Client Banking Officer (Temporary up to 90 days)

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. The bank 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, Banc of California offers a broad range of loan and deposit products and services through a network of full-service branches, regional offices, and digital and nationwide capabilities. The bank 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.

At Banc of California, success is powered by its people and a shared commitment to delivering meaningful results. The company fosters an environment where entrepreneurial thinking is encouraged, and accountability and operational excellence are expected. Team members are empowered to take ownership, make informed decisions, and drive impact as the bank continues to grow and evolve. Comprehensive benefits, robust development opportunities, and inclusive programs support employee growth and well-being.

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 and services for both consumer and business clients, handling account inquiries, and ensuring daily transactions are processed accurately and efficiently. The role requires sound decision-making in accordance with company policies, procedures, and U.S. state and federal laws and 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 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, including account maintenance, transaction reviews, document verification, and processing of routine and complex transactions (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.
• Follow all established policies and procedures.
• 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 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).

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.