Private Client Services 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, it 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 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 of entrepreneurial thinking, accountability, and operational excellence, empowering team members to make informed decisions and meaningful impacts.

About the Role

The Private Client Services Officer is responsible for managing affluent consumer and business client relationships, delivering an exceptional end-to-end client experience that supports relationship deepening and retention. This role reports to the Private Client Services Manager and partners closely with Private Banking Relationship Managers and clients to provide best-in-class service, fulfillment, and coordination with internal business partners.

The position performs operational and client service functions, including onboarding new deposit accounts and serving as a subject matter expert in treasury management products for clients with varying levels of complexity. The role handles client inquiries via phone and email, resolves account-related issues, and ensures transactions are processed accurately and efficiently.

Responsibilities

• Supports all facets of the New Accounts function, including opening new accounts, account maintenance, supersedes, ordering checks, and servicing affluent consumer and business client relationships.
• Delivers a high-touch client experience by responding to client requests, identifying service needs, and providing timely and accurate solutions to enhance satisfaction and retention.
• Builds and maintains effective working relationships with clients, Private Banking Relationship Managers, internal business partners, and frontline staff to ensure seamless service delivery and issue resolution.
• Prepares Treasury Management setup documentation and supports the implementation, servicing, and troubleshooting of Treasury Management products and services.
• Serves as a knowledgeable resource regarding deposit products, account servicing procedures, and Treasury Management solutions.
• Ensures all account opening and servicing activities comply with audit, regulatory, and internal policy requirements.
• Maintains a strong understanding of Customer Identification Program (CIP), Know Your Customer (KYC), Beneficial Ownership, BSA/AML, OFAC, and related regulatory requirements.
• Prepares, reviews, and maintains account documentation in accordance with Bank and regulatory standards.
• Processes transactions and wire transfer requests within assigned authority limits while maintaining strong risk controls.
• Performs daily operational and account servicing activities, including account maintenance, transaction review, reconciliation, exception processing, fraud monitoring, research requests, stop payments, debit card maintenance, mobile deposit administration, and Remote Deposit Capture (RDC) support.
• Researches and resolves routine client inquiries, account discrepancies, and operational issues; escalates complex matters as appropriate.
• Coordinates with clients and internal departments to facilitate requests, resolve issues, and ensure timely completion of service activities.
• Partners with Legal, Compliance, BSA/AML, Operations, and other internal business partners to support client requests and account onboarding.
• Maintains a thorough understanding of Bank products, systems, policies, procedures, and risk management practices.
• Supports the Private Client Services Manager in delivering an exceptional client experience and achieving departmental service objectives.
• Performs other duties and projects as assigned.

Requirements

• 3 years of new accounts experience and 3 years of banking experience, including demonstrated ability to support affluent consumer and business clients.
• Associate’s degree or higher is preferred; High School diploma or equivalent required.
• Strong knowledge of consumer and business account opening, including CIP, KYC, Beneficial Ownership, BSA/AML, OFAC, and related regulatory documentation requirements.
• Working knowledge of Treasury Management products and services, along with a solid understanding of bank products, services, and internal systems.
• Proficiency in key banking systems and Microsoft Office applications, including Word and Excel.
• Ability to manage multiple priorities, perform operational and client service functions, and maintain a high degree of accuracy and attention to detail.
• Strong understanding of regulatory requirements, risk controls, and operational processes associated with consumer and business deposit account onboarding and servicing.

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.