Financial Service Representative
17 hours ago
Supporting Your Growth
Banc of California invests in our employees' growth and well-being. We offer a comprehensive benefits package, including:
- 100% 401(k) match up to 4% of contributions
- Comprehensive insurance options, including medical, dental, vision, AD&D, supplemental life, long-term disability, and pre-tax Health Savings Account
- Paid vacation days, holidays, and volunteer time off
- Tuition reimbursement, mentorship program, leadership development resources, and access to LinkedIn Learning
About the Role
This position supports our Client Services Staff, Venture bankers, and clients in deposit, loan, and treasury management operations. Responsibilities include preparing documents for new accounts, tracking account opening, documentation, service implementation, and fee collection, as well as processing monetary transactions and maintaining customer document files.
Key Skills and Qualifications
- Strong computer skills including MS Word and Excel
- Bank data processing mainframe experience
- Creative problem-solving and organizational skills
- Ability to work independently and collaboratively in a team environment
- Excellent communication and interpersonal skills
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