Banking Client Services Specialist

Location: Irvine, CA 92614
Work Schedule: Monday–Friday, 8:00 AM – 5:00 PM (1-hour lunch)
Work Environment: On-site only (no hybrid or remote options)

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.

Compensation & Benefits:

Salary Range: $60,000 – $97,000 (based on experience)

Bonus: Discretionary annual bonus of $4,000 – $8,000

Time Off:

15 days PTO

• 12 days sick leave
• 10 paid holidays

Team & Culture:

• Join a team of three in a customer-centric, professional, and solutions-oriented environment.
• Office culture values humor, collaboration, and excellence—“A-Team” mentality.
• Regular team outings (e.g., happy hours, baseball games).

Career Path & Training:

• Flexible career growth options:
• Management track
• Lateral moves into Treasury, International, or Fraud Prevention
• Onboarding includes 4–6 weeks of training.