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About the Role

The Client Banking Officer (CBO) – Community Banking Support role is dedicated to supporting Community Banking Relationship Managers by performing a variety of operational functions, including onboarding new deposit accounts and treasury products and services for both consumer and business clients. The role handles client inquiries via phone and email, ensures accurate and efficient daily transaction processing, and applies sound decision-making techniques.

Responsibilities

Onboards Business and Consumer depository products and services 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 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 using sound judgment and experience.
Works daily requests, performs account maintenance, reviews transactions and related documents, verifies work, processes, reconciles, and approves routine and complex transactions.
Obtains appropriate approvals for 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 them to the appropriate department or person, ensuring follow-through with clients and frontline staff.
Follows all established policies and procedures.
Performs other duties and projects as assigned.

Requirements

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 and work independently and in a group.
Ability to understand and apply oral and/or written instructions.
Ability to understand, remember, and communicate routine information.
Ability to understand complex problems and collaborate to explore alternative solutions.
Ability to make decisions that have moderate impact on the immediate work unit.
Ability to organize thoughts and ideas into understandable terminology.
Ability to 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.
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.

Skills

Client Services
Banking
Financial Services
Treasury Management
Deposit Accounts
KYC/CDD
Wire Transfers
Communication Skills
Organizational Skills
Time Management Skills

Location

California

Work Type

Full-time

Experience Level

1+ year of client services experience
1+ year of Banking or Financial Services experience

Education Level

High School diploma required
College degree preferred

Benefits

401k plan with company match and immediate vesting
Medical, dental, and vision insurance
AD&D insurance
Supplemental life insurance
Long-term disability insurance
Pre-tax Health Savings Account with employer contributions
Pre-tax Flexible Spending Account (FSA)
Adoption, surrogacy, and fertility assistance
Paid parental leave
Family support solutions including care options
Paid vacation days
Paid holidays
Paid volunteer time off
Tuition reimbursement
Annual mentorship program
Leadership development resources
Access to LinkedIn Learning

About the Company

Banc of California, Inc. is a bank holding company with over $34 billion in assets and the parent company of Banc of California.
Banc of California is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses.
As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities.
The bank also provides full-service payment processing solutions to its clients and serves the Community Association Management industry nationwide through its technology forward platform, SmartStreet™.
Banc of California is committed to supporting its local communities through the Banc of California Charitable Foundation and by partnering with organizations that promote financial literacy, job training, small business support, affordable housing, and more.
At Banc of California, success is powered by people and a shared commitment to delivering meaningful results.
We foster an environment where entrepreneurial thinking is encouraged, and accountability and operational excellence are expected.
Team members are empowered to take ownership, make informed decisions, and make a meaningful impact as the bank continues to grow and evolve.
We are dedicated to supporting your growth and wellbeing through comprehensive benefits, robust development opportunities, and inclusive programs that enable you to perform at your best.

Equal Opportunity

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 their actual or perceived race (including traits associated with race, such as hair texture, hair type or protective hairstyles), religion or religious creed (including religious dress and grooming practices), color, sex (including pregnancy, childbirth, breastfeeding and related medical conditions), sexual orientation, gender, gender identity, gender expression, gender transitioning, citizenship status, national origin, ancestry, age, marital status, military or veteran status, medical condition, genetic information, or disability (mental or physical), requests for accommodation and any additional protected categories set forth in applicable federal, state or local laws.
If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.