Banking Client Services Officer

Job Description

Job Description

Location: Irvine, CA 92614
Work Schedule: Monday–Friday, 8:00 AM – 5:00 PM (1-hour lunch)
Work Environment: On-site only (no hybrid or remote options)

Position Overview:

The Client Services Officer provides advanced secretarial, administrative, and operational support to the Relationship Management team. This role is essential to the smooth operation of the regional office and plays a key part in delivering exceptional customer service and supporting commercial banking functions.

Key Responsibilities:

Administrative & Operational Support

• Assist with day-to-day operations of the regional office.
• Perform word processing, maintain files, and manage office supplies.
• Support general office management and ensure adherence to internal policies and procedures.
• Prepare data and conduct analysis on account holders and account information.

Customer & Relationship Management Support

• Assist Relationship Managers with administrative tasks such as letters, financial requests, and status updates.
• Help customers open appropriate account types and gather required documentation.
• Review legal and account documentation to ensure bank assets are protected.
• Address customer inquiries and resolve issues with a high level of service.

Compliance & Quality Control

• Ensure compliance with commercial banking policies and procedures.
• Consult with Quality Control, BSA, or other departments as needed.
• Stay informed of new developments affecting corporate banking.

Process Improvement

• Recommend new methods and procedures to improve operational efficiency.

Qualifications:

• College degree preferred but not required.
• Ideally seeking 2–3 years of banking experience .
• Experience with business formation documents and account creation is a plus.
• Strong organizational, communication, and customer service skills.

Compensation & Benefits:

Salary Range: $60,000 – $97,000 (based on experience)

Bonus: Discretionary annual bonus of $4,000 – $8,000

Time Off:

15 days PTO

• 12 days sick leave
• 10 paid holidays

Team & Culture:

• Join a team of three in a customer-centric, professional, and solutions-oriented environment.
• Office culture values humor, collaboration, and excellence—“A-Team” mentality.
• Regular team outings (e.g., happy hours, baseball games).

Career Path & Training:

• Flexible career growth options:
• Management track
• Lateral moves into Treasury, International, or Fraud Prevention
• Onboarding includes 4–6 weeks of training.

Company Description

Marquee Staffing has built a reputation on expert local market knowledge, unparalleled personalized service and the ability to deliver winning candidates and job opportunities.

Marquee operates offices located conveniently throughout Southern California. Each branch is full-service, providing temporary, contract, contract-to-hire and direct placement services for a diverse set of clients. Each branch has recruiters who specialize in key industries, ensuring that our clients get the best match possible for each open position and that our candidates get expert guidance in their career path.

Apply with us today!

Company Description

Marquee Staffing has built a reputation on expert local market knowledge, unparalleled personalized service and the ability to deliver winning candidates and job opportunities.\r\n\r\nMarquee operates offices located conveniently throughout Southern California. Each branch is full-service, providing temporary, contract, contract-to-hire and direct placement services for a diverse set of clients. Each branch has recruiters who specialize in key industries, ensuring that our clients get the best match possible for each open position and that our candidates get expert guidance in their career path.\r\n\r\nApply with us today!