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Client Services Representative

Golden State Bank
Glendale, CA
  • Posted: 4 days ago
  • Full-Time
Job Description
Job Summary

The Client Service Representative consistently delivers excellent customer service by exceeding customer expectations; make the customer the top priority and look for ways to create customer value and loyalty. You will work in a team environment with shared goals. You are expected to efficiently and accurately process all customer transactions including account opening. Exemplifies a professional image for the Bank.

Essential Job Duties
  • Cross-sells bank products by answering inquiries, informing customers of new services and product promotions, ascertaining customers’ needs, and directing customers to Relationship Manager/Banker for additional deposit and/or loan needs.
  • Enhance knowledge of deposit products and services offered by the Bank including online banking, mobile deposits, and Remote Deposit Capture. Identify opportunities in which clients could benefit from these services.
  • Processes all teller transactions including but not limited to deposits, withdrawals, transfers, Cashier’s Checks, outgoing wires, and mobile deposit review. Examines checks for proper endorsement.
  • Responsible for daily review and acceptance of Mobile Deposits.
  • Responsible for answering incoming phone-calls and email requests from clients and assist with financial needs.
  • Identifies when Reg CC holds as needed and places holds accurately.
  • Assists in clearing out of balance issues including daily computer suspense items
  • Completes customer account inquiries such as, balances, temporary statement printouts, check copies and account research.
  • Process courier bags, mail deposits, loan payments, and cash shipments.
  • Assist with the review and organization of monthly reports to ensure proper retention is attained.
  • Assist with daily call-back reports as needed.
  • Assist with monthly Branch Certifications
  • May assist with creating CIP/CDD, callback of CIP/CDD information and assisting in new account documentation as needed.
  • Works closely with Supervisor on special projects
  • Complies with all bank operations and security procedures by participating in all dual-control functions, including teller cash counts, quarterly key certifications, and negotiable items.
  • Adheres to all Bank Compliance and BSA/AML/CIP requirements.
  • Perform other duties and responsibilities as assigned.
  • Responsible for CD rollovers and CD rollover call-backs to ensure accuracy
  • Strong understanding on required documents for Business accounts, Trust accounts, and IRA accounts.
  • Assists clients with their account opening needs, including superseding accounts.
  • Adheres to BSA/CIP/CDD/KYC requirements and partakes in new account training opportunities.
  • Ensure the timely and successful delivery of our solutions according to customer needs and objectives.
  • Complete Set up online banking for personal and business clients.
  • Responsible for keeping current clients satisfied and delivering exceptional client service on a day-to-day basis
  • Act as liaison with business partners for retail product solutions (i.e. cross-selling retail products to business owners). Build relationships with non-branch business employees.
  • Understands FDIC deposit Insurance Rules
  • Ensures new business banking relationships through outbound prospecting calling activities and develop new banking relationships through a consultative sales approach in some branches

Golden State Bank


Glendale, CA
91203 USA



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