Client Banking Officer

About the Company

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. As one of the nation’s premier relationship-based business banks, it provides banking and treasury management services to small, middle market, and venture-backed businesses. The bank offers a broad range of loan and deposit products through full-service branches, regional offices, digital platforms, and nationwide capabilities. It also provides full-service payment processing solutions and serves the Community Association Management industry through its SmartStreet™ platform. Banc of California is committed to supporting local communities via the Banc of California Charitable Foundation and partnerships that promote financial literacy, job training, small business support, and affordable housing.

At Banc of California, success is driven by a shared commitment to delivering meaningful results in an environment that encourages entrepreneurial thinking, accountability, and operational excellence. Team members are empowered to take ownership and make informed decisions.

About the Role

The Client Banking Officer (CBO) – Community Banking Support role is dedicated to supporting Community Banking Relationship Managers by performing a variety of operational functions. This includes onboarding new deposit accounts and treasury products for both consumer and business clients, handling account inquiries, and ensuring accurate and efficient processing of daily transactions. The role requires sound decision-making in accordance with company policies, procedures, and U.S. state and federal regulations.

Responsibilities

• Onboard Business and Consumer depository products and services routed through the Community Banking channel.
• Complete Treasury Management (TM) set-up forms to enable TM products and services for business clients.
• Fulfill various types of deposit account maintenance and supersede requests.
• Gather, complete, and validate Customer Due Diligence (CDD) and Know Your Customer (KYC) requirements and forms for depository and TM services.
• Provide clients with detailed information about their depository and/or TM products and services.
• Process transaction and wire requests up to prescribed authority limits.
• Resolve customer inquiries, transactions, or problems using sound judgment and experience.
• Process daily requests, perform account maintenance, review transactions, reconcile and approve routine and complex transactions, and obtain appropriate approvals (e.g., Wire Transfers, Exception Item Processing, Non-Post, Fraud Alerts, Research, Adjustments, Stop Payments, Debit Cards, Mobile Capture Limits, RDC).
• Respond to inquiries or refer them to the appropriate department or person, ensuring follow-through with clients and frontline staff.
• Adhere to all established policies and procedures.
• Perform other duties and projects as assigned.

Requirements

• Knowledge of consumer and business account types and document requirements.
• Familiarity with banking regulations.
• Strong organizational and time management skills.
• Excellent oral, written, and interpersonal communication skills.
• Ability to develop rapport with clients, peers, and partners.
• Adaptability to change, ability to work independently or in a group, and apply oral/written instructions.
• Ability to understand complex problems, collaborate, and explore alternative solutions.
• Decision-making skills with moderate impact on the immediate work unit.
• Ability to organize thoughts and ideas into clear terminology.
• Strong prioritization skills for short-term and long-term work schedules.
• Ability to complete routine forms, letters, and conduct routine oral communication.
• Capability to make informal presentations.

Qualifications

• High School diploma required; College degree preferred.
• Minimum of 1 year of client services experience.
• 1 year of Banking or Financial Services, business, or equivalent work experience.
• Experience complying with Know Your Customer (KYC) and Customer Identification Programs (CIP).

Benefits

• Financial Security: Eligibility to participate in the company’s 401k plan with a company match and immediate vesting.
• Health & Well-Being: Comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account (HSA) with employer contributions, and pre-tax Flexible Spending Account (FSA).
• Building & Supporting Your Family: Adoption, surrogacy, and fertility assistance; paid parental leave; and family support solutions including care options.
• Paid Time Away: Paid vacation days, holidays, and volunteer time off.
• Career Growth Opportunities: Tuition reimbursement, annual mentorship program, leadership development resources, and access to LinkedIn Learning.

Pay

The base salary offered is determined through a review of education, industry experience, training, knowledge, skills, and abilities of the applicant, aligned with market data and other factors.