Customer Relationship Officer - lia

Company Overview

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 a premier relationship‑based business bank that delivers banking and treasury management services to small, middle‑market, and venture‑backed businesses. It offers a broad range of loan and deposit products and services, operates full‑service branches throughout California and Denver, Colorado, and provides payment processing solutions through its subsidiary, Deepstack Technologies.

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

Responsible for providing exceptional service by handling the customers’ financial needs in an efficient, friendly, and professional manner while opening new accounts, conducting needs assessments, and servicing transactions. The role adapts to the branch’s needs and focuses on promotional activities, enhancing the customer experience, deepening relationships, and recognizing opportunities. The hybrid Relationship Banker ensures an exceptional customer experience while focusing on sales and service, performing all duties in accordance with company policies, U.S. state and federal laws, and regulations.

• 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: making deposits and withdrawals, cashing checks, performing transfers, issuing bank checks, providing cash advances, processing loan advances and loan payments, cashing savings bonds, and other customer transactions as needed.
• Processes all types of new account transactions, cross‑sells the Bank’s products and services, and strives to meet or exceed branch goals.
• Responds to customer inquiries, resolves issues, and recognizes cross‑sell opportunities.
• Educates 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.
• Multitasks 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 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.
• Treats people with respect; keeps commitments; inspires trust; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
• Demonstrates knowledge of and adherence to EEO policy; respects cultural differences; educates others on diversity; promotes a harassment‑free working environment; builds a diverse workforce and supports affirmative action.
• Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values.
• Performs the position safely, without endangering health or safety; reports potentially unsafe conditions; complies with OSHA Act and all applicable regulations.
• Performs other duties and projects as assigned.

• High School Diploma or equivalent required; work‑related experience should include an in‑depth background in Bank Secrecy Act compliance and general banking skills.
• Bachelor’s degree preferred.
• 3+ years of retail banking experience in the financial services industry.
• 1 year’s experience explaining credit products and accepting/closing loan applications.
• Intermediate math skills: calculating interest and percentages; balancing accounts; adding, subtracting, multiplying and dividing in all units of measure; locating routine…