Financial Services Manager - San Luis Obispo

Financial Services Manager Opportunity

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 its subsidiary, Deepstack Technologies. 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 Opportunity

The Financial Services Manager is an exempt position and will manage all facets of the new accounts area, including the Financial Services Officers, in a branch that exceeds $250 million in deposits or houses multiple relationship managers. 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 the new accounts area including opening new accounts, superseding accounts, ordering checks, cross selling various Bank services.
• Sensitive and responsive to the needs and priorities of both internal and external customers; identifies and takes appropriate action based on customer needs; establishes effective working relationship between the department, officers and customers.
• Ensure that appropriate suggestions are made based on each customer's or potential customer's needs about services/products that may be of interest to them.
• Cross-selling various products and services.
• Ensure that the new accounts area delivers results with the highest quality and meets all audit expectations.
• Prepare all documents based under the Bank's CIP/BSA and other Bank policies.
• Be able to accompany Manager or Officers to customer calls.
• Participate and contribute to the branch's overall goals.
• Ensure that new accounts callbacks are completed accurately and timely within the Bank's guidelines.
• Ensure that the new accounts pending documentation tickler reports are reviewed regularly, working with customers and/or officers to obtain missing documents within the Bank's assigned timelines.
• Involved with interviewing and hiring decisions.
• Prepare and deliver employee performance evaluations, goal planning, and counselings.
• Manage, support, coach and train staff.
• Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions.
• Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
• Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values.
• Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct.
• Performs other duties and projects as assigned.

What You'll Bring

5 years of new accounts and 7 years banking, including demonstrated supervisory or mentorship background is required. High School Diploma or equivalent is required. Associate's degree or higher is preferred. Extensive Treasury Management product knowledge and including full command of bank services, products, and internal systems is required. Mastery of all key branch systems; basic end-user knowledge of Word and Excel is required. Draws on broad experience to effectively handle multiple functions at the same time is required. Displays depth of regulatory requirements and risk controls; ability to manage increased complexity of staff or client relationship management, depending on branch size; review and be knowledgeable of departmental and human resource's policies & procedures is required. Ability to supervise, coach, motivate, and develop staff across varying levels; skills to interview and select, train, set goals for, and improve performance of team members; ability to lead team meetings is required. Excels in ability to look for growth opportunities to proactively suggest new products to existing clients in a solution driven way based on relationships, with ability to potentially highly complex client needs is required. Responsive; establishes and maintains relationships internally and externally by understanding needs; regularly leads, mentors and trains team members for success is required. Exceptional in engaging others with credibility and articulating confidence in style; listens to hear expressed and unexpressed needs and translate that to action; exceptional verbal and written communication skills is required. Actively seeking new challenges and opportunities to expand skill-set; influences team understanding of and successful acceptance of change is required. Drives results and high quality work of self and others; solves problems proactively; able to effectively manage risk, time and priorities using sound judgement and critical thinking is required. Manages their own risk as well as guiding the risk assessment and management of the broader branch; ability to recognize and develop a strategic plan to address risk and growth including reviewing work of others, developing a training plan and updates to staff about risk; thorough knowledge of risk management, compliance controls, and loss prevention is required. Coaches team to high levels of performance, sets team goals, and assists team in reaching career goals; recognize and address performance concerns of direct reports is required. Ability to look for and contribute to growth opportunities for the branch is 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 $68,640.00 - $74,000.00 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 age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor. Equal Opportunity Employer PacWest Bancorp and its affiliates are fully committed to the principles of equal opportunity and diversity. We take pride in building a workplace culture where all employees feel supported and respected, and have equal access to career and development opportunities without regard to race, religion/creed, color, national origin, age, marital status, ancestry, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), gender identity/expression, sexual orientation, veteran status, physical or mental disability, medical condition, military status, genetic information, or any other characteristic protected by federal, state or local laws.