Relationship Banking Specialist: Client Services

Banc of California, Inc.; Anaheim (CA); On-site; USD 48,000 - 66,000; Full time

Benefits offered by this job

401k with matched contributions

Health insurance

Dental and vision coverage

Parental leave

Tuition reimbursement and mentorship

LinkedIn Learning access

Volunteer time off

Job summary

Banc of California, Inc. is seeking a Customer Relationship Officer to support branch operations and deliver excellent customer service at our Anaheim location. You will process transactions, apply policies, and assist tellers while complying with regulations.

The role focuses on risk awareness, accuracy, and proactive customer engagement to identify needs and refer financial products. Join a team committed to growth, development, and community impact.

Qualifications

• Minimum two years of recent experience in branch operations.
• Basic understanding of Treasury Management including wire procedures and policies.
• Knowledge of banking policies and procedures.
• Strong attention to detail and organizational skills.
• Ability to handle multiple concurrent tasks.
• Ability to refer financial products to clients.
• Excellent client service orientation.

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

Treasury management

Branch systems

Microsoft Excel

Attention to detail

Education

High School diploma or equivalent

Tools

Banking systems

Microsoft Word

Microsoft Excel

Job description

Banc of California, Inc. is seeking a Customer Relationship Officer to support branch operations and deliver excellent customer service at our Anaheim location. You will process transactions, apply policies, and assist tellers while complying with regulations.

The role focuses on risk awareness, accuracy, and proactive customer engagement to identify needs and refer financial products. Join a team committed to growth, development, and community impact.