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, Banc of California 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 and services through a network of full-service branches, regional offices, and digital capabilities. It also provides full-service payment processing solutions and serves the Community Association Management industry nationwide through its SmartStreet™ platform.

Banc of California is committed to supporting local communities through the Banc of California Charitable Foundation and partnerships that promote financial literacy, job training, small business support, and affordable housing. The company fosters an environment where entrepreneurial thinking, accountability, and operational excellence are expected, empowering team members to take ownership and make a meaningful impact.

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, including onboarding new deposit accounts and treasury products and services for both consumer and business clients. This position handles incoming calls and emails regarding account inquiries, ensures accurate and efficient processing of daily transactions, and applies sound decision-making techniques to inquiries, approvals, and requests.

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 for accuracy CDD/KYC requirements and forms to support depository and TM services.
• Provide clients with detailed information about their depository and/or TM products and services.
• Handle transaction and wire requests up to prescribed authority limits.
• Process, solve, and answer customer inquiries, transactions, or problems using sound judgment and experience.
• Perform daily requests, account maintenance, transaction reviews, document verification, and routine and complex transaction processing (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, as well as U.S. state and federal laws and regulations.
• Perform other duties and projects as assigned.

Requirements

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

Qualifications

• High School diploma required; College degree preferred.
• 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 (KYC) and Customer Identification Programs (CIP).

Benefits

• Financial Security: Eligible 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 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, in alignment with market data and other factors.