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AVP/Client Service Officer

Posting Date: 09/14/2020

Location: San Rafael, CA

Department: Lending

Qualifications:

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.

Summary:

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