Branch Relationship Specialist - Growth & Client Service

Banc of California, Inc.; Los Angeles (CA); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

401k with match

Healthcare coverage

Parental leave

Tuition reimbursement

Mentorship program

Job summary

Banc of California, Inc. is seeking a Customer Relationship Officer in Los Angeles to process transactions accurately and in line with policies and procedures. You will support the Branch Operations Manager and assist tellers while upholding compliance and risk controls.

The role focuses on delivering high-quality customer service, handling complex transactions, and contributing to branch audit results. Strong knowledge of banking policies and MS Word/Excel is expected.

Qualifications

• Minimum two years of recent experience in branch operations.
• Basic understanding of Treasury Management including wire procedures and policies.
• Solid understanding of all key branch systems; basic end-user knowledge of Word and Excel.
• Ability to model client service and service client needs to completion.

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

Branch operations

Treasury management basics

Banking systems

Excel basics

Customer service

Education

High school diploma

Tools

MS Word

Excel

Job description

Banc of California, Inc. is seeking a Customer Relationship Officer in Los Angeles to process transactions accurately and in line with policies and procedures. You will support the Branch Operations Manager and assist tellers while upholding compliance and risk controls.

The role focuses on delivering high-quality customer service, handling complex transactions, and contributing to branch audit results. Strong knowledge of banking policies and MS Word/Excel is expected.