Sr Customer Relationship Officer - Encino

Overview

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!

Senior Customer Relationship Officers are primarily responsible for coaching and training the Teller team to process transactions accurately, efficiently, and in accordance with established policies and procedures. They create a positive team environment in Branch Banking by modeling excellent customer service, and coach Tellers by using in-depth policy and procedure knowledge to handle more complex transactions and issues. May step in as a team leader when needed.

Performs all duties in accordance with the Company’s policies and procedures, and all applicable laws and regulations.

• Provide support to the Branch Operations Manager with Teller supervision by coaching and mentoring performance relative to losses, differences, and mitigating risk. When appropriate, assist with coaching for improved performance.
• Approve customer and Bank transactions within established limits, including Cashier’s Checks, wire transfers and deposit processing.
• Ensure training and review of banking policies and procedures are implemented within staff.
• Contribute significantly to the branch’s overall audit and certification results.
• Ensure branch security including the security and accountability of all cash and negotiable items. Maintain appropriate branch and ATM cash limits.
• Have knowledge of new accounts and act as a reliable back-up. This includes handling all facets of new accounts, including opening accounts, superseding accounts and research projects.
• Respond to emails, calls and other requests from back-office Operations and other business units.
• Identify customer needs and refer financial products and services.
• Participate in interviewing and hiring decisions.
• Prepare and deliver employee performance evaluations, goal planning, and counseling.
• Manage, support, coach and train employees.
• Follow all established policies and procedures.
• Perform other duties and projects as assigned.

• Minimum four years of recent experience in branch operations, including at least 1 year in new accounts (preferred).
• Solid understanding of Treasury Management including wire procedures and policies.
• Mastery of all key branch systems; basic end-user knowledge of Word and Excel.
• Detail-oriented, organized, reliable, solutions-oriented, and able to handle multiple functions with escalation as needed.
• Ability to manage increased complexity of staff or client relationship management depending on branch size.
• Ability to step in as a team…