Jobs
>
La Jolla

    Sr Client Services Specialist - San Diego, United States - CalPrivate Bank

    CalPrivate Bank
    CalPrivate Bank San Diego, United States

    1 week ago

    Default job background
    Description

    Job Description

    Job Description

    Job Title

    Sr. Client Services Specialist

    Department

    Branch Operations

    Reports To

    Sr. Client Service Officer/ Client Service Manager/ Sr. Client Service Manager

    FLSA Status

    Non-Exempt

    Job Summary

    Interviews and determines customer's banking needs. Aides in selecting accounts and services best suited for the customer's particular needs and requirements. Accurately and efficiently opens and cross-sells new accounts and bank products. Processes teller transactions as necessary. Performs to standards that meet or exceed the Bank's objectives and fulfills the expectations of all internal and external customers. Represents the Bank in a professional courteous manner at all times. Shows leadership in assisting and cross-training of less experienced staff members in the new account process. Responsible for the most complex transactions and customer relationships.

    Duties and Responsibilities

    • Branch expert in opening new account utilizing Bank's new account platform.
    • Accurately produce signature cards and other documents, disclosures timely and efficiently.
    • Maintain a high level of service to Bank Customers.
    • Assist customers with problem resolution in order to maintain a high level of customer satisfaction. Act as the initial escalation point for problem resolution.
    • Proficient in all teller, safe deposit, ATM balancing and all related systems platforms.
    • Input wires as required.
    • New account callback of accounts opened by other CSS'
    • Thorough understanding of legal documentation requirements for both consumer and business accounts.
    • Act as dual custodian for vault, cash, keys, etc.
    • Perform clerical tasks such as filling, copying, scanning.
    • Answer general phone line, resolve customer inquiries and or forward calls as appropriate.
    • Strong interpersonal and communications skills with all levels of bank staff, customers and outside contacts.
    • Responsible for identifying cross sell opportunities and acting on them as appropriate.
    • Perform other duties as assigned or needed.

    BSA/AML/Compliance

    Responsibilities

    This position includes direct interaction with customers and prospects and therefore includes responsibilities relating to BSA/AML. The employee is responsible for understanding and following the Bank's BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank's compliance program.

    Qualifications

    • Minimum 5 years banking experience
    • Minimum 2 years new account experience.
    • Minimum of 1 year sales experience.
    • Knowledge of Bank policies and procedures and regulatory compliance.
    • Cash handling experience required.

    Competencies

    • Customer Focus
    • Technical Skills
    • Problem Solving
    • Planning/Organizing
    • Judgment
    • Team Work
    • Composure

    Physical Demands

    • Regularly required to talk or listen
    • Frequently required to use hands and fingers to handle or feel, reach with hands or arms.
    • Required to sit for long periods of time
    • Occasionally required to stand and walk
    • Occasionally required to lift up to 25 pounds
    • Specific vision abilities required by this position include close vision and the ability to focus.
    • Employee may be required to travel occasionally between banking offices
  • Scripps Health

    Patient Service Specialist

    2 weeks ago

    Scripps Health La Jolla, United States

    Scripps Health Administrative Services supports our five hospitals and 19 outpatient facilities, which treat half a million patients annually through 2,600 affiliated physicians. · At Scripps Health, you will experience the pride, support, and respect of an organization that has ...

  • Scripps Health

    Patient Service Specialist

    2 weeks ago

    Scripps Health La Jolla, United States

    Scripps Health Administrative Services supports our five hospitals and 19 outpatient facilities, which treat half a million patients annually through 2,600 affiliated physicians. · At Scripps Health, you will experience the pride, support, and respect of an organization that has ...

  • Scripps Health

    Patient Service Specialist

    2 weeks ago

    Scripps Health La Jolla, United States

    Scripps Health Administrative Services supports our five hospitals and 19 outpatient facilities, which treat half a million patients annually through 2,600 affiliated physicians. · At Scripps Health, you will experience the pride, support, and respect of an organization that has ...

  • O'GARA San Diego

    Guest Services Specialist

    2 days ago

    O'GARA San Diego La Jolla, United States

    Guest Services Specialist is responsible for delivering exceptional customer service. This role will answer calls and field them accordingly, address questions and needs of the customers and provide an overall welcoming environment. · **REQUIREMENTS AND QUALIFICATIONS** · - High ...

  • Epiq Systems, Inc.

    Service Specialist

    2 weeks ago

    Epiq Systems, Inc. San Diego, United States

    It's fun to work at a company where people truly believe in what they are doing · **Job Description**: · A Service Specialist is part of a team that provides various administrative support to our clients which may include; copy, print, mail, hospitality, facilities and receptioni ...

  • Epiq Systems, Inc.

    Lead Service Specialist

    3 weeks ago

    Epiq Systems, Inc. San Diego, United States

    It's fun to work at a company where people truly believe in what they are doing · **Job Description**: · The Lead Service Specialist assists the Supervisor or Manager in leading the workflow of the Service Specialists. Will accurately communicate with client staff and Epiq team m ...

  • Westmont Living Inc

    Resident Services Specialist

    1 week ago

    Westmont Living Inc San Diego, United States

    **At Westmont Living,** we provide a full spectrum of options in health care and housing, from independent and assisted retirement living to memory care. The comfort and care of our residents is our highest priority. We're committed to providing the highest level of service to ou ...

  • Epiq Systems, Inc.

    Fast Service Specialist

    3 weeks ago

    Epiq Systems, Inc. San Diego, United States

    It's fun to work at a company where people truly believe in what they are doing · **Job Description**: · A Service Specialist - FAST provides various administrative support services that may include; copy, print, mail, hospitality, facilities and receptionist services. This uniqu ...

  • Scripps Health

    Patient Service Specialist

    2 weeks ago

    Scripps Health San Diego, United States

    Scripps Health Administrative Services supports our five hospitals and 19 outpatient facilities, which treat half a million patients annually through 2,600 affiliated physicians. · At Scripps Health, you will experience the pride, support, and respect of an organization that has ...

  • Pure Infrared Sauna Studio

    Customer Service Specialist

    2 weeks ago

    Pure Infrared Sauna Studio San Diego, United States

    **About us** · Pure Infrared Sauna Studio is San Diego's first fully immersive wellness recovery studio Located on Bankers Hill in San Diego, we offer infrared sauna, cold plunge, salt therapy, red light and compression therapy. Wellness at it's finest. · Our work environment inc ...

  • Scripps Health

    Patient Service Specialist

    1 week ago

    Scripps Health San Diego, United States

    Scripps Health Administrative Services supports our five hospitals and 19 outpatient facilities, which treat half a million patients annually through 2,600 affiliated physicians. · **This is a benefitted Full Time, Day Shift role with a Monday - Friday, 8AM - 5PM schedule, locate ...

  • MYSENIORHEALTHPLANCOM INC

    Customer Service Specialist

    2 weeks ago

    MYSENIORHEALTHPLANCOM INC San Diego, United States

    : · **AVAILABLE FOR IMMEDIATE HIRE** · **My Senior Health Plan** is looking for an upbeat, compassionate individual who is hardworking, reliable, and committed to doing their best every day · We have been around for nearly years but still have the small-business feel There is MUC ...

  • Workshops for Warriors

    Career Services Specialist

    2 weeks ago

    Workshops for Warriors San Diego, United States

    **Key Job Functions**: · **Duties and Responsibilities**: · - ** Placement assistance**: Provide job placement assistance to all eligible graduates and document the results to demonstrate clear and positive outcomes from the training. Maintain placement records, along with suppor ...

  • Scripps Health

    Patient Service Specialist

    2 weeks ago

    Scripps Health Encinitas, United States

    Scripps Health Administrative Services supports our five hospitals and 19 outpatient facilities, which treat half a million patients annually through 2,600 affiliated physicians. · At Scripps Health, you will experience the pride, support, and respect of an organization that has ...

  • Scripps Health

    Patient Service Specialist

    2 weeks ago

    Scripps Health Encinitas, United States

    Scripps Health Administrative Services supports our five hospitals and 19 outpatient facilities, which treat half a million patients annually through 2,600 affiliated physicians. · At Scripps Health, you will experience the pride, support, and respect of an organization that has ...

  • Scripps Health

    Patient Service Specialist

    2 weeks ago

    Scripps Health Encinitas, United States

    Scripps Health Administrative Services supports our five hospitals and 19 outpatient facilities, which treat half a million patients annually through 2,600 affiliated physicians. · At Scripps Health, you will experience the pride, support, and respect of an organization that has ...

  • Scripps Health

    Patient Service Specialist

    3 weeks ago

    Scripps Health Encinitas, United States

    Scripps Health Administrative Services supports our five hospitals and 19 outpatient facilities, which treat half a million patients annually through 2,600 affiliated physicians. · At Scripps Health, you will experience the pride, support, and respect of an organization that has ...

  • Scripps Health

    Patient Service Specialist

    3 weeks ago

    Scripps Health Encinitas, United States

    Scripps Health Administrative Services supports our five hospitals and 19 outpatient facilities, which treat half a million patients annually through 2,600 affiliated physicians. · At Scripps Health, you will experience the pride, support, and respect of an organization that has ...

  • County of San Diego

    Human Services Specialist

    2 days ago

    County of San Diego San Diego, United States

    **HUMAN SERVICES SPECIALIST** · **The Health & Human Services Agency is seeking to fill a large number of vacancies across the different San Diego regions. If it is your passion to help others and you are willing to learn because you enjoy making a difference for other individual ...

  • MyPoint Credit Union

    Member Services Specialist

    1 week ago

    MyPoint Credit Union San Diego, United States

    MyPoint Credit Union is a member-owned financial institution that first opened its doors in 1948 to serve the community. MyPoint has now proven itself to be the financial services leader within the community and the region. · Come join our family · MyPoint is seeking full-time Me ...