Preferred Banking Client Services Banker
Los Angeles, CA 90067 (100% On-site)
6-Month Contract to Extend/Hire: W2 Consultants Only

As a Preferred Banking Client Services Banker, you will provide prompt, accurate, and courteous responses to internal and external preferred banking client inquiries. You will have the opportunity to collaborate with team members to maximize customer service and resolve client issues. In this role, your main responsibility will be to ask questions and develop an understanding of clients' full banking needs and interact with other banking departments to ensure that those needs are met.

Responsibilities:

• Process client transactions such as deposits, withdrawals, book transfers, wire transfers, loan funding, advances, payments, purchases, and sales of both foreign currency and foreign drafts.
• Respond to any other banking needs and be able to complete them within 30 minutes.
• Assist clients by phone, email, and in-person about transaction requests and account inquiries to work as a liaison with other departments to meet clients' needs.
• Initiate courier service for pickup and delivery of customer deposits and documents as needed.
• Order checks, deposit slips, and other deposit supplies from our check vendors.
• Work with other departments to assist in the processing of specialized transactions (Ex. loan fees and special business banking capital calls).
• Navigate research resources and answer questions using our check images and the Check 21 program.
• Develop an understanding of how to read our clients' documentation using the OnBase program.
• Assist in audits of the department's previous day's new accounts and maintenance changes to ensure compliance with internal operating procedures.
• Work with internal departments to confirm and update client information to help expedite any research requests and/or refer them to the appropriate department to ensure timely responses.
• Issue cashier's checks as requested.
• Process account closings as requested.
• Order ATM cards and process instant issued card requests as needed.
• Submit travel declaration forms and assist with ATM questions from clients.
• Work with the ATM Department to help expedite any issues, questions, or concerns.
• Process stop payments and stop payment releases as requested.
• Process and respond to emails and/or inquiries from the bank's Online Banking, Call Center, and Deposit Services team members.

Qualifications:

• Must be able to review and analyze data reports and manuals
• Must be computer proficient.
• Must be able to communicate effectively via telephone and in person.
• Must be able to work on-site as position requires.
• Accuracy and strong organizational and time management skills.
• Versatility and the ability to be a team player.
• Professionalism and a positive and responsive attitude.
• Commitment to providing extraordinary service and furthering culture and values.