Financial Services Officer - Beverly Hills

Pacific Western Bank; Beverly Hills, Northern (CA, KY); Hybrid; USD 28,000 - 39,000; Full time

Benefits offered by this job

401k with company match

Medical, dental, vision insurance

AD&D and long-term disability

Flexible Spending Account (FSA)

Parental leave and family support

Paid time off (vacation/holidays/vol

Tuition reimbursement

Mentorship program

LinkedIn Learning access

Job summary

Banc of California is hiring a Financial Services Officer in Beverly Hills to open and maintain accounts, cross-sell products, and support branch operations with attention to compliance.

The role requires knowledge of new accounts processes, CIP/BSA, and treasury management basics; strong client service is essential in a fast-paced retail environment.

Qualifications

• 1 year in new accounts preferred.
• 2 years in Branch Banking Operations is required.
• High School Diploma or equivalent is required.
• Basic understanding of Treasury Management including wire procedures and policies is required.
• Basic 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 is required.
• Ability to match products with client needs and establish relationships; may mentor others in the branch.

Responsibilities

• Handle all facets of new accounts including opening new accounts, superseding accounts, account maintenance, research projects, ordering checks and notary services.
• Cross-selling Banc of California products and services through a thorough knowledge of services and customer needs.
• Assist with daily and monthly audits and certifications; prepare documentation for new accounts under CIP/BSA and other Bank policies.
• Maintain a high-level knowledge of legal documentation required for various entity types.
• Handle complex client requests with minimal supervision.
• Input new accounts on IBS and submit complete package.
• Backup to Teller and Branch Operations Manager, assist with end of day closing and cash balancing.
• Assist with processing and scanning of daily Teller work.
• Maintain knowledge of treasury management products and cross-sell when appropriate.
• Support training and onboarding of new team members.
• Contribute to branch goals and follow policies and procedures.

Skills

New accounts

Branch banking

Client relationship

Communication

Organized

Product knowledge

Treasury basics

Excel basics

Word basics

Education

High School Diploma or equivalent

Tools

Word

Excel

Job description

Financial Services Officer - Beverly Hills

Locations

Showing 1 location

Beverly Hills, CA 90212, USA

• On-site
• Hourly Range : $20.67 USD to $28.13 USD
• Customer-Facing & Banking Roles
• Full-Time
• Requisition #: FINAN005020

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

The Financial Services Officer is responsible for opening new accounts and performing maintenance with accuracy, efficiency and professionalism, meeting the high quality service delivery standards of the Bank. The Financial Services Officer is responsive to the needs of both internal and external customers by maintaining a thorough knowledge of and introducing Bank services and products that may be of interest to them. Incumbents in this position are typically experienced in New Accounts who can handle the full range of retail and commercial transactions. 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

• Handle all facets of new accounts including opening new accounts, superseding accounts, account maintenance, research projects, ordering checks and notary services.
• Cross-selling Banc of California products and services through a thorough knowledge of services and customer needs.
• Assist with daily and monthly audits and certifications. Prepare documentation for new accounts under the Bank’s CIP/BSA and other Bank policies.
• Maintain a high-level knowledge of legal documentation required for various entity types.
• Be able to comprehend complicated new accounts deals and relied upon in satisfactorily handle complex client requests on their own, with minimum supervision.
• Input new accounts on IBS and submit complete package.
• Have a knowledge of and be a backup to other operational duties including Teller and assisting the Branch Operations Manager and Branch Manager.
• Provide assistance with end of day closing, to include cash balancing (vault & ATM).
• Assist with processing and scanning of daily Teller work.
• Maintain a high-level knowledge of treasury management products and the ability to identify when to cross sell these products.
• Help with the training and onboarding of new team members.
• Participate and contribute to the branch’s overall goals.
• Follow all established policies and procedures.
• Perform other duties and projects as assigned.

WHAT YOU’LL BRING

• 1 years in new accounts preferred
• 2 years in Branch Banking Operations is required.
• High School Diploma or equivalent is required
• Basic understanding of Treasury Management including wire procedures and policies is required.
• Basic 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 is required
• Ability to match products with client needs.
• Responsive; establishes and maintains relationships internally and externally by understanding needs; may mentor others in the branch is required
• Can articulate with confidence as primary point of contact for any client questions especially regarding new accounts or new products; listens carefully to expressed needs; ability to communicate with other departments in order to find the appropriate solution; developing ability to use and understand business acumen is required.
• Takes initiative to learn and grow; stays current on all new products with ability to answer questions or escalation appropriately when needed.
• Takes appropriate action 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 offeradoption, 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 offertuition 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 t heir 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.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.