Financial Services Officer - Los Angeles (Wilshire)

About the role

The Financial Services Officer is responsible for opening new accounts and performing maintenance with accuracy, efficiency and professionalism, meeting the high quality service delivery standards of the Bank. The role involves cross-selling Banc of California products and services through a thorough knowledge of services and customer needs.

Responsibilities

• Handle all facets of new accounts including opening new accounts, superseding accounts, account maintenance, research projects, ordering checks and notary services.
• Aid in 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.
• Be able to comprehend complicated new accounts deals and rely on to handle complex client requests on their own, with minimum supervision.
• Input new accounts on IBS and submit complete package.
• Have a knowledge of and be a backup to other operational duties including Teller and assisting the Branch Operations Manager and Branch Manager.
• Provide assistance with end of day closing, to include cash balancing (vault & ATM).
• Absorb and process daily Teller work.
• Maintain a high-level knowledge of treasury management products and the ability to identify when to cross-sell these products.
• Help with the training and onboarding of new team members.
• Participate and contribute to the branch’s overall goals.
• Follow all established policies and procedures.
• Perform other duties and projects as assigned.

Requirements

• 1 years in new accounts preferred
• 2 years 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; basic end-user knowledge of Word and Excel is required
• A detailed and accurate approach with ability to organize and prioritize is required
• The ability to match products with client needs is required
• A responsive nature; establishing and maintaining relationships internally and externally by understanding needs; may mentor others in the branch is required
• The ability to articulate with confidence as primary point of contact for any client questions especially regarding new accounts or new products; listens carefully to expressed needs; ability to communicate with other departments in order to find the appropriate solution; developing ability to use and understand business acumen is required
• The ability to take initiative to learn and grow; stays current on all new products with ability to answer questions or escalate appropriately when needed is required
• The ability to take appropriate action under guidance to actively problem solve and follow-up across multiple concurrent tasks is required
• The ability to handle appropriate level of risk and make decisions appropriate to level is required
• A High School diploma or equivalent is required

Qualifications

• Basic understanding of Treasury Management including wire procedures and policies is required
• A basic understanding of all key branch systems; basic end-user knowledge of Word and Excel is required
• A detailed and accurate approach with ability to organize and prioritize is required
• The ability to match products with client needs is required
• A responsive nature; establishing and maintaining relationships internally and externally by understanding needs; may mentor others in the branch is required
• The ability to articulate with confidence as primary point of contact for any client questions especially regarding new accounts or new products; listens carefully to expressed needs; ability to communicate with other departments in order to find the appropriate solution; developing ability to use and understand business acumen is required
• The ability to take initiative to learn and grow; stays current on all new products with ability to answer questions or escalate appropriately when needed is required
• The ability to take appropriate action under guidance to actively problem solve and follow-up across multiple concurrent tasks is required
• The ability to handle appropriate level of risk and make decisions appropriate to level is required

Skills

• Basic understanding of Treasury Management including wire procedures and policies
• Basic understanding of all key branch systems; basic end-user knowledge of Word and Excel
• Detailed and accurate approach with ability to organize and prioritize
• Ability to match products with client needs
• Responsive nature; establishing and maintaining relationships internally and externally by understanding needs; may mentor others in the branch
• Ability to articulate with confidence as primary point of contact for any client questions especially regarding new accounts or new products; listens carefully to expressed needs; ability to communicate with other departments in order to find the appropriate solution; developing ability to use and understand business acumen
• Ability to take initiative to learn and grow; stays current on all new products with ability to answer questions or escalate appropriately when needed
• Ability to take appropriate action under guidance to actively problem solve and follow-up across multiple concurrent tasks
• Ability to handle appropriate level of risk and make decisions appropriate to level

Benefits

• Financial Security: Eligible to participate in the company’s 401k plan which includes 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: Partnerships 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.

Pay

The base salary ultimately 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