Client Banking Officer

Pacific Western Bank

  • Los Angeles, CA
  • Permanent
  • Full-time
  • 17 days ago
Description :BANC OF CALIFORNIA AND YOUR CAREERBanc 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 nation’s 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 OPPORTUNITYResponsible for providing a full range of best in class professional servicing and fulfillment duties to both internal and external clients. The Client Banking Officer (CBO) – Community Banking Support role is dedicated to supporting Community Banking Relationship Managers. The role performs a variety of operational functions including, but not limited to, onboarding new deposit accounts and treasury products and services for both consumer and business clients with varying degrees of complexity. Handles incoming calls and emails regarding account inquiries from clients and business partners, and ensures daily transactions are processed accurately and efficiently. Consistently applies sound decision making techniques pertaining to inquiries, approvals and requests. Performs all duties in accordance with the company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates.HOW YOU’LL MAKE A DIFFERENCE
  • Onboards Business and Consumer depository products and services that are routed through the Community Banking channel.
  • Completes Treasury Management (TM) set-up forms to enable TM products and services for business clients.
  • Fulfills various types of deposit account maintenance and supersede requests.
  • Gathers, completes and validates for accuracy – CDD/KYC requirements and forms to support depository and TM services.
  • Provides clients with detailed information about their depository and/or TM products and services.
  • Responsible for transaction and wire requests up to prescribed authority limits.
  • Processes, solves, and answers customer inquiries, transactions, or problems while using sound judgment and experience, based on precedent, example, reasonableness or a combination of these.
  • Works daily requests and performs account maintenance, reviews transactions, related documents, verifies work, processes, reconciles, approves routine and complex transactions, and obtains appropriate approvals (i.e. Wire Transfers, Exception Item Processing, Non-Post, Fraud Alerts, Research, Adjustments, Stop Payments, Debit Cards, Mobile Capture Limits, RDC, etc.).
  • Responds to inquiries or refers inquiries to the appropriate department or person, and exhibits the necessary follow through with clients and frontline staff
  • 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 company’s 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 one’s own actions and conduct.
  • Performs other duties and projects as assigned.
WHAT YOU’LL BRING
  • Knowledgeable of consumer and business account types and document requirements.
  • Knowledge of regulations.
  • Strong organizational and time management skills.
  • Strong oral, written and interpersonal communication skills.
  • Ability to develop rapport with clients, peers and partners.
  • Ability to adapt well to change, work independently and in a group, understand and apply oral and/or written instructions, understand, remember and communicate routine information, understand complex problems and to collaborate and explore alternative solutions.
  • Ability to make decisions that have moderate impact on the immediate work unit.
  • Be able to organize thoughts and ideas into understandable terminology.
  • Organize and prioritize own work schedule on a short-term and long-term basis.
  • Ability to complete routine forms, letters and/or conduct routine oral communication.
  • Ability to make informal presentations.
  • High School diploma required and/or College degree preferred.
  • A minimum of 1 year of client services experience required.
  • 1 year of Banking or Financial Services, business, or equivalent work experience required.
  • Experience in complying with Know Your Customer/Customer Identification Programs
HOW WE’LL SUPPORT YOU
  • Financial Security: You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting.
  • 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 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.
SALARY RANGEThe 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.

Pacific Western Bank