Banc of California
Senior Client Banking Officer
Banc of California, Santa Ana, California, United States, 92725
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Senior Client Banking Officer
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Banc of California 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. THE OPPORTUNITY Responsible for providing a full range of best-in-class professional servicing and fulfillment duties to both internal and external clients. Performs a variety of operational functions including, but not limited to, onboarding new deposit accounts and treasury products and services for both consumer and business clients with varying degrees of complexity. Handles incoming calls and emails regarding account inquiries from clients and business partners, and ensures daily transactions are processed accurately and efficiently. Consistently applies sound decision-making techniques pertaining to inquiries, approvals, and requests. How You’ll Make a Difference
Onboards Business and Consumer depository products and services. Completes Treasury Management (TM) set-up forms to enable TM products and services for business clients. Fulfills various types of deposit account maintenance and supersede requests. Gathers, completes, and validates for accuracy – CDD/KYC requirements and forms to support depository and TM services. Provides clients with detailed information about their depository and/or TM products and services. Responsible for transaction and wire requests up to prescribed authority limits. Processes, solves, and answers complex customer inquiries, transactions, or problems while using sound judgment and experience, based on precedent, example, reasonableness, or a combination of these. Works daily requests and performs account maintenance, reviews transactions, related documents, verifies work, processes, reconciles, approves routine and complex transactions, and obtains appropriate approvals. Responds to inquiries or refers inquiries to the appropriate department or person, and exhibits the necessary follow-through with clients and frontline staff. Actively seeks cross-sale opportunities to support clients' banking needs. Communicates directly with clients and/or Business Units to ensure accurate completion of requests and resolves issues by navigating the bank’s various departments on the client’s behalf. Collaborates with business partners, works with Legal, BSA, and other internal business partners to solve unique setup requests. Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; 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 the health or safety to themselves or others and will be expected to report potentially unsafe conditions. Performs other duties and projects as assigned. What You’ll Bring
Knowledgeable of consumer and business account types and document requirements. Knowledge of regulations. Strong organizational and time management skills as well as oral, written, and interpersonal skills. Ability to develop rapport with clients, peers, and partners. Ability to adapt well to change, work independently and in a group, understand and apply oral and/or written instructions, understand, remember, and communicate routine information, understand complex problems and be able to collaborate and explore alternative solutions. Ability to make decisions that have moderate impact on the immediate work unit. Ability to organize thoughts and ideas into understandable terminology. Must be able to organize and prioritize work schedule on a short-term and long-term basis. Ability to complete routine forms, letters, and/or conduct routine oral communication. Ability to make informal presentations. Must be fully vaccinated for COVID-19. Education, Experience, And/Or Licenses
High School diploma required. College degree preferred. A minimum of 1 year of client services experience required. 1-3 years of Banking or Financial Services experience required. Experience in complying with Know Your Customer/Customer Identification Programs. How We’ll Support You
Financial Security: You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting. Health & Well-Being: We offer 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: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off. Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, religious creed, disability, marital status, medical condition, genetic information, military and veteran status, national origin, race, sex, gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.
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Senior Client Banking Officer
role at
Banc of California 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. THE OPPORTUNITY Responsible for providing a full range of best-in-class professional servicing and fulfillment duties to both internal and external clients. Performs a variety of operational functions including, but not limited to, onboarding new deposit accounts and treasury products and services for both consumer and business clients with varying degrees of complexity. Handles incoming calls and emails regarding account inquiries from clients and business partners, and ensures daily transactions are processed accurately and efficiently. Consistently applies sound decision-making techniques pertaining to inquiries, approvals, and requests. How You’ll Make a Difference
Onboards Business and Consumer depository products and services. Completes Treasury Management (TM) set-up forms to enable TM products and services for business clients. Fulfills various types of deposit account maintenance and supersede requests. Gathers, completes, and validates for accuracy – CDD/KYC requirements and forms to support depository and TM services. Provides clients with detailed information about their depository and/or TM products and services. Responsible for transaction and wire requests up to prescribed authority limits. Processes, solves, and answers complex customer inquiries, transactions, or problems while using sound judgment and experience, based on precedent, example, reasonableness, or a combination of these. Works daily requests and performs account maintenance, reviews transactions, related documents, verifies work, processes, reconciles, approves routine and complex transactions, and obtains appropriate approvals. Responds to inquiries or refers inquiries to the appropriate department or person, and exhibits the necessary follow-through with clients and frontline staff. Actively seeks cross-sale opportunities to support clients' banking needs. Communicates directly with clients and/or Business Units to ensure accurate completion of requests and resolves issues by navigating the bank’s various departments on the client’s behalf. Collaborates with business partners, works with Legal, BSA, and other internal business partners to solve unique setup requests. Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; 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 the health or safety to themselves or others and will be expected to report potentially unsafe conditions. Performs other duties and projects as assigned. What You’ll Bring
Knowledgeable of consumer and business account types and document requirements. Knowledge of regulations. Strong organizational and time management skills as well as oral, written, and interpersonal skills. Ability to develop rapport with clients, peers, and partners. Ability to adapt well to change, work independently and in a group, understand and apply oral and/or written instructions, understand, remember, and communicate routine information, understand complex problems and be able to collaborate and explore alternative solutions. Ability to make decisions that have moderate impact on the immediate work unit. Ability to organize thoughts and ideas into understandable terminology. Must be able to organize and prioritize work schedule on a short-term and long-term basis. Ability to complete routine forms, letters, and/or conduct routine oral communication. Ability to make informal presentations. Must be fully vaccinated for COVID-19. Education, Experience, And/Or Licenses
High School diploma required. College degree preferred. A minimum of 1 year of client services experience required. 1-3 years of Banking or Financial Services experience required. Experience in complying with Know Your Customer/Customer Identification Programs. How We’ll Support You
Financial Security: You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting. Health & Well-Being: We offer 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: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off. Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, religious creed, disability, marital status, medical condition, genetic information, military and veteran status, national origin, race, sex, gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.
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