Customer Relationship Officer - Brea
Banc of California, Brea, CA, United States
Customer Relationship Officer - Brea
BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent company of Banc of California. Banc of California is one of the nation's premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities. The bank also provides full-service payment processing solutions to its clients and serves the Community Association Management industry nationwide through its technology forward platform, SmartStreet. Banc of California is committed to supporting its local communities through the Banc of California Charitable Foundation and by partnering with organizations that promote financial literacy, job training, small business support, affordable housing, and more. At Banc of California, our success is powered by our people and a shared commitment to delivering meaningful results. We foster an environment where entrepreneurial thinking is encouraged, and accountability and operational excellence are expected. Our team members are empowered to take ownership, make informed decisions, and make a meaningful impact as the bank continues to grow and evolve. We are dedicated to supporting your growth and wellbeing through comprehensive benefits, robust development opportunities, and inclusive programs that enable you to perform at your best. Together we win!
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 assessment, and servicing transactions. They will adapt to the needs of the branch and focus on promotional activities and enhancing the customer experience by deepening and retaining relationships and recognizing opportunities. They will serve as a hybrid Relationship Banker to ensure exceptional customer experience as well as focusing on sales and service. Performs all duties in accordance with the Company's policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates.
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 assisting clients by making deposits and withdrawals, cashing checks, performing transfers, issuing bank checks, performing cash advances, processing loan advances and loan payments, cashing savings bonds and any other customer transaction as needed. 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. Multitask 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. Provides mentoring and training to other staff members. Follows all established policies and procedures. Performs other duties and projects as assigned.
WHAT YOU'LL BRING 3+ years of retail banking experience in a financial services industry. 1 year experience explaining credit products and accepting/closing loan applications. Intermediate math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of 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. 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. Must be able 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 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. 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. Bachelor's degree preferred.
HOW WE'LL SUPPORT YOU Financial Security: You will be eligible to participate in the company's 401k plan which includes a company match and immediate vesting. Health & Well-Being: We offer 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). Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off. Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an 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, knowledge, skills, abilities of the applicant in alignment with market data and other factors. 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 their actual or perceived race (including traits associated with race, such as hair texture, hair type or protective hairstyles), religion or religious creed (including religious dress and grooming practices), color, sex (including pregnancy, childbirth, breastfeeding and related medical conditions), sexual orientation, gender, gender identity, gender expression, gender transitioning, citizenship status, national origin, ancestry, age, marital status, military or veteran status, medical condition, genetic information, or disability (mental or physical), requests for accommodation and any additional protected categories set forth in applicable federal, state or local laws. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent company of Banc of California. Banc of California is one of the nation's premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities. The bank also provides full-service payment processing solutions to its clients and serves the Community Association Management industry nationwide through its technology forward platform, SmartStreet. Banc of California is committed to supporting its local communities through the Banc of California Charitable Foundation and by partnering with organizations that promote financial literacy, job training, small business support, affordable housing, and more. At Banc of California, our success is powered by our people and a shared commitment to delivering meaningful results. We foster an environment where entrepreneurial thinking is encouraged, and accountability and operational excellence are expected. Our team members are empowered to take ownership, make informed decisions, and make a meaningful impact as the bank continues to grow and evolve. We are dedicated to supporting your growth and wellbeing through comprehensive benefits, robust development opportunities, and inclusive programs that enable you to perform at your best. Together we win!
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 assessment, and servicing transactions. They will adapt to the needs of the branch and focus on promotional activities and enhancing the customer experience by deepening and retaining relationships and recognizing opportunities. They will serve as a hybrid Relationship Banker to ensure exceptional customer experience as well as focusing on sales and service. Performs all duties in accordance with the Company's policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates.
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 assisting clients by making deposits and withdrawals, cashing checks, performing transfers, issuing bank checks, performing cash advances, processing loan advances and loan payments, cashing savings bonds and any other customer transaction as needed. 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. Multitask 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. Provides mentoring and training to other staff members. Follows all established policies and procedures. Performs other duties and projects as assigned.
WHAT YOU'LL BRING 3+ years of retail banking experience in a financial services industry. 1 year experience explaining credit products and accepting/closing loan applications. Intermediate math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of 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. 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. Must be able 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 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. 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. Bachelor's degree preferred.
HOW WE'LL SUPPORT YOU Financial Security: You will be eligible to participate in the company's 401k plan which includes a company match and immediate vesting. Health & Well-Being: We offer 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). Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off. Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an 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, knowledge, skills, abilities of the applicant in alignment with market data and other factors. 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 their actual or perceived race (including traits associated with race, such as hair texture, hair type or protective hairstyles), religion or religious creed (including religious dress and grooming practices), color, sex (including pregnancy, childbirth, breastfeeding and related medical conditions), sexual orientation, gender, gender identity, gender expression, gender transitioning, citizenship status, national origin, ancestry, age, marital status, military or veteran status, medical condition, genetic information, or disability (mental or physical), requests for accommodation and any additional protected categories set forth in applicable federal, state or local laws. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.