On-Site Banking Relations Specialist

Pacific Western Bank

Placentia (CA)

On-site

USD 28,000 - 37,000

Full time

2 days ago

Be an early applicant

Application generator

A complete application in a minute — tailored resume and cover letter, ready to send.

Get past ATS filters

Benefits offered by this job

401k plan

Health insurance

Paid time off

Tuition reimbursement

Job summary

Banc of California is seeking a Customer Relationship Officer for its Placentia, CA location. This on-site, full-time role focuses on processing transactions accurately and delivering strong customer service while supporting Tellers and ensuring compliance with banking policies.

Ideal candidates will have at least two years in branch operations, familiarity with Treasury Management basics, and proficiency with Word and Excel.

Qualifications

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 upscale is required.
Ability to take on some operational responsibility.

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.