Client Services Professional III

Los Angeles

Thursday, 04 June 2026

Leverage adaptable skills and service consistently across different LOB clients including the end-to-end execution of tasks and requests. Responsible for responding to and handling a broad range of complex operational issues for all client levels and all levels of colleagues, delivering an exceptional client service experience. Use product knowledge and standard procedures to provide proactive and reliable solutions to support the client relationship. Provide consistent service through the end-to-end execution of tasks and requests, with a focus on quality and client security. WHAT WILL YOU DO? Entrepreneurial sense of ownership of client inquiries & requests, with proactive anticipation of client needs. Critical thinking to creatively resolve client issues while following standard practices and procedures. Can independently solve a range of straightforward problems. Receives general instructions on routine work and detailed instructions on new projects or assignments. Works under moderate supervision. Exercises judgment within defined procedures and practices to determine appropriate action. When applicable, able to determine when collaboration or escalation are necessary. Takes accountability for decisions. Answering incoming calls, emails, and correspondence from clients and completing requests on the client’s behalf or escalating requests as appropriate. This can include money movement (transfer and payments), providing account information, updating client information, troubleshooting client issues, researching client inquiries and other requests. Provide proactive and reliable solutions to support the relationship based on comprehensive product knowledge. Attending trainings, team meetings, and individual manager meetings for feedback, coaching, and development. Supporting special projects as assigned WHAT DO YOU NEED TO SUCCEED? Required Qualifications - Bachelor's Degree or equivalent 1-3 years of customer service, banking, operations and/or relationship management support experience .-3 years of bank products, documentation, and servicing experience. Additional Qualifications. Substantive expertise across a variety of products. Understanding of upstream/downstream business processes & impacts. WHAT'S IN IT FOR YOU? Compensation.

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