Client Banking Leader — Onboarding, Treasury & Growth

Banc of California, Inc.; Gardena (CA); On-site; USD 32,000 - 49,000; Full time

Job summary

Banc of California, Inc. is seeking a client services specialist to onboard both business and consumer depository products and to support treasury management services.

You will handle inbound inquiries, process daily transactions, and ensure accuracy and compliance across procedures. Ideal candidates have 1–3 years in Banking or Financial Services, know Your Customer regulations, and strong organizational and communication skills.

Qualifications

• 1 year of client services experience required.
• 1-3 years in Banking or Financial Services.
• Knowledge of Know Your Customer/Customer Identification Programs.
• Understanding of consumer and business accounts and document requirements.

Responsibilities

• Onboards depository products and treasury services for business and consumer clients.
• Handles account inquiries and ensures accurate processing of daily transactions.
• Performs deposits, wires, and other transactions within approved authority limits.
• Maintains compliance with policies, laws, and regulations.

Skills

Customer service

Banking experience

KYC/CDD knowledge

Regulations awareness

Time management

Communication

Organizational skills

Problem solving

Education

High School diploma or equivalent

Job description

Banc of California, Inc. is seeking a client services specialist to onboard both business and consumer depository products and to support treasury management services.

You will handle inbound inquiries, process daily transactions, and ensure accuracy and compliance across procedures. Ideal candidates have 1–3 years in Banking or Financial Services, know Your Customer regulations, and strong organizational and communication skills.