Commercial Banking Associate - Portfolio & Credit Analysis

Banc of California, Inc.; San Luis Obispo (CA); On-site; USD 30,000 - 85,000; Full time

Benefits offered by this job

401k plan with match

Comprehensive insurance options

Tuition reimbursement

Paid time away

Job summary

Banc of California, Inc. is seeking a Commercial Banking Associate in San Luis Obispo. You will assist Commercial Banking Managers in managing the portfolio, respond to client inquiries, and support timely financial reporting and documentation.

The role demands initiative and autonomous decision-making within policy frameworks. Responsibilities include loan portfolio maintenance, credit analysis support, due diligence, and collaboration with deposit and treasury teams to ensure a positive client

Qualifications

• Two to three years of experience in banking or financial services.
• Compliance with state and federal regulations relevant to banking roles.
• Proficient with MS Office and basic financial calculations.

Responsibilities

• Apply guidelines and procedures to department solutions.
• Communicate clearly with clients and colleagues; resolve routine issues.
• Assist with loan portfolio maintenance and financial reporting tasks.

Skills

Banking knowledge

Regulatory compliance

Analytical skills

Communication skills

Time management

Attention to detail

Education

High school diploma or equivalent

Tools

MS Office

Word

Excel

PowerPoint

Outlook

Job description

Banc of California, Inc. is seeking a Commercial Banking Associate in San Luis Obispo. You will assist Commercial Banking Managers in managing the portfolio, respond to client inquiries, and support timely financial reporting and documentation.

The role demands initiative and autonomous decision-making within policy frameworks. Responsibilities include loan portfolio maintenance, credit analysis support, due diligence, and collaboration with deposit and treasury teams to ensure a positive client