Senior Financial Services Officer - Beverly Hills

Senior Financial Services Officer - Beverly Hills

Join to apply for the Senior Financial Services Officer - Beverly Hills role at Banc of California

Bank 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”). The bank is one of the nation’s premier relationship‑based business banks focused on providing banking and treasury management services to small, middle‑market, and venture‑backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full‑service branches throughout California and Denver, Colorado, as well as full‑stack payment processing solutions through its subsidiary, Deepstack Technologies.

The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.

The 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 and 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 the company operates under.

• Handle all facets of new accounts including opening new accounts, superseding accounts, account maintenance, research projects, ordering checks, and notary services.
• Cross‑sell Banc of California products and services through a thorough knowledge of services and customer needs.
• Assist with daily and monthly audits and certifications and prepare documentation for new accounts under the bank’s CIP/BSA and other bank policies.
• Maintain a high‑level knowledge of legal documentation required for various entity types.
• Handle complex client requests independently with minimal supervision.
• Input new accounts on IBS and submit complete packages.
• Assume backup operational duties such as teller support, branch operations manager assistance, and branch manager assistance.
• Assist with end‑of‑day closing, including cash balancing (vault & ATM).
• Process and scan daily teller work.
• Identify opportunities to cross‑sell treasury‑management products.
• Help train and onboard new team members.
• Contribute to the branch’s overall goals.
• Treat people with respect; keep commitments; inspire trust; work ethically; uphold organizational values; accept responsibility for own actions.
• Demonstrate knowledge of and adherence to EEO policy; respect and sensitivity for cultural differences; promote a harassment‑free environment; build a diverse workforce; support affirmative action.
• Follow policies and procedures; complete tasks correctly and on time; support company goals and values.
• Perform the position safely, reporting unsafe conditions and complying with occupational safety and health standards.
• Perform other duties and projects as assigned.

• At least 2 years of new accounts experience.
• At least 4 years in Branch Banking Operations.
• High School Diploma or equivalent.
• Solid understanding of Treasury Management including wire procedures and policies.
• Solid understanding of all key branch systems; basic end‑user knowledge of Word and Excel.
• Detail‑oriented and able to organize and prioritize.
• Ability to take on operational responsibility.
• Skill in asking questions, listening to client cues, and matching products to client needs.
• Responsive and able to establish and maintain relationships internally and externally; may mentor others.
• Polished communication style with confidence and influence as primary point of contact for client questions.
• Initiative to learn and grow; current on new products; able to answer questions with minimal information.
• Pr…