Senior Financial Services Officer

Senior Financial Services Officer

Banc of California, Inc. is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California. Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through BancEdge. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values – Entrepreneurialism, Operational Excellence, and Superior Analytics – empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more.

The Senior Financial Services Officer is responsible for opening new accounts and performing maintenance with accuracy, efficiency and professionalism, meeting the high quality service delivery standards of the Bank. The Senior Financial Services Officer is responsive to the needs of both internal and external customers by maintaining a thorough knowledge of and introducing Bank services and products that may be of interest to them. Incumbents in this position are typically highly experienced in New Accounts who can handle the full range of retail and commercial transactions.

The Senior Financial Services Officer will make a difference by:

• Handling all facets of new accounts including opening new accounts, superseding accounts, account maintenance, research projects, ordering checks and notary services.
• Cross-selling Banc of California products and services through a thorough knowledge of services and customer needs.
• Assisting with daily and monthly audits and certifications. Preparing documentation for new accounts under the Bank's CIP/BSA and other Bank policies.
• Maintaining a high-level knowledge of legal documentation required for various entity types.
• Being able to comprehend complicated new accounts deals and relied upon in satisfactorily handle complex client requests on their own, with minimum supervision.
• Inputting new accounts on IBS and submitting complete package.
• Having a knowledge of and be a backup to other operational duties including Teller and assisting the Branch Operations Manager and Branch Manager.
• Providing assistance with end of day closing, to include cash balancing (vault & ATM).
• Assisting with processing and scanning of daily Teller work.
• Maintaining a high-level knowledge of treasury management products and the ability to identify when to cross sell these products.
• Helping with the training and onboarding of new team members.
• Participating and contributing to the branch's overall goals.
• Treating people with respect; keeping commitments; inspiring the trust of others; working ethically and with integrity; upholding organizational values; accepting responsibility for own actions.
• Demonstrating knowledge of and adherence to EEO policy; showing respect and sensitivity for cultural differences; promoting working environment free of harassment of any type.
• Following policies and procedures; completing tasks correctly and on time; supporting the company's goals and values.
• Performing the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions.

The Senior Financial Services Officer will bring:

• 2 years in new accounts required.
• 4 years in Branch Banking Operations is required.
• Solid understanding of Treasury Management including wire procedures and policies is required.
• Solid understanding of all key branch systems; basic end-user knowledge of Word and Excel is required.
• Detailed and accurate with ability to organize and prioritize is required.
• Ability to take on some operational responsibility.
• Relied on for ability to ask questions and listen to client cues, assess needs, and match products with client needs is required.
• Responsive; establishes and maintains relationships internally and externally by understanding needs; may mentor others in the branch is required.
• Polished communication style; can articulate credibly, with confidence and influence as primary point of contact for any client questions especially regarding new accounts or new products; listens carefully to expressed needs; ability to communicate with other departments in order to find the appropriate solution; developing ability to use and understand business acumen is required.
• Takes initiative to learn and grow; stays current on all new products with ability to answer questions and act with minimum information is required.
• Knows what action to take and able to problem solve with minimal direction and is effective across multiple concurrent tasks is required.
• Accountable for handling appropriate level of risk and making decisions appropriate to level is required.
• 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.

Salary Range: The full-time base salary range for this position is $44,500.00 - $55,750.00 USD a year. 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. Equal Opportunity Employer