Client-Focused Banking Operations & Relationship Officer

Pacific Western Bank; California (MO); Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

401(k) with match

Health insurance

Parental leave

Paid time off

Tuition reimbursement

Job summary

Banc of California is hiring a Customer Relationship Officer to support branch operations and customer service excellence. The role emphasizes accurate transaction processing, risk awareness, and collaboration with back-office teams across the branch network.

Ideal candidates bring at least two years of branch experience, familiarity with treasury procedures, and strong attention to detail. The position offers growth opportunities, competitive benefits, and a collaborative work environment.

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 Word/Excel skills.
• Detail-oriented, organized, reliable, and able to prioritize tasks.
• Ability to take on operational responsibility and model client service.

Responsibilities

• Provide support to the Branch Operations Manager with Teller support and risk mitigation.
• Approve customer transactions within limits, including cashier’s checks and wire transfers.
• Apply banking policies and procedures to daily tasks accurately.
• Support the branch audit and certification outcomes.
• Maintain branch and ATM cash limits and overall cash security.
• Respond to emails, calls, and requests from back-office and other units.
• Identify customer needs and refer financial products and services.
• Follow all established policies and procedures.
• Perform other duties as assigned.

Skills

Branch operations

Treasury procedures

Customer service

Attention to detail

Communication

Education

High School diploma or equivalent

Tools

Word

Excel

Banking systems

Job description

Banc of California is hiring a Customer Relationship Officer to support branch operations and customer service excellence. The role emphasizes accurate transaction processing, risk awareness, and collaboration with back-office teams across the branch network.

Ideal candidates bring at least two years of branch experience, familiarity with treasury procedures, and strong attention to detail. The position offers growth opportunities, competitive benefits, and a collaborative work environment.