Banc of California · 1 day ago
VP, Client Banking Manager
Brea, CA
Full-time
Onsite
Mid Level
2+ years expBanc of California is a premier relationship-based business bank focused on providing banking and treasury management services. The VP, Client Banking Manager is responsible for opening new accounts, maintaining customer relationships, and ensuring compliance with banking procedures while delivering high-quality service.
BankingFinanceFinancial Services
Responsibilities
Handle all facets of new accounts including opening new accounts, superseding accounts, account maintenance, research projects, ordering checks and notary services
Cross-selling Banc of California products and services through a thorough knowledge of services and customer needs
Assist with daily and monthly audits and certifications. Prepare documentation for new accounts under the Bank’s CIP/BSA and other Bank policies
Maintain a high-level knowledge of legal documentation required for various entity types
Be able to comprehend complicated new accounts deals and relied upon in satisfactorily handle complex client requests on their own, with minimum supervision
Input new accounts on IBS and submit complete package
Have a knowledge of and be a backup to other operational duties including Teller and assisting the Branch Operations Manager and Branch Manager
Provide assistance with end of day closing, to include cash balancing (vault & ATM)
Assist with processing and scanning of daily Teller work
Maintain a high-level knowledge of treasury management products and the ability to identify when to cross sell these products
Help with the training and onboarding of new team members
Participate and contribute to the branch’s overall goals
Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions
Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; promotes working environment free of harassment of any type
Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values
Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct
Performs other duties and projects as assigned
Qualification
Required
2 years in Branch Banking Operations is required
High School Diploma or equivalent is required
Basic understanding of Treasury Management including wire procedures and policies is required
Basic understanding of all key branch systems; basic end-user knowledge of Word and Excel is required
Detailed and accurate with ability to organize and prioritize is required
Ability to match products with client needs
Responsive; establishes and maintains relationships internally and externally by understanding needs; may mentor others in the branch is required
Can articulate with confidence as primary point of contact for any client questions especially regarding new accounts or new products; listens carefully to expressed needs; ability to communicate with other departments in order to find the appropriate solution; developing ability to use and understand business acumen is required
Takes initiative to learn and grow; stays current on all new products with ability to answer questions or escalate appropriately when needed
Takes appropriate action under guidance to actively problem solve and follow-up across multiple concurrent tasks
Accountable for handling appropriate level of risk and making decisions appropriate to level is required
Preferred
1 years in new accounts preferred
Benefits
Financial Security: You will be eligible to participate in the company’s 401k 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.
Company
Banc of California
Banc of California provides a full-service banking and home lending to individuals and their businesses and families.
1001-5000 employees
H1B Sponsorship
Banc of California has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (1)
2023 (1)
Funding
Current Stage
Public CompanyTotal Funding
$20MKey Investors
Patriot Financial Partners
2013-12-05Post Ipo Equity· $20M
2002-08-23IPO
Leadership Team
Ken McMullen
Treasurer
Recent News
Benzinga.com
2026-01-07
2025-12-08
2025-11-12
Company data provided by crunchbase