Customer Relationship Officer - Brea

Banc of California • Brea, CA

1d • Onsite

About The Position

The Customer Relationship Officer is responsible for providing exceptional service by handling customers' financial needs efficiently, friendly, and professionally. This includes opening new accounts, conducting needs assessments, and servicing transactions. The role requires adapting to branch needs, focusing on promotional activities, and enhancing the customer experience by deepening and retaining relationships and recognizing opportunities. This position serves as a hybrid Relationship Banker, ensuring an exceptional customer experience while focusing on sales and service, and performs all duties in accordance with company policies, procedures, and all U.S. state and federal laws and regulations.

Requirements

• 3+ years of retail banking experience in a financial services industry.
• 1 year experience explaining credit products and accepting/closing loan applications.
• Intermediate math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs.
• Excellent knowledge of bank deposits, credit products, and services to open accounts.
• Relationship building, collaboration and teamwork.
• Intermediate experience, knowledge and training in all operational activities and terminology.
• Exceptional oral, written and interpersonal communication skills.
• Must exhibit a very professional and helpful attitude along with the ability to interact positively with customers and co-workers.
• Demonstrate ability to identify customer needs and implement an effective solution in a rapidly changing environment.
• Must be able to meet deadlines and support branch goals while delivering an excellent customer experience.
• Ability to work with little to no supervision while performing duties.
• Ability to work accurately with close attention to detail.
• Ability to maintain confidentiality of sensitive information.
• Ability to remain flexible in order to adapt to changes in the work environment.
• Ability to work with general supervision while performing duties.
• Ability to communicate with individuals utilizing a telephone; requires ability to hear and speak effectively on the telephone.
• High School Diploma or equivalent required.
• Work related experience should consist of an in-depth background in Bank Secrecy Act compliance and general banking skills.

Nice To Haves

• Bachelor’s degree preferred.

Responsibilities

• Supports the Bank’s philosophy of Building Excellence and provides excellent customer service.
• Serves a dual-purpose role fulfilling responsibilities of both a Customer Relationship Officer and Teller.
• Profiles customers while opening or servicing deposit accounts to determine needs.
• Responsible for the overall branch customer experience assisting clients by making deposits and withdrawals, cashing checks, performing transfers, issuing bank checks, performing cash advances, processing loan advances and loan payments, cashing savings bonds and any other customer transaction as needed.
• Processes all types of new account transactions; cross-sells the Bank’s products and services; strives to meet or exceed branch goals.
• Responsible for responding to customer inquiries, resolving issues, and recognizing cross sales opportunities.
• Educate customers on alternative channels that provide service.
• Performs daily check scanning, vault settlement, ATM settlement, night drop deposits, and assists with opening/closing branch procedures as necessary.
• Multitask among multifaceted job roles to address all service or transaction needs, including cash transactions and opening basic accounts.
• Researches and resolves cash differences.
• Coordinates with Branch Manager regarding responses for independent third party and regulatory audits of the department; ensures deficiencies identified from such audits are corrected.
• Maintains a comprehensive knowledge of all Bank products and services.
• Provides mentoring and training to other staff members.
• Follows all established policies and procedures.
• Performs other duties and projects as assigned.

Benefits

• You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting.
• 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).
• 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.
• Eligible team members receive paid vacation days, holidays, and volunteer time off.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees