Bank of the West Sr Commercial Card Client Services Specialist in San Ramon, California

Sr Commercial Card Client Services Specialist


What sets Bank of the West apart from other banks is our team members–they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern western values—straightforward, entrepreneurial and optimistic. We seek to create a corporate culture that fosters and rewards excellence, encourages creative thinking and respects diversity – an environment where team members are engaged, supportive of one another and enthusiastic about serving our customers. Bank of the West offers the stability of a company that has a 135 year history and is part of BNP Paribas, a European leader in global banking and financial services and one of the 6 strongest banks in the world. We offer opportunities across our diverse business lines – Retail Banking, Commercial Banking, National Finance, and Wealth Management.

Job Description Summary

The Commercial Card Client Servicing associate is primarily responsible for responding to commercial card client program administrator inquiries and maintenance requests received via phone, fax or email. Additional responsibilities include reporting of business activities, monitoring of aging of accounts and address all outstanding operational issues.

Essential Job Functions

  • Respond to commercial card client inquiries regarding commercial card programs via inbound channels (phone, email, fax) following departmental policies and procedures.

  • Complete maintenance requests received via inbound channels from clients as well as requests from internal business partners (e.g. Commercial Card Account Managers, Commercial Card Implementation Specialists, etc.) following departmental policies and procedures; escalate requests if outside authority level.

  • Educate clients on ability to complete inquiries and maintenance requests through online channels, promoting self-service capabilities;

  • Identify resolution path for client if unable to resolve client inquiry/issue (e.g. request assistance from another support area, document issue for review by product management, etc.) following departmental policies and procedures; set client expectations for resolution timeframe; ensure follow-up to meet client expectations; keep client up-to-date on status as necessary

Other Job Duties

  • Review delinquent accounts and document current status for action by client Relationship Managers; escalate accounts for immediate action based on departmental policies and procedures.

  • Performs other duties as assigned.

  • LI-LN1


Required Experience

  • Requires broad knowledge of operational systems and practices typically gained through extensive experience and/or education.

  • Requires 5 years minimum experience.

  • May require vocational or technical education in addition to prior work experience.


  • High School Diploma or GED Required


  • Highly client-focused and can view internal processes from client-centric viewpoint.

  • Commercial card industry experience.

  • Proficiency with MS-Office products (Word and Excel primarily).

  • Strong communication skills both written and verbal.

Equal Employment Opportunity Policy

Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.

Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.

Job: Business / Commercial Banking

Location: United States-California-San Ramon

Requisition ID: 038053