Customer Relationship Officer - Visalia
Banc of California, Visalia, CA, United States
Company Overview
Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly‑owned banking subsidiary, Banc of California (the “bank”). Banc of California is a premier relationship‑based business bank that delivers banking and treasury management services to small, middle‑market, and venture‑backed businesses. It offers a broad range of loan and deposit products and services, operates full‑service branches throughout California and Denver, Colorado, and provides payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to supporting its local communities by backing organizations that provide financial literacy, job training, small‑business support, affordable housing, and more.
The Opportunity Responsible for providing exceptional service by handling the customers’ financial needs in an efficient, friendly, and professional manner while opening new accounts, conducting needs assessments, and servicing transactions. The role adapts to the branch’s needs and focuses on promotional activities, enhancing the customer experience, deepening relationships, and recognizing opportunities. The hybrid Relationship Banker ensures an exceptional customer experience while focusing on sales and service, performing all duties in accordance with company policies, U.S. state and federal laws, and regulations.
How You’ll Make a Difference
Supports the Bank’s philosophy of Building Excellence and provides excellent customer service.
Serves a dual‑purpose role fulfilling responsibilities of both a Customer Relationship Officer and Teller.
Profiles customers while opening or servicing deposit accounts to determine needs.
Responsible for the overall branch customer experience: making deposits and withdrawals, cashing checks, performing transfers, issuing bank checks, providing cash advances, processing loan advances and loan payments, cashing savings bonds, and other customer transactions as needed.
Processes all types of new account transactions, cross‑sells the Bank’s products and services, and strives to meet or exceed branch goals.
Responds to customer inquiries, resolves issues, and recognizes cross‑sell opportunities.
Educates 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 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.
Provides mentoring and training to other staff members.
Treats people with respect; keeps commitments; inspires trust; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
Demonstrates knowledge of and adherence to EEO policy; respects cultural differences; educates others on diversity; promotes a harassment‑free working environment; builds a diverse workforce and supports affirmative action.
Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values.
Performs the position safely, without endangering health or safety; reports potentially unsafe conditions; complies with OSHA Act and all applicable regulations.
Performs other duties and projects as assigned.
What You’ll Bring
High School Diploma or equivalent required; work‑related experience should include an in‑depth background in Bank Secrecy Act compliance and general banking skills.
Bachelor’s degree preferred.
3+ years of retail banking experience in the financial services industry.
1 year’s experience explaining credit products and accepting/closing loan applications.
Intermediate math skills: calculating interest and percentages; balancing accounts; adding, subtracting, multiplying and dividing in all units of measure; locating routine mathematical errors; computing rates, ratios and percentages, including drafting and interpreting bar graphs.
Excellent knowledge of bank deposits, 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.
Professional and helpful attitude; ability to interact positively with customers and co‑workers.
Ability to identify customer needs and implement effective solutions in a rapidly changing environment.
Ability to meet deadlines and support branch goals while delivering an excellent customer experience.
Ability to work with little to no supervision while performing duties.
Ability to work accurately with close attention to detail.
Ability to maintain confidentiality of sensitive information.
Ability to remain flexible 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 for the company’s 401(k) plan, including a company match and immediate vesting.
Health & Well‑Being: 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).
Family Support: Banc of California partners with providers that offer adoption, surrogacy, fertility assistance, paid parental leave, and family support solutions including care options.
Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off.
Career Growth Opportunities: Tuition reimbursement, annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.
Salary Range The base salary ultimately offered is determined through a review of education, industry experience, training, and demonstrated knowledge, skills and abilities in alignment with market data and other factors.
Equal Opportunity Employer 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 age, ancestry, color, religious creed, disability, gender identity, sexual orientation, or any other protected characteristic. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Customer Service and General Business
Industries Banking
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The Opportunity Responsible for providing exceptional service by handling the customers’ financial needs in an efficient, friendly, and professional manner while opening new accounts, conducting needs assessments, and servicing transactions. The role adapts to the branch’s needs and focuses on promotional activities, enhancing the customer experience, deepening relationships, and recognizing opportunities. The hybrid Relationship Banker ensures an exceptional customer experience while focusing on sales and service, performing all duties in accordance with company policies, U.S. state and federal laws, and regulations.
How You’ll Make a Difference
Supports the Bank’s philosophy of Building Excellence and provides excellent customer service.
Serves a dual‑purpose role fulfilling responsibilities of both a Customer Relationship Officer and Teller.
Profiles customers while opening or servicing deposit accounts to determine needs.
Responsible for the overall branch customer experience: making deposits and withdrawals, cashing checks, performing transfers, issuing bank checks, providing cash advances, processing loan advances and loan payments, cashing savings bonds, and other customer transactions as needed.
Processes all types of new account transactions, cross‑sells the Bank’s products and services, and strives to meet or exceed branch goals.
Responds to customer inquiries, resolves issues, and recognizes cross‑sell opportunities.
Educates 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 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.
Provides mentoring and training to other staff members.
Treats people with respect; keeps commitments; inspires trust; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
Demonstrates knowledge of and adherence to EEO policy; respects cultural differences; educates others on diversity; promotes a harassment‑free working environment; builds a diverse workforce and supports affirmative action.
Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values.
Performs the position safely, without endangering health or safety; reports potentially unsafe conditions; complies with OSHA Act and all applicable regulations.
Performs other duties and projects as assigned.
What You’ll Bring
High School Diploma or equivalent required; work‑related experience should include an in‑depth background in Bank Secrecy Act compliance and general banking skills.
Bachelor’s degree preferred.
3+ years of retail banking experience in the financial services industry.
1 year’s experience explaining credit products and accepting/closing loan applications.
Intermediate math skills: calculating interest and percentages; balancing accounts; adding, subtracting, multiplying and dividing in all units of measure; locating routine mathematical errors; computing rates, ratios and percentages, including drafting and interpreting bar graphs.
Excellent knowledge of bank deposits, 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.
Professional and helpful attitude; ability to interact positively with customers and co‑workers.
Ability to identify customer needs and implement effective solutions in a rapidly changing environment.
Ability to meet deadlines and support branch goals while delivering an excellent customer experience.
Ability to work with little to no supervision while performing duties.
Ability to work accurately with close attention to detail.
Ability to maintain confidentiality of sensitive information.
Ability to remain flexible 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 for the company’s 401(k) plan, including a company match and immediate vesting.
Health & Well‑Being: 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).
Family Support: Banc of California partners with providers that offer adoption, surrogacy, fertility assistance, paid parental leave, and family support solutions including care options.
Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off.
Career Growth Opportunities: Tuition reimbursement, annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.
Salary Range The base salary ultimately offered is determined through a review of education, industry experience, training, and demonstrated knowledge, skills and abilities in alignment with market data and other factors.
Equal Opportunity Employer 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 age, ancestry, color, religious creed, disability, gender identity, sexual orientation, or any other protected characteristic. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Customer Service and General Business
Industries Banking
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