Senior Financial Services Officer - La Jolla

Description Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly‑owned banking subsidiary, Banc of California (the bank). 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 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 and can handle the full range of retail and commercial transactions. 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 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 Bank policies. Maintain a high‑level knowledge of legal documentation required for various entity types. Be able to comprehend complicated new accounts deals and rely upon to satisfactorily handle complex client requests on their own, with minimum supervision. Input new accounts on IBS and submit complete package. Have knowledge of and be a backup to other operational duties including teller and assisting the Branch Operations Manager and Branch Manager. Provide assistance with end‑of‑day closing, to include cash balancing (vault & ATM). Assist with processing and scanning of daily teller work. Maintain a high‑level knowledge of treasury management products and the ability to identify when to cross‑sell these products. Help with the training and onboarding of new team members. Participate and contribute to the branch’s overall goals. Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions. Demonstrate knowledge of and adherence to EEO policy; show respect and sensitivity for cultural differences; educate others on the value of diversity; promote a working environment free of harassment of any type; build a diverse workforce and support affirmative action. Follow policies and procedures; complete tasks correctly and on time; support the company’s goals and values. Perform the position safely, without endangering the health or safety of 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. Perform other duties and projects as assigned. WHAT YOU'LL BRING 2 years in new accounts required. 4 years in Branch Banking Operations required. High School Diploma or equivalent required. Solid understanding of Treasury Management including wire procedures and policies required. Solid understanding of all key branch systems; basic end‑user knowledge of Word and Excel required. Detailed and accurate with ability to organize and prioritise required. Ability to take on some operational responsibility. Relies on ability to ask questions and listen to client cues, assess needs, and match products with client needs required. Responsive; establishes and maintains relationships internally and externally by understanding needs; may mentor others in the branch 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 required. Takes initiative to learn and grow; stays current on all new products with ability to answer questions and act with minimum information required. Keeps action decisions and problem‑solves with minimal direction and is effective across multiple concurrent tasks required. Accountable for handling appropriate level of risk and making decisions appropriate to the level 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. BASE SALARY 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, and abilities of the applicant in alignment with market data and other factors. EEO STATEMENTS 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, ancestry, color, religious creed, disability, gender, sexual orientation, or any other characteristic protected by federal, state or local laws. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr