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Banc of California

Senior Financial Services Officer - San Luis Obispo

san luis obispo, CA

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Job description

Hourly Range: $21.39 USD to $32.21 USD

nDescription

nBANC OF CALIFORNIA AND YOUR CAREER

nBanc 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.

nAt 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!

nTHE OPPORTUNITY

nThe Senior Financial Services Officer is responsible for opening new accounts and performing maintenance with accuracy, efficiency and professionalism, meeting the high quality service delivery standards of the Bank. The Senior Financial Services Officer is responsive to the needs of both internal and external customers by maintaining a thorough knowledge of and introducing Bank services and products that may be of interest to them. Incumbents in this position are typically highly experienced in New Accounts who can handle the full range of retail and commercial transactions. 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.

nHOW YOU’LL MAKE A DIFFERENCE

nnnHandle all facets of new accounts including opening new accounts, superseding accounts, account maintenance, research projects, ordering checks and notary services.

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nnCross-selling Banc of California products and services through a thorough knowledge of services and customer needs.

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nnAssist with daily and monthly audits and certifications. Prepare documentation for new accounts under the Bank’s CIP/BSA and other Bank policies.

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nnMaintain a high-level knowledge of legal documentation required for various entity types.

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nnBe able to comprehend complicated new accounts deals and relied upon in satisfactorily handle complex client requests on their own, with minimum supervision.

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nnInput new accounts on IBS and submit complete package.

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nnHave a knowledge of and be a backup to other operational duties including Teller and assisting the Branch Operations Manager and Branch Manager.

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nnProvide assistance with end of day closing, to include cash balancing (vault & ATM).

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nnAssist with processing and scanning of daily Teller work.

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nnMaintain a high-level knowledge of treasury management products and the ability to identify when to cross sell these products.

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nnHelp with the training and onboarding of new team members.

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nnParticipate and contribute to the branch’s overall goals.

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n nWHAT YOU’LL BRING

nnn2 years in new accounts required.

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nn4 year in Branch Banking Operations is required.

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nnHigh School Diploma or equivalent is required.

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nnSolid understanding of Treasury Management including wire procedures and policies is required.

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nnSolid understanding of all key branch systems; basic end-user knowledge of Word and Excel is required.

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nnDetailed and accurate with ability to organize and prioritize is required.

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nnAbility to take on some operational responsibility.

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nnRelied on for ability to ask questions and listen to client cues, assess needs, and match products with client needs is required.

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nnResponsive; establishes and maintains relationships internally and externally by understanding needs; may mentor others in the branch is required.

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nnPolished communication style; can articulate credibly, with confidence and influence as primary point of contact for any client questions especially regarding new accounts or new products; listens carefully to expressed needs; ability to communicate with other departments in order to find the appropriate solution; developing ability to use and understand business acumen is required.

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nnTakes initiative to learn and grow; stays current on all new products with ability to answer questions and act with minimum information is required.

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nnKnows what action to take and able to problem solve with minimal direction and is effective across multiple concurrent tasks is required.

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nnAccountable for handling appropriate level of risk and making decisions appropriate to level is required.

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n nHOW WE’LL SUPPORT YOU

nnnFinancial Security: You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting.

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nnHealth & 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).

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nnBuilding & Supporting Your Family: Banc of California partners with providers that offeradoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.

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nnPaid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off.

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nnCareer 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.

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n nSALARY RANGE

nThe 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.

nBanc 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.

nEqual Opportunity Employer

nThis employer is required to notify all applicants of their rights pursuant to federal employment laws.

nFor further information, please review the Know Your Rights ( notice from the Department of Labor.

Worksite address

san luis obispo, CA, 93403, US

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