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, Smart Street. 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!

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.

• 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.

• 3+ years of retail banking experience in a financial services industry.
• 1 year experience…