Customer Service Representative

4 weeks ago


Fullerton, California, United States Banc of California Full time

About the Role

Banc of California is seeking a highly skilled and customer-focused Customer Relationship Officer to join our team. As a key member of our branch team, you will be responsible for providing exceptional service to our customers, building strong relationships, and driving business growth.

Key Responsibilities

  • Provide exceptional customer service, responding to customer inquiries and resolving issues in a timely and professional manner.
  • Build and maintain strong relationships with customers, identifying their financial needs and providing tailored solutions.
  • Conduct needs assessments, open new accounts, and service transactions in a friendly and professional manner.
  • Adapt to the needs of the branch, focusing on promotional activities and enhancing the customer experience.
  • Work collaboratively with the branch team to achieve sales and service goals.

Requirements

  • High school diploma or equivalent required; bachelor's degree preferred.
  • 3+ years of retail banking experience in a financial services industry.
  • 1 year experience explaining credit products and accepting/closing loan applications.
  • Intermediate math skills, including calculating interest and percentages.
  • Excellent knowledge of bank deposits, credit products, and services.
  • Relationship building, collaboration, and teamwork skills.
  • Ability to work accurately with close attention to detail and maintain confidentiality of sensitive information.

What We Offer

  • Competitive salary and benefits package.
  • Opportunities for career growth and professional development.
  • A dynamic and inclusive work environment.
  • Recognition and rewards for outstanding performance.

About Banc of California

Banc of California is a bank holding company headquartered in Los Angeles with a commitment to building strong relationships with our customers and communities. We offer a range of banking and treasury management services to small, middle-market, and venture-backed businesses.



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