Sr Customer Relationship Officer - Beverly Hills

About the role

Banc of California seeks a Senior Customer Relationship Officer to join our dynamic team. This position is responsible for coaching and training the Teller team to process transactions accurately, efficiently, and in compliance with established policies and procedures.

Responsibilities

• Coach and mentor Teller team members to improve performance relative to losses, differences, and risk mitigation.
• Absorb responsibilities as a team leader when necessary.
• Approve customer and Bank transactions within established limits, including Cashier's Checks, wire transfers, and deposit processing.
• Ensure training and review of banking policies and procedures are implemented within staff.
• Contribute to the branch’s audit and certification results.
• Maintain branch and ATM cash limits.
• Manage and support the Teller team, including handling new accounts, conducting interviews, and preparing performance evaluations.
• Identify customer needs and refer financial products and services.
• Respond to emails, calls, and other requests from back-office Operations and other business units.

Requirements

• Minimum four years of recent experience in branch operations, including at least 1 year in new accounts experience preferred.
• Solid understanding of Treasury Management, including wire procedures and policies.
• Mastery of all key branch systems; basic end-user knowledge of Word and Excel.
• Detailed and accurate with ability to organize and prioritize; resourceful and reliable; solutions-oriented; draws on broad experience to effectively handle multiple functions at the same time.
• Ability to manage increased complexity of staff or client relationship management, depending on branch size.
• Ability to step in as a team leader when needed.
• Models excellent client service and client relationships; ensures client needs are fully resolved and can work through complex issues.
• Responsive; establishes and maintains relationships internally and externally by understanding needs; resolves many different issues and de-escalates situations, while knowing who to bring in when needed; guides and supports tellers in client resolution questions.
• Engages, influences, and guides others in a reliable, credible, and confident manner; effectively interacts with internal partners and high-touch clients.
• Takes responsibility and initiative to learn and grow; stays current on all new products, technology, and procedures and other coming changes.
• Knows what action to take and is effective across multiple concurrent tasks; accountable for handling appropriate level of risk and making decisions appropriate to level.

Qualifications

• High School diploma or equivalent required.

Skills

• Strong communication and interpersonal skills.
• Excellent organizational and prioritization skills.
• Ability to handle multiple tasks simultaneously.
• Knowledge of banking systems and procedures.
• Ability to manage and motivate a team.

Benefits

• 401(k) plan with company match and immediate vesting.
• Comprehensive health and well-being benefits.
• Paid time away.
• Career growth opportunities including tuition reimbursement, mentorship programs, and leadership development resources.

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

Full-time position.