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Senior Financial Services Officer - Santa Maria

Job in Santa Maria, Santa Barbara County, California, 93454, USA
Listing for: Pacific Western Bank
Full Time position
Listed on 2026-09-10
Job specializations:
  • Finance & Banking
    Bank Customer Service, Banking Operations, Banking & Finance
Salary/Wage Range or Industry Benchmark: 26 USD Hourly USD 26.00 HOUR
Job Description & How to Apply Below

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. 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!

Posting Details
  • Posted on September 8, 2026
Locations
  • Showing 1 location Santa Maria, CA 93455, USA
  • On-site
  • Hourly Range : $21.39 USD to $32.21 USD
  • Customer-Facing & Banking Roles
  • Full-Time
  • Requisition #: SENIO
    005104
THE OPPORTUNITY

The Senior Financial Services Officer is responsible for opening new accounts and performing account maintenance with accuracy, efficiency, and professionalism while meeting the Bank’s high-quality service delivery standards. This role responds to the needs of internal and external customers by maintaining thorough knowledge of and introducing Bank products and services that may be of interest to them. Incumbents are typically highly experienced in new accounts and able to 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 and superseding accounts, performing account maintenance and research projects, ordering checks, and providing notary services.
  • Cross-sell Banc of California products and services through a thorough understanding of available services and customer needs.
  • Assist with daily and monthly audits and certifications.
  • Prepare new account documentation in accordance with the Bank’s Customer Identification Program (CIP), Bank Secrecy Act (BSA), and other Bank policies.
  • Maintain a high level of knowledge of the legal documentation required for various entity types.
  • Comprehend complicated new account transactions and independently handle complex client requests with minimal supervision.
  • Input new accounts into IBS and submit complete packages.
  • Maintain knowledge of and serve as a backup for other operational duties, including Teller responsibilities and assisting the Branch Operations Manager and Branch Manager.
  • Assist with end-of-day closing activities, including vault and ATM cash balancing.
  • Assist with processing and scanning daily Teller work.
  • Maintain a high level of…
Position Requirements
10+ Years work experience
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