Customer Relationship Officer - Pasadena

Banc of California; California (MO); On-site; USD 27,000 - 37,000; Full time

Benefits offered by this job

401k with company match

Medical, dental, vision insurance

Job summary

Banc of California is seeking a Customer Relationship Officer to support branch operations and deliver excellent customer service in a fast-paced banking environment.

You will process transactions, assist tellers, and help manage risk while adhering to policies and requirements. Strong knowledge of treasury procedures and banking systems is valued; a high school diploma is required.

Qualifications

• Minimum two years of recent experience in branch operations.
• Basic understanding of Treasury Management including wire procedures and policies.
• Solid understanding of banking systems; basic Word/Excel knowledge.
• 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

Branch operations experience

Treasury Management understanding

Client service orientation

Attention to detail

Education

High School diploma or equivalent

Tools

Excel

Job description

Hourly Range: $19.71 USD to $26.92 USD

Description

BANC OF CALIFORNIA AND YOUR CAREER

Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent company of Banc of California. Banc of California is one of the nation's premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities. The bank also provides full-service payment processing solutions to its clients and serves the Community Association Management industry nationwide through its technology forward platform, SmartStreet. Banc of California is committed to supporting its local communities through the Banc of California Charitable Foundation and by partnering with organizations that promote financial literacy, job training, small business support, affordable housing, and more.

At Banc of California, our success is powered by our people and a shared commitment to delivering meaningful results. We foster an environment where entrepreneurial thinking is encouraged, and accountability and operational excellence are expected. Our team members are empowered to take ownership, make informed decisions, and make a meaningful impact as the bank continues to grow and evolve. We are dedicated to supporting your growth and wellbeing through comprehensive benefits, robust development opportunities, and inclusive programs that enable you to perform at your best. Together we win!

THE OPPORTUNITY

Customer Relationship Officers are primarily responsible for processing transactions accurately, efficiently, and in accordance with established policies and procedures. Customer Relationship Officers create a positive team environment in Branch Banking by modeling excellent customer service, and support Tellers by using policy and procedure knowledge to handle transactions and issues. Performs all duties in accordance with the Company's policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates.

HOW YOU'LL MAKE A DIFFERENCE

• 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.

WHAT YOU'LL BRING

• 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 bring in when needed; can guide and support tellers in client resolution questions 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

HOW WE'LL SUPPORT YOU

• Financial Security: You will be eligible to participate in the company's 401k plan which includes a company match and immediate vesting.
• Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supp