Financial Services Representative
2 weeks ago
Banc of California, Inc. is a bank holding company headquartered in Los Angeles with a focus on providing banking and treasury management services to small-, middle-market, and venture-backed businesses.
Job SummaryThe Financial Services Officer is responsible for opening new accounts, performing maintenance with accuracy, efficiency, and professionalism, meeting the high quality service delivery standards of the Bank, and training others in all aspects of new accounts.
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.
- 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.
- Input new accounts and submit complete package.
- Have a knowledge of and be a backup to other operational duties, including Teller and assisting the Assistant Branch Operations Manager and Branch Operations 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.
- Perform other duties as assigned.
- 3 years of experience in new accounts
- High School Diploma or equivalent
- Associate's degree or higher (preferred)
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