Client Banking Officer

Client Banking Officer (CBO) Community Banking Support

Responsible for providing a full range of best in class professional servicing and fulfillment duties to both internal and external clients. The role performs a variety of operational functions including, but not limited to, onboarding new deposit accounts and treasury products and services for both consumer and business clients with varying degrees of complexity. Handles incoming calls and emails regarding account inquiries from clients and business partners, and ensures daily transactions are processed accurately and efficiently. Consistently applies sound decision making techniques pertaining to inquiries, approvals and requests. 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.

Onboards business and consumer depository products and services that are routed through the community banking channel. Completes Treasury Management (TM) set-up forms to enable TM products and services for business clients. Fulfills various types of deposit account maintenance and supersede requests. Gathers, completes and validates for accuracy CDD/KYC requirements and forms to support depository and TM services. Provides clients with detailed information about their depository and/or TM products and services. Responsible for transaction and wire requests up to prescribed authority limits. Processes, solves, and answers customer inquiries, transactions, or problems while using sound judgment and experience, based on precedent, example, reasonableness or a combination of these. Works daily requests and performs account maintenance, reviews transactions, related documents, verifies work, processes, reconciles, approves routine and complex transactions, and obtains appropriate approvals (i.e. Wire Transfers, Exception Item Processing, Non-Post, Fraud Alerts, Research, Adjustments, Stop Payments, Debit Cards, Mobile Capture Limits, RDC, etc.). Responds to inquiries or refers inquiries to the appropriate department or person, and exhibits the necessary follow through with clients and frontline staff Follow all established policies and procedures. Perform other duties and projects as assigned.

Knowledgeable of consumer and business account types and document requirements. Knowledge of regulations. Strong organizational and time management skills. Strong oral, written and interpersonal communication skills. Ability to develop rapport with clients, peers and partners. Ability to adapt well to change, work independently and in a group, understand and apply oral and/or written instructions, understand and remember and communicate routine information, understand complex problems and to collaborate and explore alternative solutions. Ability to make decisions that have moderate impact on the immediate work unit. Be able to organize thoughts and ideas into understandable terminology. Organize and prioritize own work schedule on a short-term and long-term basis. Ability to complete routine forms, letters and/or conduct routine oral communication. Ability to make informal presentations. High School diploma required. College degree preferred. A minimum of 1 year of client services experience required. 1 year of Banking or Financial Services, business, or equivalent work experience required. Experience in complying with Know Your Customer/Customer Identification Programs.

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.