Banc of California · 3 hours ago
Client Banking Officer
Los Angeles, CA
Full-time
Onsite
Entry Level
1+ years expBanc of California is a premier relationship-based business bank headquartered in Los Angeles, focused on providing banking and treasury management services. The Client Banking Officer (CBO) role supports Community Banking Relationship Managers by onboarding new deposit accounts and treasury products, handling client inquiries, and ensuring compliance with company policies and regulations.
BankingFinanceFinancial Services
Responsibilities
Onboards Business and Consumer depository products and services that are routed through the Community Banking channel
Completes Treasury Management (TM) set-up forms to enable TM products and services for business clients
Fulfills various types of deposit account maintenance and supersede requests
Gathers, completes and validates for accuracy – CDD/KYC requirements and forms to support depository and TM services
Provides clients with detailed information about their depository and/or TM products and services
Responsible for transaction and wire requests up to prescribed authority limits
Processes, solves, and answers customer inquiries, transactions, or problems while using sound judgment and experience, based on precedent, example, reasonableness or a combination of these
Works daily requests and performs account maintenance, reviews transactions, related documents, verifies work, processes, reconciles, approves routine and complex transactions, and obtains appropriate approvals (i.e. Wire Transfers, Exception Item Processing, Non-Post, Fraud Alerts, Research, Adjustments, Stop Payments, Debit Cards, Mobile Capture Limits, RDC, etc.)
Responds to inquiries or refers inquiries to the appropriate department or person, and exhibits the necessary follow through with clients and frontline staff
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
Knowledgeable of consumer and business account types and document requirements
Knowledge of regulations
Strong organizational and time management skills
Strong oral, written and interpersonal communication skills
Ability to develop rapport with clients, peers and partners
Ability to adapt well to change, work independently and in a group, understand and apply oral and/or written instructions, understand, remember and communicate routine information, understand complex problems and to collaborate and explore alternative solutions
Ability to make decisions that have moderate impact on the immediate work unit
Be able to organize thoughts and ideas into understandable terminology
Organize and prioritize own work schedule on a short-term and long-term basis
Ability to complete routine forms, letters and/or conduct routine oral communication
Ability to make informal presentations
High School diploma required and/or College degree preferred
A minimum of 1 year of client services experience required
1 year of Banking or Financial Services, business, or equivalent work experience required
Experience in complying with Know Your Customer/Customer Identification Programs
Preferred
College degree preferred
Benefits
Comprehensive benefits
Career development programs
A variety of employee resource groups
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
2026-01-22
Benzinga.com
2026-01-07
2025-12-08
Company data provided by crunchbase