Financial Services Officer - San Luis Obispo

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, we provide 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, digital platforms, and nationwide capabilities. We also provide full-service payment processing solutions and serve the Community Association Management industry nationwide through our technology-forward platform, SmartStreet™. 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.

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. This role responds to the needs of both internal and external customers by maintaining a thorough knowledge of and introducing Bank services and products that may be of interest. Incumbents are typically experienced in New Accounts and can handle the full range of retail and commercial transactions while adhering to the Company’s policies, procedures, and all applicable U.S. state and federal laws and regulations.

Responsibilities

• Handle all facets of new accounts, including opening new accounts, superseding accounts, account maintenance, research projects, ordering checks, and notary services.
• Cross-sell Banc of California products and services through a thorough knowledge of services and customer needs.
• Assist with daily and monthly audits and certifications.
• Prepare documentation for new accounts under the Bank’s CIP/BSA and other policies.
• Maintain a high-level knowledge of legal documentation required for various entity types.
• Comprehend and handle complex new account deals and client requests with minimal supervision.
• Input new accounts on IBS and submit complete packages.
• Serve as a backup for other operational duties, including Teller and assisting the Branch Operations Manager and Branch Manager.
• Assist 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 cross-sell opportunities.
• Help train and onboard 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 in new accounts preferred.
• 2 years in Branch Banking Operations required.
• High School Diploma or equivalent required.
• Basic understanding of Treasury Management, including wire procedures and policies.
• Basic understanding of all key branch systems; end-user knowledge of Word and Excel.
• Detailed and accurate with the ability to organize and prioritize.
• Ability to match products with client needs.
• Responsive; establishes and maintains relationships internally and externally by understanding needs.
• Articulates confidently as the primary point of contact for client questions regarding new accounts or products.
• Listens carefully to expressed needs and communicates with other departments to find appropriate solutions.
• Takes initiative to learn and grow; stays current on all new products and escalates questions when needed.
• Actively problem-solves and follows up across multiple concurrent tasks.
• Accountable for handling an appropriate level of risk and making decisions aligned with role expectations.

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, as well as 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, an annual mentorship program, leadership development resources, and access to LinkedIn Learning.

Pay

The base salary ultimately 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.