Financial Services Representative
3 hours ago
The Financial Services Officer is a key member of our team, responsible for delivering exceptional customer service and ensuring the smooth operation of our banking services. This role requires a high level of accuracy, efficiency, and professionalism, with a strong focus on meeting the high-quality service delivery standards of Banc of California.
Key Responsibilities- Open new accounts, perform maintenance, and research projects with accuracy and efficiency.
- Cross-sell Banc of California products and services by introducing customers to relevant offerings.
- Assist with daily and monthly audits, certifications, and documentation preparation.
- Maintain a thorough knowledge of legal documentation required for various entity types.
- Provide backup support for other operational duties, including Teller and Branch Operations Manager responsibilities.
- Contribute to the training and onboarding of new team members.
- Participate in and contribute to the branch's overall goals.
- 3 years of experience in new accounts.
- High School Diploma or equivalent.
- Preferred: Associates degree or higher.
Banc of California is an equal opportunity employer committed to creating a diverse workforce. We offer a competitive salary range of $49,500.00-$67,000.00 USD, with final salary determined by education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with geographic/market data.
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Financial Services Representative
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Member Service Representative
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