Client Services Representative

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!

The Client Services Representative is responsible for ensuring that all client documentation and regulatory requirements for loan and deposit accounts are met while serving as a primary point of contact for client relationships. This role oversees internal Venture Banking functions, projects, and support issues that affect clients while supporting client service needs and relationship management activities. 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.

• Provide front-line client service support.
• Exercise independent judgment and discretion on matters of significance to both the client and the bank, including interpreting and implementing bank policies and procedures while balancing client needs.
• Act as a point of contact for clients in a designated area, including overseeing all aspects of the deposit relationship.
• Manage client relationships from application through ongoing support.
• Track and monitor account opening documentation, service implementation, and fee collection to ensure compliance with regulatory guidelines.
• Process monetary transactions for customer accounts.
• Process account maintenance, updates, and corrections on IBS.
• Maintain strong knowledge of the Bank’s services and products to support clients and identify cross-selling opportunities.
• Provide research assistance and information to customers.
• Resolve customer disputes using independent judgment and knowledge of bank policies and procedures.
• Follow all established policies and procedures.
• Perform other duties and projects as assigned.

• Associate’s degree or equivalent work experience required.
• 3+ years of experience required.
• Creative and strategic thinker with excellent problem-solving and organizational skills.
• Ability to exhibit professionalism and a positive attitude under pressure.
• Ability to work independently while collaborating cross-functionally in a team environment.
• Superior oral and written communication skills.
• Ability to handle multiple priorities, projects, and relationships simultaneously.
• Proven success in managing large client accounts.
• Bachelor’s degree or higher preferred.
• High school diploma or equivalent required.

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

Health & Well-Being: We offer comprehensive insurance options including…