Customer Relationship Officer - Placentia

Banc of California; Placentia (CA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401k with match

Medical, dental, vision insurance

Adoption & fertility assistance

Paid time off

Tuition reimbursement

Job summary

Banc of California, Inc. in Placentia seeks a Customer Relationship Officer to process transactions accurately and per policy, supporting the Branch Operations Manager and assisting tellers with daily tasks.

You will apply banking procedures, identify customer needs, and refer suitable financial products while upholding security, compliance, and exceptional service to build lasting client relationships. The role emphasizes risk awareness, attention to detail, teamwork, and continuous learning of

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 is required.
• Detail-oriented with ability to organize and prioritize; resourceful and reliable; solutions-oriented.
• Ability to take on some operational responsibility.
• Ability to service client needs to completion and model client service.

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 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 procedures

Customer service

Communication

Excel basics

Risk awareness

Interpersonal skills

Education

High School diploma or equivalent

Job description

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 expand 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, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA).
• Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
• Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off.
• Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.

SALARY RANGE

The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.

Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to their actual or perceived race (including traits associated with race, such as hair texture, hair type or protective hairstyles), religion or religious creed (including religious dress and grooming practices), color, sex (including pregnancy, childbirth, breastfeeding and related medical conditions), sexual orientation, gender, gender identity, gender expression, gender transitioning, citizenship status, national origin, ancestry, age, marital status, military or veteran status, medical condition, genetic information, or disability (mental or physical), requests for accommodation and any additional protected categories set forth in applicable federal, state or local laws. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.