Customer Service Officer--LA Jolla
Job Description
Riverside, CA
Position Overview:
The Client Services Officer provides advanced secretarial, administrative, and operational support to the Relationship Management team. This role is essential to the smooth operation of the regional office and plays a key part in delivering exceptional customer service and supporting commercial banking functions.
Key Responsibilities:
Administrative & Operational Support
- Assist with day-to-day operations of the regional office.
- Perform word processing, maintain files, and manage office supplies.
- Support general office management and ensure adherence to internal policies and procedures.
- Prepare data and conduct analysis on account holders and account information.
Customer & Relationship Management Support
- Assist Relationship Managers with administrative tasks such as letters, financial requests, and status updates.
- Help customers open appropriate account types and gather required documentation.
- Review legal and account documentation to ensure bank assets are protected.
- Address customer inquiries and resolve issues with a high level of service.
Compliance & Quality Control
- Ensure compliance with commercial banking policies and procedures.
- Consult with Quality Control, BSA, or other departments as needed.
- Stay informed of new developments affecting corporate banking.
Process Improvement
- Recommend new methods and procedures to improve operational efficiency.
Qualifications:
- College degree preferred but not required.
- Ideally seeking 2–3 years of banking experience.
- Experience with business formation documents and account creation is a plus.
- Strong organizational, communication, and customer service skills.
Meet Your Recruiter
Greg Athans
Senior Director Executive Placement
Greg is a dedicated and hardworking professional who is your go-to recruiter for all things related to engineering, supply chain, operations, and executive level recruiting. He brings with him over 15 years’ experience in finding talent for small to Fortune 100 organizations with his success founded on building relationships and in providing top-level customer service. Greg is consistently a top performer, and the recipient of numerous company awards.
Greg is an avid Cubs fan; enjoys Marvel movies; Discovery, History, and is a Science Channel fan! Greg is 100% Greek
If you are ever in the mood to break some plates, and yell Opa!, He is your guy!