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Banc of California · 1 day ago

Account Executive

Durham, NC

Full-time

Onsite

New Grad, Entry Level

0+ years exp

Banc of California is a premier relationship-based business bank headquartered in Los Angeles, focused on providing banking and treasury management services to various businesses. The Account Executive role involves managing loan operations and servicing for a portfolio of commercial loans, serving as a primary point of contact for clients and ensuring compliance with policies and regulations.

BankingFinanceFinancial Services

Responsibilities

Prepare financial statements, reports, and records by collecting, analyzing, and summarizing client account information

Maintain client accounts by processing funding requirements to ensure that loan advances are in compliance with credit policy

Manage payments on behalf of the borrower and issue monthly client account statements

Maintain financial integrity by researching and reconciling discrepancies, auditing and verifying documents, following internal controls, and understanding and monitoring loan documents to ensure compliance

Contribute to team effort by accomplishing related group tasks as needed, including special projects

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

Advanced Excel skillsCorporate finance knowledgeMicrosoft Office SuiteAttention to detailCommunication skillsOrganizational skillsTime managementCreative thinkingTeam collaboration

Required

Ability to communicate (orally and in writing) in a professional manner when dealing with clients, peers, and company contacts

Advanced Excel spreadsheet skills are required in order to perform essential functions listed above

General understanding of corporate finance and accounting concepts

Ability to work independently and collaboratively

Ability to interface effectively and professionally with senior level management

Ability to multi-task several projects at once

Excellent attention to detail and accuracy

Excellent organizational and time management skills

Proven ability to use Microsoft Office Suite (Outlook, Excel, MS Word, and PowerPoint)

Creative and strategic thinker capable of analyzing information/processes to determine overall trends and make appropriate conclusions

Bachelor's Degree and/or relevant work experience or training

0-2 years of experience

High School diploma or equivalent required

Preferred

Some experience in financial industry

Benefits

401k plan which includes a company match and immediate vesting

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)

Adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family

Paid vacation days, holidays, and volunteer time off

Tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more