Job summary
Job post source
This job is directly from Pacific Premier Bank
Job overview
The Sr Client Services Specialist at Pacific Premier Bank manages complex client inquiries related to investments and banking services, ensuring regulatory compliance and exceptional customer service.
Responsibilities and impact
The role involves resolving complex customer inquiries, providing technical support for banking services, managing complaints, training colleagues, coordinating with vendors and IT for security issues, and adhering to banking regulations.
Compensation and benefits
The position offers an hourly wage range of $18.98 to $28, with actual pay based on location, experience, and performance, plus potential discretionary bonuses and medical benefits.
Experience and skills
Candidates need at least 3 years of banking operations experience including trust and customer service; knowledge of banking regulations and security standards is essential.
Career development
The job includes opportunities to provide training and coaching to colleagues, participate in team initiatives, and develop expertise in banking operations and compliance.
Work environment and culture
The company values compliance with banking laws and regulations, customer service excellence, and teamwork in a regulated financial environment.
Company information
Pacific Premier Bank is a regulated financial institution focused on banking and trust services, emphasizing compliance with federal laws and customer security.
Team overview
The candidate will join the Client Services team, supporting both consumer and business banking customers, and collaborating with IT and security teams.
Unique job features
The role uniquely combines client service with regulatory compliance and technical support in banking, including handling fraud prevention and complex financial product inquiries.
Company overview
Pacific Premier Bank is a commercial bank that provides a wide range of financial services, including personal and business banking, commercial lending, and treasury management. They generate revenue primarily through interest income from loans and fees for various banking services. Founded in 1983, the bank has grown significantly through strategic acquisitions and organic growth, establishing a strong presence in key markets across the United States. Their commitment to community banking and customer service has been a cornerstone of their operations.
How to land this job
Tailor your resume to highlight your 3+ years of banking operations experience, especially emphasizing your expertise in trust services and handling complex client inquiries related to private equity, real estate, and private debt investments.
Showcase your strong knowledge of regulatory compliance including KYC, Gramm-Leach-Bliley Act, Bank Secrecy Act, and IRS regulations, as these are critical for this role at Pacific Premier Bank.
Apply through multiple channels such as Pacific Premier Bank's official careers page and LinkedIn to maximize your application visibility and increase your chances of being noticed.
Connect with current employees in the Client Services or Trust divisions on LinkedIn; start conversations by asking about their experience with client issue resolution or mentioning interest in how they manage compliance and security challenges.
Optimize your resume for ATS by including keywords from the job description like 'client services,' 'trust regulations,' 'KYC,' 'fraud prevention,' 'customer inquiries,' and 'banking operations' to ensure your resume passes automated screening.
Leverage Jennie Johnson's Power Apply feature to automate applying through various platforms, tailor your resume for ATS, and identify LinkedIn contacts in the relevant division, saving you time and increasing your job search efficiency.
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