Client Services Representative

Posted 23 days ago
Main Location
United States
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The Client Services Representative will be responsible for ensuring that all client documentation and regulatory requirements for loan and deposit accounts are met. In addition, the CSR will be responsible for major client relationships from a business and service perspective, overseeing all internal Venture Banking functions (projects and support issues) that affect clients.  



  • Front line client service support; 
  • Must exercise independent judgement and discretion on matters of significance to both the client and the bank.  This requires the ability to interpret and implement bank policies and procedures, while balancing that with the needs of the client
  • Act as one point of contact  for clients in a designated area; including overseeing all aspects of the deposit relationship of a client
  • Manage total relationship for clients from application to ongoing support;
  • Tracking/ monitoring of account opening documentation, service implementation and fee collection to ensure compliance with all regulatory guidelines
  • Process monetary transactions for customer accounts;
  • Process account maintenance/updates & corrections on IBS;
  • Strong knowledge of Bank’s services and products for client support and cross-selling;
  • Provide research assistance and information to customers;
  • Resolve customer disputes by using independent judgment and knowledge of bank policies and procedures 


  • BA required or equivalent work experience;
  • 3+ years experience;
  • Creative and strategic thinker with excellent problem solving and organizational skills;
  • Ability to exhibit professionalism and a positive attitude under pressure;
  • Ability to work independently yet collaborate cross-functionally in a team environment;
  • Superior oral and written communication skills;
  • Ability to handle multiple priorities, projects and relationships simultaneously;
  • Proven success in managing large client accounts.
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Client Services Representative
Pacific Western Bank