate Banking
Company Size: Enterprise (1,001+ employees)
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Los Angeles, United States
Founded: 1941
WebsiteLinkedIn