Sr Customer Relationship Officer - Encino

Banc of California; Los Angeles (CA); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

401(k) plan with company match

Comprehensive health insurance

Paid time off

Tuition reimbursement

Career growth opportunities

Job summary

Banc of California is seeking a Senior Customer Relationship Officer in Los Angeles to lead and mentor the Teller team. This role involves ensuring compliance with banking policies, handling customer transactions, and improving team performance. The ideal candidate must have a minimum of four years in branch operations and possess strong client management and coaching skills. Banc of California values diversity and aims to create a supportive work environment for all employees.

Qualifications

• Minimum four years of recent experience in branch operations, with at least one year in new accounts.
• Solid understanding of Treasury Management and wire procedures.
• Ability to manage increased complexity of staff or client relationship management.

Responsibilities

• Coach and train Teller team for accurate transaction processing.
• Approve customer and bank transactions within limits.
• Provide support to the Branch Operations Manager by mentoring performance.

Skills

Client relationship management

Coaching and mentoring

Risk mitigation

Organizational skills

Complaint resolution

Education

High School diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Job description

Banc of California & Your Career

Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent company of Banc of California. Banc of California is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full‑service branches and regional offices, as well as through digital and nationwide capabilities. The bank also provides full‑service payment processing solutions to its clients and serves the Community Association Management industry nationwide through its technology forward platform, SmartStreet™. Banc of California is committed to supporting its local communities through the Banc of California Charitable Foundation and by partnering with organizations that promote financial literacy, job training, small business support, affordable housing, and more.

The Opportunity

Senior Customer Relationship Officers are primarily responsible for coaching and training the Teller team to process transactions accurately, efficiently, and in accordance with established policies and procedures. Senior Customer Relationship Officers create a positive team environment in Branch Banking by modeling excellent customer service, and coach Tellers by using in‑depth policy and procedure knowledge to handle more complex transactions and issues. May step in as a team leader when needed. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates.

How You’ll Make a Difference

• Provide support to the Branch Operations Manager with Teller supervision by coaching and mentoring performance relative to losses, differences, and mitigating risk. When appropriate, assist with coaching for improved performance.
• Approve customer and bank transactions within established limits, including cashier’s checks, wire transfers and deposit processing.
• Ensure training and review of banking policies and procedures are implemented within staff.
• Contribute significantly to the branch’s overall 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.
• Have a knowledge of new accounts and be a reliable back‑up. This requires handling all facets of new accounts, including opening accounts, superseding accounts and research projects.
• Respond to emails, calls and other requests from back‑office operations and other business units.
• Identify customer needs and refer financial products and services.
• Involved with interviewing and hiring decisions.
• Prepare and deliver employee performance evaluations, goal planning, and counseling.
• Manage, support, coach and train employees.
• Follow all established policies and procedures.
• Perform other duties and projects as assigned.

What You’ll Bring

• Minimum four years of recent experience in branch operations is required, including at least one year of new accounts experience is preferred.
• Solid understanding of Treasury Management including wire procedures and policies is required.
• Mastery 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; draws on broad experience to effectively handle multiple functions at the same time including the ability to understand when and to whom to escalate is required.
• Ability to manage increased complexity of staff or client relationship management, depending on branch size is required.
• Ability to step in as a team leader when needed is required.
• Models excellent client service and client relationships; ability to ensure client needs are fully resolved and can work through complex issues is required.
• Responsive; establishes and maintains relationships internally and externally by understanding needs; can resolve many different issues and de‑escalate situations, while knowing who to bring in when needed; can guide and support tellers in client resolution questions is required.
• Engages, influences, and guides others reliably, credibly, confident manner; ability to effectively interact with internal partners and high‑touch clients is required.
• Takes responsibility and initiative to learn and grow; stays current on all new products, technology, and procedures and other coming changes is required.
• Knows what action to take and able to problem‑solve without extensive direction and is effective across multiple concurrent tasks is required.
• Accountable for handling appropriate level of risk and making decisions appropriate to level is required.
• High School diploma or equivalent required.

How We’ll Support You

• Financial Security: You will be eligible to participate in the company’s 401(k) plan which includes a company match and immediate vesting.
• Health & Well‑Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long‑term disability, pre‑tax Health Savings Account with employer contributions, and pre‑tax Flexible Spending Account (FSA).
• Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
• Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off.
• Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.

Salary Range

The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.

Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to their actual or perceived race (including traits associated with race, such as hair texture, hair type or protective hairstyles), religion or religious creed (including religious dress and grooming practices), color, sex (including pregnancy, childbirth, breastfeeding and related medical conditions), sexual orientation, gender, gender identity, gender expression, gender transitioning, citizenship status, national origin, ancestry, age, marital status, military or veteran status, medical condition, genetic information, or disability (mental or physical), requests for accommodation and any additional protected categories set forth in applicable federal, state or local laws. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.