Senior Financial Services Officer - Santa Maria

BANC OF CALIFORNIA AND YOUR CAREER

Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent company of Banc of California. Banc of California is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities. The bank also provides full-service payment processing solutions to its clients and serves the Community Association Management industry nationwide through its technology forward platform, SmartStreet™. Banc of California is committed to supporting its local communities through the Banc of California Charitable Foundation and by partnering with organizations that promote financial literacy, job training, small business support, affordable housing, and more.

At Banc of California, our success is powered by our people and a shared commitment to delivering meaningful results. We foster an environment where entrepreneurial thinking is encouraged, and accountability and operational excellence are expected. Our team members are empowered to take ownership, make informed decisions, and make a meaningful impact as the bank continues to grow and evolve. We are dedicated to supporting your growth and wellbeing through comprehensive benefits, robust development opportunities, and inclusive programs that enable you to perform at your best. Together we win!

THE OPPORTUNITY

The Senior Financial Services Officer is responsible for opening new accounts and performing account maintenance with accuracy, efficiency, and professionalism while meeting the Bank’s high-quality service delivery standards. This role responds to the needs of internal and external customers by maintaining thorough knowledge of and introducing Bank products and services that may be of interest to them. Incumbents are typically highly experienced in new accounts and able to handle the full range of retail and commercial transactions. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates.

HOW YOU’LL MAKE A DIFFERENCE

• Handle all facets of new accounts, including opening and superseding accounts, performing account maintenance and research projects, ordering checks, and providing notary services.


• Cross-sell Banc of California products and services through a thorough understanding of available services and customer needs.


• Assist with daily and monthly audits and certifications.


• Prepare new account documentation in accordance with the Bank’s Customer Identification Program (CIP), Bank Secrecy Act (BSA), and other Bank policies.


• Maintain a high level of knowledge of the legal documentation required for various entity types.


• Comprehend complicated new account transactions and independently handle complex client requests with minimal supervision.


• Input new accounts into IBS and submit complete packages.


• Maintain knowledge of and serve as a backup for other operational duties, including Teller responsibilities and assisting the Branch Operations Manager and Branch Manager.


• Assist with end-of-day closing activities, including vault and ATM cash balancing.


• Assist with processing and scanning daily Teller work.


• Maintain a high level of knowledge of Treasury Management products and identify opportunities to cross-sell these products.


• Assist with training and onboarding new team members.


• Participate in and contribute to the branch’s overall goals.


• Perform other duties and projects as assigned.

WHAT YOU’LL BRING

• 2 years of new accounts experience required.


• 4 years of Branch Banking Operations experience required.


• Solid understanding of Treasury Management, including wire procedures and policies, required.


• Solid understanding of all key branch systems and basic end-user knowledge of Microsoft Word and Excel required.


• Detail-oriented and accurate, with the ability to organize and prioritize.


• Ability to take on operational responsibilities.


• Ability to ask questions, listen to client cues, assess needs, and match products with client needs.


• Responsive and able to establish and maintain internal and external relationships by understanding needs.


• Ability to mentor others in the branch.


• Polished communication style with the ability to communicate credibly, confidently, and influentially as the primary point of contact for client questions, particularly those regarding new accounts or products.


• Ability to listen carefully to expressed needs and communicate with other departments to identify appropriate solutions.


• Developing ability to use and understand business acumen.


• Ability to take initiative to learn and grow, remain current on new products, answer questions, and act with minimal information.


• Ability to identify appropriate actions, solve problems with minimal direction, and effectively manage multiple concurrent tasks.


• Ability to handle the appropriate level of risk and make decisions appropriate to the position.


• High school diploma or equivalent required.

HOW WE’LL SUPPORT YOU

• Financial Security: You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting.


• 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.

The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.

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 their actual or perceived race (including traits associated with race, such as hair texture, hair type or protective hairstyles), religion or religious creed (including religious dress and grooming practices), color, sex (including pregnancy, childbirth, breastfeeding and related medical conditions), sexual orientation, gender, gender identity, gender expression, gender transitioning, citizenship status, national origin, ancestry, age, marital status, military or veteran status, medical condition, genetic information, or disability (mental or physical), requests for accommodation and any additional protected categories set forth in applicable federal, state or local laws. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.