Pacific Western Bank
San Luis Obispo, CA – 1001 Marsh Street, 93401, USA
THE OPPORTUNITY Responsible for acting as the customer’s first point of contact with the bank by providing retail banking products and services and verifying the completeness of retail banking transactions.
HOW YOU’LL MAKE A DIFFERENCE
Assists customer inquiries and requests regarding current accounts.
Responsible for the overall branch customer experience by making deposits and withdrawals, cashing checks, performing transfers, issuing bank checks, performing cash advances, processing loan advances and loan payments, and cashing savings bonds.
Processes all types of new account transactions; cross-sells the Bank’s products and services; strives to meet or exceed branch goals.
Responsible for responding to customer inquiries, resolving issues, and recognizing cross-sales opportunities. Educate customers on alternative channels that provide service.
Performs daily check scanning, vault settlement, ATM settlement, night drop deposits, and assists with opening/closing branch procedures as necessary.
Multitasks among multifaceted job roles to address all service or transaction needs, including cash transactions and opening basic accounts.
Researches and resolves cash differences.
Coordinates with Branch Manager regarding responses for independent third party and regulatory audits of the department; ensures deficiencies identified from such audits are corrected.
Maintains a comprehensive knowledge of all Bank products and services.
Treat people with respect; keep commitments; inspire trust; 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 a 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. Compliance with OSHA standards applies.
Performs other duties and projects as assigned.
WHAT YOU’LL BRING
High School Diploma or equivalent required. Work related experience should consist of an in-depth background in Bank Secrecy Act compliance and general banking skills.
3+ years of retail banking experience in a financial services industry.
Intermediate math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure.
Excellent knowledge of bank deposits, lending products, credit products, and services to open accounts.
Relationship building, collaboration and teamwork.
Intermediate experience, knowledge and training in all operational activities and terminology.
Exceptional oral, written and interpersonal communication skills.
Must exhibit a very professional and helpful attitude along with the ability to interact positively with customers and co-workers.
Demonstrate ability to identify customer needs and implement an effective solution in a rapidly changing environment.
Ability to work accurately with close attention to detail.
Ability to maintain confidentiality of sensitive information.
Ability to remain flexible in order to adapt to changes in the work environment.
Ability to work with general supervision while performing duties.
Ability to communicate with individuals utilizing a telephone; requires ability to hear and speak effectively on the telephone.
HOW WE’LL SUPPORT YOU
Financial Security: Eligible to participate in the company’s 401(k) plan with company match and immediate vesting.
Health & Well-Being: Comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax HSA with employer contributions, and pre-tax FSA.
Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, fertility assistance, paid parental leave and family support solutions.
Paid Time Away: Paid vacation days, holidays, and volunteer time off.
Career Growth Opportunities: Tuition reimbursement, annual mentorship program, leadership development resources, LinkedIn Learning access, and more.
SALARY RANGE The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities, market data and other factors.
EEO STATEMENT 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 race, color, religion, creed, national origin, age, sex, gender identity, sexual orientation, disability or any other protected category. If you require reasonable accommodation, please contact Talent Acquisition.
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THE OPPORTUNITY Responsible for acting as the customer’s first point of contact with the bank by providing retail banking products and services and verifying the completeness of retail banking transactions.
HOW YOU’LL MAKE A DIFFERENCE
Assists customer inquiries and requests regarding current accounts.
Responsible for the overall branch customer experience by making deposits and withdrawals, cashing checks, performing transfers, issuing bank checks, performing cash advances, processing loan advances and loan payments, and cashing savings bonds.
Processes all types of new account transactions; cross-sells the Bank’s products and services; strives to meet or exceed branch goals.
Responsible for responding to customer inquiries, resolving issues, and recognizing cross-sales opportunities. Educate customers on alternative channels that provide service.
Performs daily check scanning, vault settlement, ATM settlement, night drop deposits, and assists with opening/closing branch procedures as necessary.
Multitasks among multifaceted job roles to address all service or transaction needs, including cash transactions and opening basic accounts.
Researches and resolves cash differences.
Coordinates with Branch Manager regarding responses for independent third party and regulatory audits of the department; ensures deficiencies identified from such audits are corrected.
Maintains a comprehensive knowledge of all Bank products and services.
Treat people with respect; keep commitments; inspire trust; 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 a 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. Compliance with OSHA standards applies.
Performs other duties and projects as assigned.
WHAT YOU’LL BRING
High School Diploma or equivalent required. Work related experience should consist of an in-depth background in Bank Secrecy Act compliance and general banking skills.
3+ years of retail banking experience in a financial services industry.
Intermediate math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure.
Excellent knowledge of bank deposits, lending products, credit products, and services to open accounts.
Relationship building, collaboration and teamwork.
Intermediate experience, knowledge and training in all operational activities and terminology.
Exceptional oral, written and interpersonal communication skills.
Must exhibit a very professional and helpful attitude along with the ability to interact positively with customers and co-workers.
Demonstrate ability to identify customer needs and implement an effective solution in a rapidly changing environment.
Ability to work accurately with close attention to detail.
Ability to maintain confidentiality of sensitive information.
Ability to remain flexible in order to adapt to changes in the work environment.
Ability to work with general supervision while performing duties.
Ability to communicate with individuals utilizing a telephone; requires ability to hear and speak effectively on the telephone.
HOW WE’LL SUPPORT YOU
Financial Security: Eligible to participate in the company’s 401(k) plan with company match and immediate vesting.
Health & Well-Being: Comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax HSA with employer contributions, and pre-tax FSA.
Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, fertility assistance, paid parental leave and family support solutions.
Paid Time Away: Paid vacation days, holidays, and volunteer time off.
Career Growth Opportunities: Tuition reimbursement, annual mentorship program, leadership development resources, LinkedIn Learning access, and more.
SALARY RANGE The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities, market data and other factors.
EEO STATEMENT 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 race, color, religion, creed, national origin, age, sex, gender identity, sexual orientation, disability or any other protected category. If you require reasonable accommodation, please contact Talent Acquisition.
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