Branch Support Representative

Banc of CaliforniaBeverly Hills, CA
10d

About The Position

Branch Support Representative represent our Bank to the community and make our customers feel welcome, assisting clients by providing a superior level of service with their financial transactions. The Branch Support Representative is required to travel between temporary assignments at branch offices within a designated region. They are responsible for processing cash and non-cash transactions in accordance with company policy and procedures, providing superior customer service. Mileage will be paid for travel between assignments. 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.

Requirements

  • 2 years of Teller experience is required
  • New Accounts experience is preferred
  • High School Diploma or equivalent is required
  • Basic understanding of cash handling and basic knowledge of 10 key (or can learn) is required
  • Ability to learn key branch systems; basic end-user knowledge of Word and Excel is required
  • Detailed and accurate with ability to organize and prioritize; highly flexible style is required
  • Ability to travel between branch locations; fluency in Spanish beneficial dependent on branch location but not required
  • Ability to identify opportunities to refer new products and services to clients based on their financial goals; ability to service client needs to completion is required
  • Responsive; establishes and maintains relationships internally and externally by understanding needs is required
  • Engages others in a friendly and reliable manner; ability to write key information via email and communicate basic information via phone is required
  • Stays current on all products and coming changes with ability to answer questions without all the information; ability to be comfortable and successful in multiple different environments is required
  • Takes appropriate actions under guidance to actively problem solve and follow up across multiple concurrent tasks is required
  • Accountable for handling appropriate level of risk and making decisions appropriate to level is required
  • High School diploma or equivalent required

Responsibilities

  • Process deposits, withdrawals, check cashing and other Bank transactions, including night depository and ATM.
  • Answer questions and resolve problems for customers concerning all services provided by the Bank.
  • Identify opportunities to cross-sell bank products and services and generate referrals to appropriate account managers.
  • Review and verify daily reports assigned by Branch Management.
  • Process all paperwork associated with transactions, including proper filing or discarding of sensitive information.
  • Answer branch telephone calls and assist with customer requests or issues.
  • Consistently maintain a balanced cash drawer.
  • Adhere to Bank security policies and maintain confidentiality of Bank records and client information.
  • Be willing to train in all areas of operations.
  • Support, coach and train staff when appropriate.
  • Be willing to train and learn in all aspects of new accounts.
  • Assist Manager in reviewing regional certifications; regional audits and G.L. reviews
  • 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; promotes working environment free of harassment of any type.
  • 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

Benefits

  • 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.
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