Customer Relationship Officer - lia

Visalia, CA
- 101

E. Main Street
Visalia, CA 93291, USA

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 its subsidiary, Deepstack Technologies.

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.

At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values – Entrepreneurialism, Operational Excellence, and Superior Analytics – empower us in creating a dynamic and inclusive workplace.

We are committed to supporting your growth and well‑being with comprehensive benefits, career development programs, a variety of employee resource groups, and more.

TOGETHER WE WIN®

THE OPPORTUNITY

Responsible for providing exceptional service by handling the customers’ financial needs in an efficient, friendly, and professional manner while opening new accounts, conducting needs assessment, and servicing transactions. They will adapt to the needs of the branch and focus on promotional activities and enhancing the customer experience by deepening and retaining relationships and recognizing opportunities. They will serve as a hybrid Relationship Banker to ensure exceptional customer experience as well as focusing on sales and service.

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. 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

• Supports the Bank’s philosophy of Building Excellence and provides excellent customer service.
• Serves a dual‑purpose role fulfilling responsibilities of both a Customer Relationship Officer and Teller.
• Profiles customers while opening or servicing deposit accounts to determine needs.
• Responsible for the overall branch customer experience assisting clients by making deposits and withdrawals, cashing checks, performing transfers, issuing bank checks, performing cash advances, processing loan advances and loan payments, cashing savings bonds and any other customer transaction as needed.
• Processes all types of new account transactions; cross‑sells the Bank’s products and services; strives to meet or exceed branch goals.
• Responsible for responding to customer inquiries, resolving issues, and recognizing cross sales opportunities. Educate customers on alternative channels that provide service.
• Performs daily check scanning, vault settlement, ATM settlement, night drop deposits, and assists with opening/closing branch procedures as necessary.
• Multitask among multifaceted job roles to address all service or transaction needs, including cash transactions and opening basic accounts.
• Researches and resolves cash differences.
• Coordinates with Branch Manager regarding responses for independent third party and regulatory audits of the department; ensures deficiencies identified from such audits are corrected.
• Maintains a comprehensive knowledge of all Bank products and services.
• Provides mentoring and training to other staff members.
• Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions.
• Demons…