Customer Relationship Officer - Santa Monica

Customer Relationship Officer - Santa Monica

Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly‑owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relationship‑based business banks focused on providing banking and treasury management services to small, middle‑market, and venture‑backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full‑service branches throughout California and Denver, Colorado, as well as full‑stack payment processing solutions through Banc Edge.

The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.

• Provide support to the Branch Operations Manager with Teller support related to losses, differences, and mitigating risk.
• Approve customer and bank transactions within established limits, including cashier’s checks, wire transfers, and deposit processing.
• Have a thorough knowledge of banking policies and procedures and ensure they are applied appropriately to daily tasks.
• Assist and contribute positively to branch audits and certification results.
• Ensure branch security, including the security and accountability of all cash and negotiable items, and 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.
• Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions.
• Demonstrate knowledge of and adherence to EEO policy; show respect and sensitivity for cultural differences; promote a working environment free of harassment of any type.
• Follow policies and procedures; complete tasks correctly and on time; support the company’s goals and values.
• Perform the position safely, without endangering the health or safety of self or others, and report potentially unsafe conditions. Comply with occupational safety and health standards and all rules, regulations, and orders issued pursuant to the OSHA Act of 1970.
• Perform other duties and projects as assigned.

• Minimum two years of recent experience in branch operations required.
• High school diploma or equivalent is required.
• Basic understanding of treasury management, including wire procedures and policies, is required.
• Solid understanding of all key branch systems; basic end‑user knowledge of Word and Excel is required.
• Detailed and accurate with ability to organize and prioritize; resourceful and reliable; solutions‑oriented; ability to understand when and whom to elevate is required.
• 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 by understanding needs; can resolve many different issues and de‑escalate situations while knowing whom to bring in when needed; can guide and support tellers in client resolution questions.
• Engages others in a friendly, reliable, and credible manner; ability to interact with internal partners and high‑touch clients is required.
• Stays current on all products, technology, and procedures, and other upcoming changes with ability to 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 level.

• Financial Security: 401(k) plan with 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).
• Building & Supporting Your Family:
  Partners with providers offering adoption,…