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Financial Services Officer - Manhattan Beach

Banc of California

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. It offers a broad range of loan and deposit products and services to small and middle‑market businesses, with full‑service branches, regional offices and digital capabilities. The company also provides payment processing solutions and serves the Community Association Management industry through its technology platform SmartStreet. 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, accountability and operational excellence are expected, and where employees are empowered to take ownership, make informed decisions and have a meaningful impact as the bank grows and evolves.

THE OPPORTUNITY

The 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 role requires a thorough knowledge of Bank services and products, and the ability to introduce them to internal and external customers. The incumbent is typically experienced in New Accounts and can handle the full range of retail and commercial transactions. How You’ll Make a Difference 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 policies. Maintain a high‑level knowledge of legal documentation required for various entity types. Comprehend complicated new account deals and handle complex client requests on the own with minimum supervision. Input new accounts on IBS and submit complete packages. Serve as a backup for other operational duties including Teller work and assistance to the Branch Operations Manager and Branch Manager. Assist with end‑of‑day closing, including cash balancing (vault & ATM). Assist with processing and scanning of daily Teller work. Maintain knowledge of treasury management products and identify opportunities to cross‑sell. Help train and onboard new team members. Participate and contribute to the branch’s overall goals. Follow established policies and procedures. Perform other duties and projects as assigned. What You’ll Bring
  1. year in new accounts preferred.
  2. years in Branch Banking Operations required.
High School Diploma or equivalent required. Basic understanding of Treasury Management, including wire procedures and policies, required. Basic understanding of key branch systems and end‑user knowledge of Word and Excel required. Detail‑oriented and able to organize and prioritize tasks. Ability to match products with client needs. Responsive, establishes and maintains relationships internally and externally and may mentor others. Excellent communication skills and ability to articulate with confidence as primary point of contact for clients regarding new accounts or new products. Takes initiative to learn and grow; stays current on all new products and can answer questions or elevate appropriately. Proactive problem‑solving and follow‑up across multiple concurrent tasks. Accountable for handling appropriate level of risk and making decisions appropriate to the level. How We’ll Support You Financial Security: Eligibility for the company’s 401(k) plan with company match and immediate vesting. Health & Well‑Being: Comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long‑term disability, HSA with employer contributions, and FSA. Family Support: Partnerships with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions. Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off. Career Growth Opportunities: Tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.

SALARY RANGE

The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, and 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 race, religion, color, sex, sexual orientation, gender identity, national origin, age, marital status, military status, disability, or other protected categories. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition. #J-18808-Ljbffr Banc of California

Vacancy posted 3 days ago
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