Financial Services Officer - Manhattan

Financial Services Officer - Manhattan Beach

Location:

Manhattan Beach, CA – On-site, Full‑time.

• Handle all facets of new accounts including opening new accounts, superseding accounts, account maintenance, research projects, ordering checks and notary services.
• Cross‑sell 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 types.
• Comprehend complicated new account deals and handle complex client requests with minimal supervision.
• Input new accounts on IBS and submit complete packages.
• Provide backup to other operational duties including Teller and assist the Branch Operations Manager and Branch Manager.
• Assist with end‑of‑day closing, including cash balancing (vault & ATM).
• Assist with processing and scanning of daily Teller work.
• Maintain a high‑level knowledge of treasury management products and identify opportunities to cross‑sell these products.
• Help with training and onboarding of new team members.
• Participate and contribute to the branch’s overall goals.
• Follow all established policies and procedures.
• Perform other duties and projects as assigned.

• 1 year in new accounts preferred.
• 2 years in Branch Banking Operations required.
• High School Diploma or equivalent required.
• Basic understanding of Treasury Management, including wire procedures and policies, required.
• Basic understanding of key branch systems; basic end‑user knowledge of Word and Excel required.
• Detail‑oriented with strong organizational and prioritization skills.
• Ability to match products with client needs.
• Responsive and establishing relationships internally and externally; may mentor others.
• Communicate confidently as the primary point of contact for client questions about new accounts or products; listen carefully to expressed needs and collaborate across departments.
• Proactively learn and stay current on new products; answer questions or appropriately escalated when needed.
• Take initiative to solve problems and follow up across multiple concurrent tasks.
• Accountable for handling risk at an appropriate level and making decisions accordingly.

• Financial Security: Eligibility for the company’s 401(k) plan, including a company match and immediate vesting.
• Health & Well‑Being: Comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long‑term disability, pre‑tax Health Savings Account with employer contributions, and pre‑tax Flexible Spending Account (FSA).
• Family Support: Partners with providers that offer adoption, surrogacy, fertility assistance, paid parental leave, and family care options.
• Paid Time Off: Paid vacation days, holidays, and volunteer time off.
• Career Growth Opportunities: Tuition reimbursement, annual mentorship program, leadership development resources, access to Linked In Learning, and more.

The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, and abilities of the applicant in alignment with market data and other factors.

Banc of California is an equal‑opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, sexual orientation, gender identity, national origin, age, disability, or any other characteristic protected by law. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.