Client Services Specialist

Provides entry-level administrative and client service support to Relationship Managers and the Client Service Officer team. Serves as an initial point of contact for routine client requests, helps collect and organize account documentation, and assists with basic account servicing and operational tasks. Works under established procedures and escalates non-routine items, documentation exceptions, or potential compliance concerns to the appropriate team members.

Location: San Diego, California

Hybrid Eligibility: No

Essential Duties:

Answers telephone, directs, screens calls, takes and relays messages for the relationship managers.

Manages, schedules, and coordinates the calendar of appointments including scheduling and set up in-person and virtual meetings.

Composes and prepares correspondence, including confidential and/or sensitive information.

Provides information to callers, greets customers and visitors. 

Provides a bridge for effective communication between the relationship managers and internal departments.

Acts as a “barometer” on client needs and keeps the relationship managers updated.

Follows up on contacts made by the relationship managers and supports the ongoing relationships.

Assists with preparing new account, loan, and account maintenance documentation (e.g., tickets/forms) by collecting required information, checking for completeness, and routing items for review/approval per established procedures.

Helps ensure required forms are completed and submitted timely by following checklists and established workflows for account opening, closing, and maintenance; escalates missing items or exceptions for guidance.

Understands basic consumer and business deposit account types and supports the delivery of standard disclosures and materials as directed; refers product selection questions and complex servicing needs to the Relationship Manager/Client Service Officer team.

Maintains and updates customer credit files.

Assists with daily operational support such as credit inquires, pulling statements, copies of checks, scanning and photocopying and any other special projects when needed.

Maintains customer information in the Credit-Management System. Ensures financial statements are received and updated in a timely manner. 

Assists with account review preparation by compiling statements, reports, and supporting documentation as requested.

Reviews daily overdraft or exception reports as assigned to identify items requiring follow-up and escalates per established procedures; documents actions taken as directed.

Collects banking transaction requests from clients, verifies the authenticity of the request and the sender, and forwards to the appropriate department for the completion of the transaction.

Assures compliance with all Bank policies and procedures and all applicable state and federal banking laws, rules and regulations.