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Banc of California · 1 day ago

Customer Relationship Officer - Dana Point

Dana Point, CA

Full-time

Onsite

Entry Level

2+ years exp

Banc of California is a premier relationship-based business bank focused on providing banking and treasury management services. The Customer Relationship Officer is responsible for processing transactions and ensuring excellent customer service while supporting branch operations and adhering to company policies.

BankingFinanceFinancial Services

Responsibilities

Provide support to the Branch Operations Manager with Teller support relative to losses, differences and mitigating risk

Approve customer and Bank transactions within established limits, including Cashier’s Checks, wire transfers and deposit processing

Have a thorough knowledge of banking policies and procedures and ensure they are applied appropriately to their daily tasks

Assist and contribute positively to branch’s 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

Respond to emails, calls and other requests from back-office Operations and other business units

Identify customer needs and refer financial products and services

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

Branch operations experienceTreasury Management knowledgeWordExcel proficiencyClient service skillsProblem-solving abilityOrganizational skillsCommunication skillsTeam collaboration

Required

Minimum two years of recent experience in branch operations required

High School Diploma or equivalent is required

Basic understanding of Treasury Management including wire procedures and policies is required

Solid 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; resourceful and reliable; solutions-oriented; ability to understand when and to whom to escalate is required

Ability to take on some operational responsibility

Ability to model client service and ability to service client needs to completion

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 others in a friendly, reliable, and credible manner; ability to interact with internal partners and high-touch clients is required

Stays current on all products, technology, and procedures and other coming changes with ability to answer questions and acts with minimum required information

Takes appropriate actions 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

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