Financial Services Officer

1 week ago

Manhattan Beach, United States Banc of California Full time
BANC OF CALIFORNIA AND YOUR CAREER

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

The Financial Services Officer is responsible for opening new accounts and performing maintenance with accuracy, efficiency and professionalism, meeting the high quality service delivery standards of the Bank. The Senior Financial Services Officer is responsive to the needs of both internal and external customers by maintaining a thorough knowledge of and introducing Bank services and products that may be of interest to them. Incumbents in this position are typically more experienced in New Accounts who can 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 new accounts, superseding accounts, account maintenance, research projects, ordering checks and notary services.
  • Cross-selling Banc of California products and services through a thorough knowledge of services and customer needs.
  • Assist with daily and monthly audits and certifications. Prepare documentation for new accounts under the Bank's CIP/BSA and other Bank policies.
  • Maintain a high-level knowledge of legal documentation required for various entity types.
  • Be able to comprehend complicated new accounts deals and relied upon in satisfactorily handle complex client requests on their own, with minimum supervision.
  • Input new accounts on ITI and submit complete package.
  • Have a knowledge of and be a backup to other operational duties including Teller and assisting the Branch Operations Manager and Branch Manager.
  • Provide assistance with end of day closing, to include cash balancing (vault & ATM).
  • Assist with processing and scanning of daily Teller work.
  • Maintain a high-level knowledge of treasury management products and the ability to identify when to cross sell these products.
  • Help with the training and onboarding of new team members.
  • Participate and contribute to the branch's overall goals.
  • 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. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct.
  • Performs other duties and projects as assigned.
WHAT YOU'LL BRING
  • 1 years in new accounts preferred
  • 2 years in Branch Banking Operations.
  • High School Diploma or equivalent is required
  • Solid 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 is required
  • Ability to take on some operational responsibility; fluency in Spanish is beneficial dependent on branch location but not required
  • Relied on for ability to ask questions and listen to client cues, assess needs, and match products with client needs is required
  • Responsive; establishes and maintains relationships internally and externally by understanding needs; may mentor others in the branch is required
  • Polished communication style; can articulate credibly, with confidence and influence as primary point of contact for any client questions especially regarding new accounts or new products; listens carefully to expressed needs; ability to communicate with other departments in order to find the appropriate solution; developing ability to use and understand business acumen is required
  • Takes initiative to learn and grow; stays current on all new products with ability to answer questions and act with minimum information is required
  • Knows what action to take and able to problem solve with minimal direction and is effective across multiple concurrent tasks is required
  • Accountable for handling appropriate level of risk and making decisions appropriate to level is required
HOW WE'LL SUPPORT YOU
  • Financial Security: You will be eligible to participate in a 401k plan in which the Bank will match 100% of the first 4% of your contributions, which is immediately vested.
  • 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 offeradoption, 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.


SALARY RANGE

The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.

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 (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.

  • Chief Financial Officer- KS

    4 weeks ago

    Manhattan, United States American Consultants Full time

    Chief Financial Officer- KSHit Apply below to send your application for consideration Ensure that your CV is up to date, and that you have read the job specs first.American Consultants is looking for the Chief Financial Officer for a critical access hospital 45 minutes north of Manhattan, KSA growing and financially stable critical access hospital, located...

  • Chief Financial Officer- KS

    3 weeks ago

    Manhattan, United States American Consultants Full time

    Chief Financial Officer- KSHit Apply below to send your application for consideration Ensure that your CV is up to date, and that you have read the job specs first.American Consultants is looking for the Chief Financial Officer for a critical access hospital 45 minutes north of Manhattan, KSA growing and financially stable critical access hospital, located...

  • Chief Financial Officer

    1 week ago

    Pompano Beach, United States Leading B2B Services Company Full time

    Harvest CFO Executive Search has been retained to deliver a highly skilled Chief Financial Officer (CFO) for a leading B2B professional services organization that specializes in providing highly niche services for familiar brands of Fortune 500 corporations as well SMBs (small and medium-sized businesses). Approaching approximately $100MM in annual revenues...

  • FINANCIAL SERVICES OFFICER

    3 days ago

    Long Beach, United States City of Long Beach, CA Full time

    Salary: $116,151.59 - $161,601.21 Annually Location : City of Long Beach, CA Job Type: Unclassified - Full-Time, Permanent Job Number: CD25-031 Department: Community Development - (UC) Opening Date: 01/23/2025 Closing Date: 2/23/2025 11:59 PM Pacific DESCRIPTION Appointment to this position is expected to be at or below the midpoint $138,876.40 of the salary...

  • FINANCIAL SERVICES OFFICER

    3 days ago

    Long Beach, United States City of Long Beach Full time

    FINANCIAL SERVICES OFFICER Print (https://www.governmentjobs.com/careers/longbeach/jobs/newprint/4685718) Apply ? FINANCIAL SERVICES OFFICER Salary $115,001.57 - $160,000.37 Annually Location City of Long Beach, CA Job Type Unclassified - Full-Time, Permanent Job Number FD25-003 Department Fire - (UC) Opening Date 10/11/2024 Closing Date 11/10/2024 11:59 PM...

  • FINANCIAL SERVICES OFFICER

    3 weeks ago

    Long Beach, CA, United States City of Long Beach Full time

    FINANCIAL SERVICES OFFICER Print ( Apply ? FINANCIAL SERVICES OFFICER Salary $115,001.57 - $160,000.37 Annually Location City of Long Beach, CA Job Type Unclassified - Full-Time, Permanent Job Number FD25-003 Department Fire - (UC) Opening Date 10/11/2024 Closing Date 11/10/2024 11:59 PM Pacific + Description + Benefits + Questions DESCRIPTION T...

  • Financial Services Associate

    2 days ago

    West Palm Beach, Florida, United States PNC Financial Services Group, Inc. Full time

    Company OverviewPNC Financial Services Group, Inc. is a leading financial institution dedicated to delivering exceptional customer experiences and fostering an inclusive workplace culture. Our people are our greatest differentiator and competitive advantage in the markets we serve.">Job DescriptionWe are seeking a highly motivated Part Time Teller to join...

  • Tax Director, Family Office Services

    3 weeks ago

    Manhattan, United States KNM Resources Full time

    Overview Newly created Tax opportunity based in Midtown Manhattan with a Multi-Family Office / Private Investment Management firm. The Tax Director, Family Office Services professional will report to the CFO and handle Tax, Financial and Operational requirements. 8+ years of tax experience required, with family office experience or exposure preferred. For...

  • Career Opportunities in Financial Services

    5 days ago

    Manhattan Beach, California, United States Northwestern Mutual Full time

    **Company Overview:**Northwestern Mutual is a leader in the financial services industry, committed to helping individuals achieve financial security and success. Our company culture values diversity, respect, and inclusion, creating a welcoming environment for advisors from various backgrounds.

  • Member Service Representative I

    13 hours ago

    Manhattan, United States Farm Bureau Financial Services Full time

    Member Service Representative I Are you looking to start your career at a place that cares about its employees and invests in you through continued training and education? Do you thrive on teamwork and want to experience professional satisfaction and growth at an insurance organization that's focused on Protecting Livelihoods and Future? Are you passionate...

  • Financial Services Professional

    3 days ago

    Palm Beach Gardens, Florida, United States Edward Jones Full time

    Job Title: Financial Services Professional - Branch Office SupportDescription:At Edward Jones, the Branch Office Administrator plays a vital role in helping clients achieve their long-term financial goals. As a valued member of the client team, they work closely with Financial Advisors to deliver exceptional personalized service and ensure clients feel...

  • Chief Financial Officer

    2 weeks ago

    Manhattan, United States allwhere Full time

    About AllwhereAllwhere simplifies and streamlines employee equipment management, enabling companies to efficiently handle device refreshes, retrieval, and onboarding at scale. We are rapidly growing and seeking a strategic, execution-focused CFO to fuel our next phase of expansion. The OpportunityWe are looking for a proven financial leader with experience...

  • Chief Financial Officer

    5 days ago

    Manhattan, United States allwhere Full time

    About AllwhereAllwhere simplifies and streamlines employee equipment management, enabling companies to efficiently handle device refreshes, retrieval, and onboarding at scale. We are rapidly growing and seeking a strategic, execution-focused CFO to fuel our next phase of expansion. The OpportunityWe are looking for a proven financial leader with experience...

  • Member Service Representative I

    11 hours ago

    Manhattan, United States Farm Bureau Financial Services Full time

    Member Service Representative I Are you looking to start your career at a place that cares about its employees and invests in you through continued training and education? Do you thrive on teamwork and want to experience professional satisfaction and growth at an insurance organization that's focused on Protecting Livelihoods and Future? Are you passionate...

  • Financial Services Director

    5 days ago

    Newport Beach, California, United States BMO Financial Group Full time

    About the Role:We are seeking an experienced professional to lead our advisory services team. As a Financial Services Director, you will be responsible for developing and executing business development strategies to attract and retain a portfolio of client relationships.Client acquisition and retention is a key focus area, requiring strong sales and...

  • Claims Service Representative

    3 weeks ago

    Manhattan, United States FBL Financial Full time

    Claims Service Representative Do you thrive in a work environment where you must multi-task and have strong organization skills? Are you a go-getter with high initiative and a positive attitude? Do you have strong customer service mindset and time management skills? If so, this Claims Service Representative opportunity could be a great fit for you! Who We...

  • Financial Services Representative

    13 hours ago

    Myrtle Beach, South Carolina, United States Alchemy Financial Group Full time

    About the PositionAlchemy Financial is seeking a competitive professional to fill the role of an Insurance Agent. In this position, you will be responsible for selling policies to clients, handling claims, and managing policy renewals.The ideal candidate will possess strong communication and negotiation skills, as well as excellent customer service...

  • Chief Financial Officer

    6 days ago

    Fort Walton Beach, United States HCA Florida Fort Walton-Destin Hospital Full time

    Description This position is incentive eligible. Introduction Executives thrive with us! HCA Healthcare is one of the nations leading providers of healthcare services, comprising of over 180 hospitals and about 2,000 sites of care in 21 states and the United Kingdom. We are looking for a Chief Financial Officer for our HCA Florida Fort Walton-Destin...

  • Financial Services Professional

    3 weeks ago

    Manhattan, KS, United States Bankers Life Full time

    Financial Services Professional - Hybrid Experience Location: Manhattan, KS, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives....

  • Mortgage Loan Officer

    2 weeks ago

    Virginia Beach, United States PNC Financial Services Group Full time

    Job DescriptionPosition OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute...