New Accounts & Relationship Banking Specialist

Banc of California; Manhattan Beach (CA); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

401k plan with company match

Comprehensive health insurance

Parental leave and family support

Paid time away

Job summary

Banc of California in Manhattan Beach is seeking a Financial Services Officer to open and maintain consumer and business accounts with accuracy, courtesy, and efficiency. You will introduce Bank services and products, ensuring compliance with CIP/BSA and internal policies while delivering high quality service to internal and external customers.

Ideal candidates have 1 year in new accounts and 2 years in branch banking operations, with a strong eye for detail, ability to balance cash, and

Qualifications

• 1 year in new accounts preferred.
• 2 years in branch banking operations required.
• High School Diploma or equivalent required.
• Basic understanding of treasury management and wire procedures.
• Proficiency with Word and Excel; strong organizational skills.
• Ability to communicate effectively with clients and internal teams.
• Detail-oriented, reliable, and capable of handling multiple tasks.

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 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.

Skills

New accounts

Branch operations

Treasury basics

Customer service

Communication

Attention to detail

Relationship building

Training onboarding

Cash handling

Compliance knowledge

Education

High School Diploma

Tools

Excel

Word

IBS system

Treasury tools

Job description

Banc of California in Manhattan Beach is seeking a Financial Services Officer to open and maintain consumer and business accounts with accuracy, courtesy, and efficiency. You will introduce Bank services and products, ensuring compliance with CIP/BSA and internal policies while delivering high quality service to internal and external customers.

Ideal candidates have 1 year in new accounts and 2 years in branch banking operations, with a strong eye for detail, ability to balance cash, and