Private Client Services Officer

BOC - 3 Mac Arthur
3 Macarthur Pl
Santa Ana, CA 92707, USA

BOC - 3 Mac Arthur
3 Macarthur Pl
Santa Ana, CA 92707, USA

• On-site
• Hourly Range : $21.39 USD to $32.21 USD
• Full-Time
• Requisition #: PRIVA
  005050

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!

The Private Client Services Officer is responsible for managing all facets of affluent consumer and business client relationships while delivering an exceptional end-to-end client experience that supports relationship deepening and client retention. This role reports to the Private Client Services Manager and partners closely with Private Banking Relationship Managers and their clients to provide best-in-class service, fulfillment, and coordination with internal business partners.

The position performs a broad range of operational and client service functions, including onboarding new deposit accounts and serving as a subject matter expert in treasury management products and services for consumer and business clients with varying levels of complexity. The Private Banking Services Officer handles incoming client and business partner inquiries via phone and email, resolves account-related issues, and ensures transactions are processed accurately, efficiently, and in a timely manner.

The incumbent consistently exercises sound judgment and decision-making when responding to inquiries, approvals, and service requests. All responsibilities are performed in accordance with company policies and procedures, as well as applicable federal and state laws and regulations. The role demonstrates risk excellence through accurate documentation, sound judgment, timely escalation of issues, and strict adherence to policies and regulatory requirements, supporting a strong control environment and positive client outcomes.

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.

• Supports all facets of the New Accounts function, including opening new accounts, account maintenance, account supersedes, ordering checks, and servicing affluent consumer and business client relationships.
• Delivers a high-touch client experience by responding to client requests, identifying service needs, and providing timely and accurate solutions that enhance client satisfaction and retention.
• Builds and maintains effective working relationships with clients, Private Banking Relationship Managers, internal business partners, and frontline…