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AVP/Client Service Officer

Posting Date: 09/14/2020

Location: San Rafael, CA

Department: Lending


Client focused and teamwork oriented. Requires minimal supervision. Has the ability to handle confidential information using discretion and judgement. Is highly organized and has the ability to multi-task and maintain accuracy. Possesses cash management knowledge and computer skills. Bachelor's degree (B. A.) from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience.

Primary Responsibilities:

Key liaison with clients. Client service activities (handles client requests, transfers, wires etc.). Customary teller functions when needed (cash handling & balancing, deposit taking etc.). New account opening (ensure proper documentation in compliance with bank policies and procedures). Joint sales calls with Relationship Managers. Deliver & provide tier 1 support for basic cash management solutions (basic online banking, ATM/Debit/Credit cards, Mobile Banking etc.). All other duties as assigned.


This position involves close coordination with the Relationship Management team in welcoming new business into the bank and managing existing client relationships on a daily basis. This position is a key liaison to deliver clients the outstanding service that our Heritage Bank of Commerce brand is built upon.

Benefits include competitive salary, bonus plan, medical, dental, group life & long term care insurance, vision care reimbursement, 401(k), and tuition reimbursement program, and a health club allowance. EOE