AVP/Client Service Officer II

Post Date:             09/30/22
Location:               Palo Alto, CA
Department:         Branch Operations
 

SUMMARY:

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.

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)
  • Joint sales calls with Relationship Managers
  • Deliver & provide tier 1 support for basic cash management solutions (basic online banking, ATM/Debit/Credit cards, Mobile Banking etc.)
  • Deliver & provide tier 2 support for cash management solutions (including but not limited to boarding new account set-ups on the business online banking platform)
  • All other duties as assigned.

QUALIFICATIONS: 

  • Client Focused
    • Engaging with clients to build rapport
    • Problem resolution skills
    • Proactive attitude to ensure clients are pleased with their bank interactions
  • Teamwork Oriented
    • Must work well with others
    • Approachable
    • Energetic, passionate, and driven to succeed
  • Professional skills
    • Requires minimal supervision
    • Ability to handle confidential information using discretion and judgement
    • Highly organized (punctuality, ability to set priorities, efficiency, etc.)
    • Ability to multi-task and maintain accuracy
    • Stress management and composure
    • Fast learner with the ability to pick up processes
    • Welcomes feedback and coaching
  • Communication proficiency (reading, writing, speaking)
  • Business Banking Knowledge
    • Previous experience in a bank or financial institution setting
    • Deposit products and services
    • Familiarity with all types of legal business entities
    • Knowledge of banking regulations and guidelines associated with banking products (BSA/AML, etc.)
  • Cash Management Knowledge
    • Service & sell basic cash management services
  • Advanced computer and technical skills are essential
    • Teller platform, Microsoft Office, etc.
    • Experience with banking software, like FISERV, Premier ITI or Horizon

COMPLIANCE RESPONSIBILITIES:

Responsible for ensuring compliance with all aspects of job related laws and regulations. Responsible for keeping compliance knowledge current by attending compliance related training seminars and/or staff meetings and by reading pertinent compliance related materials. Job related laws and regulations include, but are not limited to the following: Bank Secrecy Act (BSA); Customer Identification Program (CIP); Expedited Funds Availability Act (Reg CC); Reserve requirements (Reg D/Q); Office of Foreign Asset Control (OFAC): Elder Financial Abuse and Financial Privacy laws.

Benefits include competitive salary, bonus plan, medical, dental, group life & long term care insurance, vision care reimbursement, 401(k), and tuition reimbursement program, and a health club allowance.

 

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