Banc of California is a bank holding company that offers banking and treasury management services to small, middle-market, and venture-backed businesses. The Financial Services Officer is responsible for opening new accounts, performing maintenance, and cross-selling products and services. The role requires a high-level knowledge of legal documentation, treasury management products, and customer needs.
Requirements
- 1 year in new accounts preferred
- 2 years in Branch Banking Operations
- High School Diploma or equivalent is required
- Solid 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 is required
- Ability to take on some operational responsibility; fluency in Spanish is beneficial dependent on branch location but not required
- Relied on for ability to ask questions and listen to client cues, assess needs, and match products with client needs is required
- Responsive; establishes and maintains relationships internally and externally by understanding needs; may mentor others in the branch is required
- Polished 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
- Takes initiative to learn and grow; stays current on all new products with ability to answer questions and act with minimum information is required
- Knows what action to take and able to problem solve with minimal direction and is effective across multiple concurrent tasks is required
- Accountable for handling appropriate level of risk and making decisions appropriate to level is required
Benefits
- 401k plan with 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)
- Paid vacation days, holidays, and volunteer time off
- Tuition reimbursement
- Annual mentorship program
- Leadership development resources
- Access to LinkedIn Learning
