Client Services Officer

1980 Saturn St, Monterey Park, CA 91755, USA

Full-TimeDepends on ExperienceMid-LevelHigh school or equivalent

Job Description

Provide outstanding customer service to clients, banking offices, account management, sales representatives and merchants. Manage risk within delegated authority. Responsible for meeting PBCS Quality Assurance scores and guidelines. Develop rapport and establish key relationships with critical business units. Make independent decisions regarding customer requests weighing impact based on risk and drawing on overall banking knowledge and experience. Proactively manage complex customer service needs. Manage non-credit and operational risk to minimize operational losses; collectable overdrafts, wires and other exceptions. Use excellent technical and job knowledge as well as problem-solving and critical thinking skills to make sound decisions while balancing risk with opportunity. Use the highest level of expertise to quickly and effectively resolve banking office and client issues. Evaluate customer service issues identifying root causes and making recommendations based on thorough analysis.

Where is this job?

This job is located at 1980 Saturn St, Monterey Park, CA 91755, USA

Job Qualifications

Able to work effectively and efficiently in a fast-paced call center
At least 4 years of Call center experience
Flexible to work various shifts to meet the needs of the business.

Required Skills

Time Management
MS Excel
MS Word
Follow-up Skills
Customer Service skills
Record keeping

Soft Skills

Process Improvement
Self-Driven
Communication Skills
Adaptability and Creativity

Compensation

According to JobzMall, the average salary range for a Client Services Officer in 1980 Saturn St, Monterey Park, CA 91755, USA is $30,000 - $45,000 per year.

Additional Information

Union Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Required LanguagesEnglish

Job PostedOctober 20th, 2020

Apply BeforeApril 11th, 2026

This job posting is from a verified source.

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