Customer Relationship Officer - La Jolla

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. 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.

Customer Relationship Officers are primarily responsible for processing 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 support Tellers by using policy and procedure knowledge to handle transactions and issues. All duties are performed in accordance with the Company’s policies and procedures, U.S. state and federal laws, and regulations applicable to the Company’s operations.

• Provide support to the Branch Operations Manager with Teller support relative to losses, differences, and mitigating risk.
• Approve customer and bank transactions within established limits, including cashier’s checks, wire transfers, and deposit processing.
• Apply banking policies and procedures appropriately to daily tasks.
• Assist and contribute positively to branch 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.
• Respond to emails, calls, and other requests from back‑office operations and other business units.
• Identify customer needs and refer financial products and services.
• Follow all established policies and procedures.
• Perform other duties and projects as assigned.

• Minimum two years of recent experience in branch operations.
• Basic understanding of Treasury Management including wire procedures and policies.
• Solid understanding of all key branch systems; basic end‑user knowledge of Word and Excel.
• Detail‑oriented with ability to organize and prioritize; resourceful, reliable, and solutions‑oriented; able to understand when and to whom to escalate.
• Ability to take on some operational responsibility.
• Ability to model client service and service client needs to completion.
• Responsive; establishes and maintains relationships internally and externally, understands needs, resolves issues, de‑escalates situations, and knows when to bring in additional help; guides tellers if needed.
• Engages others in a friendly, reliable, and credible manner; able to interact with internal partners and high‑touch clients.
• Stays current on all products, technology, and procedures; can answer questions and act with minimum required information.
• Takes appropriate actions under guidance to actively problem‑solve and follow up across multiple concurrent tasks.
• Accountable for handling appropriate level of risk and making decisions appropriate to that level.
• High school diploma or equivalent.

• Financial security: eligible to participate in the company’s 401(k) plan with a company match and immediate vesting.
• Health & well‑being: comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long‑term disability, a pre‑tax Health Savings Account with employer contributions, and a pre‑tax Flexible Spending Account (FSA).
• Building & supporting your family: partners with providers that offer adoption, surrogacy, and fertility…