Client Service Officer

Posting Date: 06/25/2020
Location: Pleasanton, CA 
Department: Branch Operations

Qualifications:

An ideal candidate is client focused and teamwork oriented with a strong ability to work well with others. Professional skills include, but are not limited to, being highly organized, communicate proficiently, have a knowledge of business banking, and technical 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). 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, vision and group life & long term care insurance, 401(k), tuition reimbursement program, and health club allowance.