Client Banking Specialist: Accounts & Cross-Sell
Job in
San Luis Obispo, San Luis Obispo County, California, 93403, USA
Listed on 2026-09-09
Listing for:
Pacific Western Bank
Full Time
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Bank Customer Service, Banking & Finance, Banking Operations
Job Description & How to Apply Below
Banc of California in San Luis Obispo is seeking a Financial Services Officer to open and maintain customer accounts with accuracy and professionalism. This on-site role supports retail and commercial transactions and delivers high-quality service.
You will cross-sell bank products, assist with audits, and maintain knowledge of treasury management. Two years in branch banking operations and a HS diploma are preferred, with basic Word/Excel skills.
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