Branch Relationship Specialist

Pacific Western Bank; Los Angeles (CA); On-site; USD 52,000 - 75,000; Full time

Benefits offered by this job

401k match

Health insurance

Paid time off

Tuition reimbursement

Mentorship program

Job summary

Banc of California is seeking a Customer Relationship Officer to join our branch team in Los Angeles. You will process transactions accurately and efficiently, support Tellers, and uphold policy and regulatory standards while delivering exceptional customer service.

This role emphasizes risk mitigation, branch operations knowledge, and collaboration with back-office teams. We offer comprehensive benefits and growth opportunities as part of a diverse, community-focused bank.

Qualifications

• Minimum two years of recent experience in branch operations required.
• Basic understanding of Treasury Management including wire procedures and policies is required.
• Solid understanding of all key branch systems; basic end-user knowledge of Word and Excel is required.
• Detailed and accurate with ability to organize and prioritize; resourceful and reliable; solutions-oriented; ability to understand when and to whom to lift is required.
• Ability to take on some operational responsibility.
• Ability to model client service and ability to service client needs to completion.
• Responsive; establishes and maintains relationships internally and externally by understanding needs; can resolve many different issues and de-escalate situations, while knowing who to bring in when needed; can guide and support tellers in client resolution questions is required.
• Engages others in a friendly, reliable, and credible manner; ability to interact with internal partners and high-touch clients is required.
• Stays current on all products, technology, and procedures and other coming changes with ability to answer questions and acts with minimum required information
• Takes appropriate actions under guidance to actively problem solve and follow up across multiple concurrent tasks
• Accountable for handling appropriate level of risk and making decisions appropriate to level is required
• High School diploma or equivalent required.

Responsibilities

• Provide support to the Branch Operations Manager with Teller support relative to losses, differences and mitigating risk.
• Approve customer and Bank transactions within established limits, including Cashier’s Checks, wire transfers and deposit processing.
• Have a thorough knowledge of banking policies and procedures and ensure they are applied appropriately to their daily tasks.
• Assist and contribute positively to branch’s audit and certification results.
• Ensure Branch security including the security and accountability of all cash and negotiable items. Maintain appropriate branch and ATM cash limits
• Respond to emails, calls and other requests from back-office Operations and other business units.
• Identify customer needs and refer financial products and services.
• Follow all established policies and procedures.
• Perform other duties and projects as assigned.

Skills

Customer service

Treasury Management knowledge

Branch systems proficiency

Word & Excel basics

Attention to detail

Education

High School diploma or equivalent

Tools

Word

Excel

Job description

Banc of California is seeking a Customer Relationship Officer to join our branch team in Los Angeles. You will process transactions accurately and efficiently, support Tellers, and uphold policy and regulatory standards while delivering exceptional customer service.

This role emphasizes risk mitigation, branch operations knowledge, and collaboration with back-office teams. We offer comprehensive benefits and growth opportunities as part of a diverse, community-focused bank.