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VP, Client Banking Manager

Job in Brea, Orange County, California, 92631, USA
Listing for: Pacific Western Bank
Full Time position
Listed on 2025-12-02
Job specializations:
  • Finance & Banking
    Risk Manager/Analyst
  • Management
    Risk Manager/Analyst
Job Description & How to Apply Below

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 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.

At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values – Entrepreneurialism, Operational Excellence, and Superior Analytics – empower us in creating a dynamic and inclusive workplace.

We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more.

TOGETHER WE WIN®

THE OPPORTUNITY

Responsible for supervising and providing leadership, coaching and guidance to a team of Client Banking Officers to ensure our clients and business partners receive exceptional service. Performs a variety of other management related functions and assists with the servicing of our consumer and business clients. 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
  • Coordinates daily activities of the team including, but not limited to, effective delegation of assignments, developing work schedules, providing necessary training & guidance. At times may act as Team Manager during his/her absence.
  • Manages a team focused on contractual based accounts such as DACA, Escrow, Ban control, Pledged, Promontory, and Reich & Tang. Team will be focused on onboarding and servicing of these accounts.
  • Utilizes workforce management system to monitor calls and completes quality forms. Provides coaching and training on improving the overall service experience. Tracking and measuring results.
  • Assists with escalated issues from Community Banking, Business Banking, and Specialty Banking, CRE/Loan Servicing and other internal lines of businesses. Ensures all issues are resolved and supports the company’s goals and values.
  • Processes, reconciles and/or approves routine and complex transactions of varying risk and financial value in accordance with established policies and procedures. Identifies and addresses exceptions and may resolve escalated items. Partners internally with service partners to route calls, documents or other action items to complete transactions.
  • Reviews transactions and verifies work processes to ensure completeness, accuracy and
  • conformance to established service levels and applicable policies and procedures. May review reports to identify exceptions, monitor quality and ensure compliance. May participate in risk mitigation activities.
  • Leads by example, assumes responsibilities where a gap needs to be filled. Sets high standards & follows established bank policies and procedures, meets and adheres to audit requirements.
  • Consistently evaluates processes and looks for ways to improve overall productivity and accuracy.
  • Performs personnel actions including performance appraisals, disciplinary actions, and interviewing candidates for employment, and supervises the daily activities of the team.
  • Continually develops and maintains a working knowledge of internal policies and procedures.
  • Follows established bank policies & procedures, meets and adheres to audit standards. Supports the company’s goals and…
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