Senior Financial Services Officer — Growth & Treasury

Banc of California, Inc.; San Luis Obispo (CA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401k with employer match

Comprehensive insurance options

Paid time away

Tuition reimbursement

Job summary

Banc of California, Inc. seeks a Senior Financial Services Officer to open new accounts and maintain existing accounts with accuracy and professional service. You will engage clients, explain bank services, and support branch operations while aligning with bank policies and federal regulations.

The role emphasizes cross-selling services, performing routine audits, and assisting with daily teller tasks. Strong Treasury Management knowledge and excellent communication are essential for success.

Qualifications

• Strong understanding of Treasury Management including wire procedures and policies.
• Polished communication style with ability to articulate credibly with clients and cross-department teams.
• Basic end-user knowledge of Word and Excel.

Responsibilities

• Open new accounts and perform maintenance with accuracy and professionalism.
• Cross-sell Banc of California products and services.
• Assist with audits, documentation, and onboarding of new accounts.
• Provide support with end-of-day closing and teller processing.

Skills

Treasury management knowledge

Excellent communication

Excel basics

Attention to detail

Education

High School Diploma or equivalent

Job description

Banc of California, Inc. seeks a Senior Financial Services Officer to open new accounts and maintain existing accounts with accuracy and professional service. You will engage clients, explain bank services, and support branch operations while aligning with bank policies and federal regulations.

The role emphasizes cross-selling services, performing routine audits, and assisting with daily teller tasks. Strong Treasury Management knowledge and excellent communication are essential for success.