Client Service Officer

Summary – Operations Associate – Client Service Officer serves as a primary operational point of contact for commercial banking clients, supporting relationship teams by managing service requests, coordinating onboarding and account maintenance activities, and ensuring timely, accurate execution of client instructions. The role balances client experience, operational excellence, and risk & control discipline.

Responsibilities

Act as day-to-day service contact for assigned commercial clients; Partner with Relationship Managers (RMs) and Treasury Officers to support client needs; Proactively manage client inquiries related to accounts, services, documentation, and transactions; Support onboarding and maintenance for deposit, treasury, and lending products; Coordinate account openings, modification, closures, and signatory changes; Review client documentation for completeness and accuracy prior to submission; Liaise with internal operations teams to ensure seamless execution; Process service requests in accordance with SLAs and internal procedures; Track and manage service tickets, requests, and follow-ups to completion; Identify and escalate issues or delays impacting client experience; Support transaction inquiries (i.e. wires, ACH, account research); Ensure adherence to bank policies, procedures, and regulatory requirements; Support KYC, AML, and client due diligence processes; Validate documentation and approvals meet control standards; Escalate potential risks, control gaps, or client issues as appropriate; Identify process inefficiencies and recommend improvement; Participate in process changes, system enhancements, and training initiatives; Support audits, exams, and internal reviews as needed

Requirements

Bachelor's degree or equivalent experience; 5-7 years of experience in commercial banking operations, client service, or commercial banking support; Strong understanding of commercial banking products and services; Experience working in a regulated environment with defined controls

Nice to have

Experience supporting Commercial or Corporate Banking Clients; Familiarity with KYC/AML and onboarding requirements; Experience working with workflow or case management systems; Exposure to treasury management or lending operations; Strong client service and communication skills; High attention to detail and accuracy; Proficient in MS Office and banking platforms

Benefits

Health insurance coverage; Wellness program; Fertility and family building aids; Life and disability insurance; Retirement savings plans with a generous 401K match; Paid leave programs; Paid holidays; Paid time off (PTO)