Relationship Banking Specialist

Banc of California; Laguna Hills (CA); On-site; USD 52,000 - 70,000; Full time

Benefits offered by this job

401k with company match

Medical, dental, vision insurance

Tuition reimbursement & mentoring

Job summary

Banc of California invites applications for a Customer Relationship Officer to support branch operations, process transactions, and uphold policy compliance. The role emphasizes accurate transaction handling, risk awareness, and collaboration with back-office teams.

Ideal candidates bring at least two years of branch operations experience, familiarity with Treasury management, and proficiency in Word/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.
• Detail-oriented with ability to organize and prioritize; reliable and solutions-oriented.

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

Branch operations

Treasury Management basics

Customer service

Risk awareness

Communication

Education

High School diploma or equivalent

Tools

Word

Excel

Job description

Banc of California invites applications for a Customer Relationship Officer to support branch operations, process transactions, and uphold policy compliance. The role emphasizes accurate transaction handling, risk awareness, and collaboration with back-office teams.

Ideal candidates bring at least two years of branch operations experience, familiarity with Treasury management, and proficiency in Word/Excel.