Financial Services Officer - Los Angeles; Wilshire

BANC OF CALIFORNIA AND YOUR CAREERBanc 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 OPPORTUNITY The 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 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 experienced in New Accounts who 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, wherein the Company operates.

HOW YOU’LL MAKE A DIFFERENCE Handle all facets of new accounts including opening new accounts, superseding accounts, account maintenance, research projects, ordering checks and notary services.

Cross-selling Banc of California products and services through a thorough knowledge of services and customer needs.

Assist with daily and monthly audits and certifications. 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  able to comprehend complicated new accounts deals and relied upon in satisfactorily handle complex client requests on their own, with minimum supervision.

Input new accounts on IBS and submit complete package.

Have a knowledge of and be a backup to other operational duties including Teller and assisting the Branch Operations Manager and Branch Manager.

Provide assistance with end of day closing, to include cash balancing (vault & ATM).Assist with processing and scanning of daily Teller work.

Maintain a high-level knowledge of treasury management products and the ability to identify when to cross sell these products.

Help with the training and onboarding of new team members.

Participate and contribute to the branch’s overall goals.

Follow all established policies and procedures.

Perform other…