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Pacific Western Bank Client Services Support in Murrieta, California

Overview

Position will be responsible for front line support to Client Services Officer, as well as Treasury Management bankers, loan officers and clients, in all areas of deposit, loan and treasury management operations with the objective of providing exemplary service to insure total customer satisfaction.

Responsibilities

RESPONSIBILITIES:

  • Front line client service support

  • Prepare documents for new accounts and treasury management services

  • Tracking of account opening, documentation, service implementation and fee collection

  • Insure all new deposit accounts are properly booked

  • Process monetary transactions for customer accounts

  • Process account maintenance/updates & corrections

  • Strong knowledge of Bank’s services and products for client support and cross-selling

  • Provide research assistance and information to customers

  • Insure customer document files are up-to-date

  • Support Client Services Officer in a variety of ways

Qualifications

POSITION REQUIREMENTS:

  • AA required or equivalent work experience

  • 1 + years experience in bank operations/client services

  • Strong computer skills including MS Word and EXCEL

  • Bank data processing mainframe experience

  • Creative and strategic thinker with excellent problem solving and organizational skills

  • Ability to exhibit professionalism and a positive attitude under pressure

  • Ability to work independently yet collaborate cross-functionally in a team environment

  • Superior oral and written communication skills

  • Ability to meet deadlines and manage expectations

  • Ability to handle multiple priorities, projects and relationships simultaneously

  • Proven success in managing large client accounts

Job Locations US-CA-Murrieta

ID 2021-1549

Category Branch Administration/Customer Service

Type Regular Full-Time

Equal Opportunity Employer

PacWest Bancorp and its affiliates are fully committed to the principles of equal opportunity and diversity. We take pride in building a workplace culture where all employees feel supported and respected, and have equal access to career and development opportunities without regard to race, religion/creed, color, national origin, age, marital status, ancestry, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), gender identity/expression, sexual orientation, veteran status, physical or mental disability, medical condition, military status, genetic information, or any other characteristic protected by federal, state or local laws.

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