Financial Services Officer - West Covina

**Description** **BANC OF CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the bank). Banc of California is one of the nations premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values Entrepreneurialism, Operational Excellence, and Superior Analytics empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN **THE OPPORTUNITY** 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 Senior Financial Services Officer is responsive 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 to them. Incumbents in this position are typically more experienced in New Accounts who can handle the full range of retail and commercial transactions. Performs all duties in accordance with the Companys policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates. **HOW YOULL MAKE A DIFFERENCE** + Handle all facets of new accounts including opening new accounts, superseding accounts, account maintenance, research projects, ordering checks and notary services. + Cross-selling 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 Banks 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 relied upon in satisfactorily handle complex client requests on their own, with minimum supervision. + Input new accounts on ITI 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). + Assist with processing and scanning of 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 branchs overall goals. + Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions. + Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. + Follows policies and procedures; completes tasks correctly and on time; supports the companys goals and values. + Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to ones own actions and conduct. + Performs other duties and projects as assigned. **WHAT YOULL BRING** + 1 years in new accounts preferred + 2 years in Branch Banking Operations. + High School Diploma or equivalent is required + Solid understanding of Treasury Management including wire procedures and policies is required + Solid understanding of all key branch systems; basic end-user knowledge of Word and Excel is required + Detailed and accurate with ability to organize and prioritize is required + Ability to take on some operational responsibility; fluency in Spanish is beneficial dependent on branch location but not required + Relied on for ability to ask questions and listen to client cues, assess needs, and match products with client needs is required + Responsive; establishes and maintains relationships internally and externally by understanding needs; may mentor others in the branch is required + Polished communication style; can articulate credibly, with confidence and influence 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 + Takes initiative to learn and grow; stays current on all new products with ability to answer questions and act with minimum information is required + Knows what action to take and able to problem solve with minimal direction and is effective across multiple concurrent tasks is required + Accountable for handling appropriate level of risk and making decisions appropriate to level is required **HOW WELL SUPPORT YOU** + **Financial Security:** You will be eligible to participate in a 401k plan in which the Bank will match 100% of the first 4% of your contributions, which is immediately vested. + **Health & Well-Being:** We offer 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:** Banc of California partners with providers that offeradoption, 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. **SALARY RANGE** 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. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition. Equal Opportunity Employer PacWest Bancorp and its affiliates are fully committed to the principles of equal opportunity and diversity. We take pride in building a workplace culture where all employees feel supported and respected, and have equal access to career and development opportunities without regard to race, religion/creed, color, national origin, age, marital status, ancestry, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), gender identity/expression, sexual orientation, veteran status, physical or mental disability, medical condition, military status, genetic information, or any other characteristic protected by federal, state or local laws.

Created: 2024-11-05