The Client Services Officer I plays a vital role at Heritage Bank of Commerce by coordinating with the Relationship Management and Operations teams to welcome new business clients and manage existing relationships. This position ensures exceptional service through direct client engagement, cash management support, and accurate execution of operational duties in compliance with banking regulations.
What You'll Do
- Act as a key liaison with clients
- Conduct client service activities including handling client requests, completing transfers, assisting with wires, etc.
- Deliver and provide tier 1 support for basic cash management solutions (basic online banking, ATM/Debit/Credit cards, Mobile Banking, etc.)
- Deliver and provide tier 2 support for cash management solutions (including but not limited to boarding new account set-ups on the business online banking platform)
- Provide exceptional customer service to all clients, prospective clients and Bank employees, in person, by email, and the phone
- Interact and establish rapport with all clients that conduct business in the branch
- Display outstanding interpersonal skills and maintain a professional image at all times
- Follow proper procedures to mitigate risk to the bank within assigned approval authority including but not limited to NSF/OD decisions
- Follow bank policies and banking regulations
- Complete operations work accurately and efficiently
- Assist in completing periodic certifications in a timely and accurate manner to audit requirements
- Assist clients with new account opening and ensure proper documentation is in compliance with bank policies and procedures
- Conduct customary teller functions when needed
- Perform all other duties and special projects as assigned
What We're Looking For
- Bachelor's degree from a four-year college or university or equivalent work experience
- Minimum of two years of related experience
- Effective communication skills in presenting information in one-on-one and small group situations to customers and other employees of the organization
- Displays a customer focused attitude with the ability to engage customers, build personal connections, and exhibit professionalism
- The employee is responsible for ensuring compliance with all aspects of job related laws and regulations
- Must maintain current compliance knowledge by attending compliance related training seminars and staff meetings and by reading pertinent compliance related materials
- Compliance with Bank Secrecy Act (BSA)
- Compliance with Office of Foreign Asset Control (OFAC)
- Compliance with Vendor Management
- Compliance with Information and Data Security
- Compliance with SEC regulations related to corporate governance and disclosure
Nice to Have
- Advanced knowledge of Microsoft Word and Excel
Technical Stack
- Microsoft Word
- Microsoft Excel
- Business online banking platform
- Online banking
- Mobile Banking
- ATM/Debit/Credit card systems
Team & Environment
- Collaborates with Relationship Management team and Operations team
Benefits & Compensation
- Salary range: $21.81 - $36.36/hour
Work Mode
- Onsite
Heritage Bank of Commerce is an Equal Opportunity Employer committed to diversity and inclusion. We do not discriminate on the basis of race, color, ethnicity, religion, sex, sexual orientation, gender identity, national origin, marital status, genetic information, disability, Veteran status, or any other characteristic protected by Federal, state or local laws.
