Financial Services Officer - Irvine

About the role

The Financial Services Officer at Banc of California is responsible for opening new accounts, performing account maintenance, cross-selling bank products and services, and assisting with daily and monthly audits.

Responsibilities

• Handle all facets of new accounts including opening, superseding, and account maintenance.
• Research projects and order checks and notary services.
• 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.
• Comprehend and handle complex client requests independently.
• Input new accounts on IBS and submit complete packages.
• Provide assistance with end-of-day closing, including cash balancing (vault & ATM).
• Process and scan daily Teller work.
• Maintain a high-level knowledge of treasury management products and identify opportunities to cross-sell.
• Help with the training and onboarding of new team members.
• Contribute to the branch's overall goals.
• Follow all established policies and procedures.
• Perform other duties and projects as assigned.

Requirements

• 1 year of experience in new accounts preferred.
• 2 years of experience in Branch Banking Operations is required.
• A High School Diploma or equivalent is required.
• A basic understanding of Treasury Management including wire procedures and policies is required.
• A basic understanding of all key branch systems and basic end-user knowledge of Word and Excel is required.
• A detailed and accurate approach with the ability to organize and prioritize is required.
• An ability to match products with client needs and establish and maintain relationships internally and externally is required.
• An ability to articulate with confidence, respond to client questions, and communicate with other departments is required.
• An initiative to learn and grow, stay current on new products, and take appropriate action under guidance is required.
• An accountability for handling appropriate levels of risk and making decisions appropriate to the level is required.
• A High School diploma or equivalent is required.

Qualifications

• High School Diploma or equivalent is required.

Skills

• Customer Service
• Treasury Management
• Branch Operations
• Account Maintenance
• New Account Opening
• Financial Services

Benefits

• 401(k) Plan with Company Match
• Health Insurance
• Dental Insurance
• Vision Insurance
• AD&D Insurance
• Supplemental Life Insurance
• Long-Term Disability Insurance
• Pre-Tax Health Savings Account
• Pre-Tax Flexible Spending Account (FSA)
• Adoption, Surrogacy, and Fertility Assistance
• Paid Parental Leave
• Caregiving Support Solutions
• Volunteer Time Off
• Tuition Reimbursement
• Liaison Program
• Leadership Development Resources
• Access to LinkedIn Learning

Pay

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

Schedule

N/A