Relationship Banker, Branch Operations

Pacific Western Bank; Laguna Hills (CA); On-site; USD 27,000 - 37,000; Full time

Job summary

Banc of California is seeking a Customer Relationship Officer for on-site work in Laguna Hills, CA. The role focuses on processing transactions accurately and efficiently while following established policies and procedures.

You will support tellers, mitigate risk, and ensure branch security within cash limits. The position requires at least two years in branch operations, knowledge of 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 escalate is required
• 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

Customer service

Cash handling

Policy compliance

Banking operations

Client relationship

Education

High School diploma or equivalent

Tools

Word

Excel

Job description

Banc of California is seeking a Customer Relationship Officer for on-site work in Laguna Hills, CA. The role focuses on processing transactions accurately and efficiently while following established policies and procedures.

You will support tellers, mitigate risk, and ensure branch security within cash limits. The position requires at least two years in branch operations, knowledge of Treasury Management basics, and proficiency with Word and Excel.