Client Care Specialist
Banc of California
Banc Of California Career Opportunity
Banc of California, Inc. 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.
The Opportunity: Performs a variety of bank-related functions while providing an exceptional service experience to clients. 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: Answer incoming calls from clients and branches regarding checking and savings accounts, debit cards, certificates of deposit, and loans. Serve as the point of contact for account maintenance needs for existing and new clients. Troubleshoot and resolve client inquiries regarding online banking websites and mobile applications, including maintenance and password support. This may include third-party support for HOA, digital wallet, and other client-facing platforms. When aligned to support clients, troubleshoot and resolve a wide range of complex inquiries regarding account activity. Research and resolve client inquiries in a timely manner or route them to the appropriate parties for support and resolution. Complete service request forms when applicable. Perform maintenance and provide support to the Bank's consumer and commercial clients for debit card products. Process requests for maintenance and modifications to existing card products and services. Ensure the implementation and delivery of card services are completed within agreed-upon timeframes and in accordance with policies, procedures, and regulatory requirements. Follow all established policies and procedures. Perform other duties and projects as assigned.
What You'll Bring: Intermediate knowledge of Electronic Check Clearing House Organization and National Automated Clearing House Association rules. Intermediate proficiency with computer terminals, personal computers, and Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook. Intermediate typing skills sufficient to meet the production needs of the position. Intermediate math skills, including calculating interest and percentages; balancing accounts; adding, subtracting, multiplying, and dividing whole numbers, common fractions, and decimals; locating routine mathematical errors; and computing rates, ratios, and percentages, including drafting and interpreting bar graphs. Effective organizational and time management skills. Oral, written, and interpersonal communication skills, with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and communicate clearly with clients and employees. Ability to hear and speak effectively when communicating with individuals by telephone. Ability to work with general supervision while performing duties. Ability to work in a collaborative, team-oriented environment. Demonstrated passion for client service. Prior client service experience preferred. Prior banking or financial services industry experience preferred. 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.
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