Customer Relationship Officer - LA Main

Banc of California • Los Angeles, CA

2d • $41,000 - $56,000

About The Position

Customer Relationship Officers primarily process transactions accurately and efficiently in accordance with established policies and procedures. They foster a positive team environment in Branch Banking by modeling excellent customer service and supporting Tellers with policy and procedure knowledge to handle transactions and issues. The role performs all duties in accordance with company policies and procedures and applicable U.S. state and federal laws and regulations.

Requirements

• At least two years of recent experience in branch operations.
• Basic understanding of Treasury Management, including wire procedures and policies.
• Solid understanding of key branch systems and basic end-user knowledge of Word and Excel.
• High school diploma or equivalent.
• Ability to be detailed and accurate, organize and prioritize, and be resourceful, reliable, and solutions-oriented.
• Ability to understand when and to whom to escalate issues.
• Ability to take on some operational responsibility.
• Ability to model client service and serve client needs through completion.
• Ability to establish and maintain internal and external relationships, understand needs, resolve issues, de-escalate situations, and guide and support Tellers with client-resolution questions.
• Ability to interact in a friendly, reliable, and credible manner with internal partners and high-touch clients.
• Ability to stay current on products, technology, procedures, and changes, and answer questions with the minimum required information.
• Ability to problem-solve under guidance and follow up across multiple concurrent tasks.
• Accountability for handling an appropriate level of risk and making decisions appropriate to the role.

Responsibilities

• Support the Branch Operations Manager and Tellers on losses, differences, and risk mitigation.
• Approve customer and Bank transactions within established limits, including cashier’s checks, wire transfers, and deposit processing.
• Apply thorough knowledge of banking policies and procedures to daily tasks.
• Contribute positively to branch audit and certification results.
• Maintain branch security, including the security and accountability of cash and negotiable items, and maintain appropriate branch and ATM cash limits.
• Respond to emails, calls, and other requests from back-office Operations and other business units.
• Identify customer needs and refer financial products and services.
• Follow established policies and procedures.
• Perform other duties and projects as assigned.

Benefits

• 401(k) plan with company match and immediate vesting.
• Medical, dental, vision, AD&D, supplemental life, and long-term disability insurance.
• Health Savings Account with employer contributions and Flexible Spending Account.
• Adoption, surrogacy, and fertility assistance.
• Paid parental leave and family support solutions, including care options.
• Paid vacation days, holidays, and volunteer time off for eligible team members.
• Tuition reimbursement.
• Annual mentorship program and leadership development resources.
• Access to LinkedIn Learning.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED