Operations Specialist

Operations Specialist

BANC OF CALIFORNIA AND YOUR CAREER 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. 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 Operations Specialist provides operational support for Client Banking through the timely and accurate processing of account and transaction-related activities. This role performs a variety of operational support functions, including daily report review, customer account maintenance, exception item processing, quality control review, and operational servicing requests. The Operations Specialist partners closely with Branch Banking, Client Banking, Deposit Operations, and other internal teams to ensure operational accuracy, regulatory compliance, and exceptional client service while meeting established service level agreements and departmental deadlines. 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 Review and prioritize all deadline-driven emails and servicing requests to ensure timely completion of operational tasks. Process urgent account servicing activities, including chargebacks, account holds, account closures, and other time-sensitive requests. Review daily operational reports and prior-day's work for completeness, accuracy, and exception resolution. Monitor and process non-sufficient funds (NSF) items, non-post transactions, returned items, and negative account balances. Perform account and transaction maintenance, including account closures, fee reversals, hold maintenance, and transaction corrections. Process account maintenance requests, including address changes, contact information updates, stop payments, transfers, and account restrictions. Review, maintain, and update account restrictions to ensure compliance with internal policies and regulatory requirements. Complete document indexing tasks for shared folders, branch banking records, and operational documentation repositories. Perform quality control reviews to ensure accuracy, adherence to procedures, and compliance with established operational standards. Research, resolve, and escalate exception items and non-routine operational issues as appropriate. Respond to internal inquiries and provide operational support to Client Banking, Private Banking, and other departments. Maintain a thorough understanding of bank policies, procedures, and applicable regulatory requirements. Participate in departmental projects, cross-training initiatives, and process improvement efforts. Follow all established policies and procedures. Perform other duties and projects as assigned.

WHAT YOU'LL BRING Associate or Bachelor's degree in Business, Finance, Accounting, or a related field preferred Minimum of two (2) years of banking, deposit operations, branch operations, client servicing, or related financial services experience required. Experience with account maintenance, transaction processing, and customer servicing functions preferred. Previous experience working in a deadline-driven operational environment preferred. Basic knowledge of banking operations & regulations, deposit accounts, and transaction processing. Working knowledge of account maintenance procedures, stop payments, holds, account restrictions, and servicing requests. Strong organizational skills with the ability to prioritize multiple tasks in a high-volume environment. Excellent attention to detail and accuracy. Strong verbal and written communication skills. Ability to analyze reports, identify discrepancies, and resolve operational issues. Proficiency in Microsoft Office applications, including Outlook, Excel, and Word. Ability to work independently while collaborating effectively with cross-functional teams. Understanding of regulatory compliance requirements related to deposit operations and customer accounts. Ability to maintain confidentiality and exercise sound judgment in handling sensitive customer and bank information. 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.