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Financial Services Officer

1 month ago

Santa Monica, California, United States Banc of California Full time

Job Summary

The Financial Services Officer is a key role in Banc of California, responsible for providing exceptional customer service and support to internal and external customers. This includes opening new accounts, performing maintenance, and introducing Bank services and products that meet customer needs.

Key Responsibilities

  • Handle all facets of new accounts, including opening new accounts, superseding accounts, account maintenance, research projects, ordering checks and notary services.
  • Cross-sell Banc of California products and services through a thorough knowledge of services and customer needs.
  • Assist with daily and monthly audits and certifications, preparing 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 rely on 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.
  • Demonstrate knowledge of and adherence to EEO policy; show respect and sensitivity for cultural differences; educate others on the value of diversity; promote a working environment free of harassment of any type; build a diverse workforce and support affirmative action.
  • 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 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.
  • Perform other duties and projects as assigned.

Requirements

  • 1 year 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

Benefits

  • 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 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.

Equal Opportunity Employer

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.