Relationship Banking Specialist: Growth, Impact & Service

Banc of California; Placentia (CA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401k with match

Medical, dental, vision insurance

Adoption & fertility assistance

Paid time off

Tuition reimbursement

Job summary

Banc of California, Inc. in Placentia seeks a Customer Relationship Officer to process transactions accurately and per policy, supporting the Branch Operations Manager and assisting tellers with daily tasks.

You will apply banking procedures, identify customer needs, and refer suitable financial products while upholding security, compliance, and exceptional service to build lasting client relationships. The role emphasizes risk awareness, attention to detail, teamwork, and continuous learning of

Qualifications

• Minimum two years of recent experience in branch operations.
• Basic understanding of Treasury Management including wire procedures and policies.
• 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; resourceful and reliable; solutions-oriented.
• Ability to take on some operational responsibility.
• Ability to service client needs to completion and model client service.

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 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 procedures

Customer service

Communication

Excel basics

Risk awareness

Interpersonal skills

Education

High School diploma or equivalent

Job description

Banc of California, Inc. in Placentia seeks a Customer Relationship Officer to process transactions accurately and per policy, supporting the Branch Operations Manager and assisting tellers with daily tasks.

You will apply banking procedures, identify customer needs, and refer suitable financial products while upholding security, compliance, and exceptional service to build lasting client relationships. The role emphasizes risk awareness, attention to detail, teamwork, and continuous learning of