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Client Service Representative

Company: Cal Private Bank
Location: Beverly Hills
Posted on: March 14, 2023

Job Description:

CalPrivate Bank is an equal opportunity employer, committed to diversity, equity and inclusion.

Job Title - Client Services Representative

Department - Branch Operations

Reports To - Client Services Manager

FSLA Status - Non-Exempt

Job Summary:

Accurately and efficiently process and record routine transactions for bank customers including cashing checks, accepting deposits and withdrawals, processing loan payments and money transfers. Promote and advise on the Bank's products and services. Perform to standards that meet or exceed the Bank's objectives and fulfill the expectations of all internal and external customers. Represents the Bank in a professional courteous manner at all times.

Duties and Responsibilities

Maintain a high level of service to Bank Customers.

Conduct all Teller functions as necessary following all related policies and procedures.

Accept cash and checks for deposit/withdrawal, identify customers, check accuracy, verify signatures are correct, written and numerical amounts agree and accounts have sufficient funds.

Perform specialized tasks such as preparing cashier's checks, foreign currency orders, client transfers, cash advances, safe deposit, process loan payments, etc.

Record all transactions promptly, accurately and in compliance with bank procedures.

Process mail, courier, ATM, corrections and or night drop deposits as assigned.

Balance teller cash drawer at the end of each shift, run branch capture as assigned.

Assist customers with problem resolution in order to maintain a high level of customer satisfaction. Act as the initial escalation point for problem resolution.

Act as dual custodian for vault, cash, keys and/or combos as necessary.

Perform clerical tasks such as filling, copying, scanning.

Answer general phone line, resolve customer inquiries and or forward calls as appropriate.

Strong interpersonal and communications skills with all levels of bank staff, customers and outside contacts.

Responsible for identifying cross sell opportunities and acting on them as appropriate.

Perform other duties as assigned or needed.



This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank's BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank's compliance program.

Physical Demands

Regularly required to talk or listen

Frequently required to use hands and fingers to handle or feel, reach with hands or arms.

Required to sit for long periods of time

Occasionally required to stand and walk

Occasionally required to lift up to 25 pounds

Specific vision abilities required by this position include close vision and the ability to focus.

Employee may be required to travel occasionally between banking offices.


Minimum 3-5 years customer service experience

Cash handling experience required.

Banking experience highly desirable


Quality/Accuracy of Work


Communication Skills

Customer Focus

Technical Skills

Problem Solving



Team Work



Keywords: Cal Private Bank, Beverly Hills , Client Service Representative, Sales , Beverly Hills, California

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