Job Details

Are you looking for an opportunity to support a leading community and private bank serving Bay Area businesses, nonprofits and individuals? Bank of San Francisco is seeking a Client Services Lead to become a critical part of our team. Please contact us today to discuss this opportunity!

Job Responsibilities

• Lead, mentor, and support the Client Services deposit operations team.
• Support clients with digital banking across personal, business, and Cash Management/Treasury Management platforms. Assist with troubleshooting, system navigation, demos, initial setups, and “how-to” guidance to ensure clients feel confident and connected.
• Collaborate with Relationship Managers and Portfolio Specialists to fulfill client requests and provide seamless service across departments.
• Open and maintain a variety of personal and business accounts (Political, Fiduciary, Escrow, CDARS, ICS, etc.), providing knowledgeable guidance on ownership structures.
• Keep the Relationship Managers informed regarding CD and CDARS renewals, transfers, and reinvestments.
• Complete BSA questionnaires for Political and Fiduciary accounts in nCino.
• Upload and review new account documentation; assist with quarterly branch certifications.
• Ensure full regulatory compliance with state and federal banking laws, including BSA/AML requirements.
• Oversee team workflows, maintain accuracy in daily operations, and review key reports (NSF, GL, large items, File and CIF Maintenances, etc.) for compliance and efficiency.
• Support Central Operations by corresponding with clients, accurately preparing and reviewing necessary forms, and reviewing and facilitating client transactions, disposition of exception items, and other client requests or disputes as needed.
• Lead a client-first service culture, ensuring prompt, professional, and solution-oriented service in every interaction.
• Assist clients with transactions including teller, vault, account openings and maintenances.
• Process and approve wire transfers; troubleshoot client issues with care and urgency.
• Manage debit/ATM card processing, fraud alerts, claims, and returns.
• Support day-to-day operations including branch cash ordering, transaction balancing, and reporting.
• Monitor and respond to inquiries via phone, the general email inbox, and digital banking chat platforms.
• Assist clients with navigating digital platforms, including online banking, mobile banking, and digital payment services.

Requirements:

• College degree in business/related field or equivalent working experience required. Diploma or degree in Banking or Finance, preferred.
• Minimum 5 years of relevant banking experience is preferred.
• Exhibits leadership and management skills that inspire high performance from team members.
• Minimum 3 years of operational knowledge of deposit and cash/treasury management banking regulations.
• Excellent oral and written communication skills
• Effective interpersonal skills with both internal and external clients.
• Proficiency with Microsoft Office, specifically Word and Excel; knowledge of Salesforce.
• A thorough knowledge of all bank services, deposit compliance regulations, Bank Secrecy Act, and management experience.
• A high level of client service and interpersonal skills to communicate effectively throughout the Bank and to represent the Bank positively to current and potential clients.

To apply please send your resume or inquiry to Sue at ...@bankbsf.com

BSF is an Equal Opportunity Employer. Recruitment, placement, and promotions are conducted without regard to an individual's race, color, religion, sex, national origin, age, physical handicap, veteran status or sexual orientation, or any other classification protected by Federal, State, and local laws & ordinances. We will consider qualified candidates with criminal history in a manner consistent with the requirement of the San Francisco Fair Chance Ordinance. All qualified applicants are encouraged to apply.