Client Service Officer

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


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.


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.