Customer Relationship Officer - LA Main

Banc of California • Los Angeles, CA

1d

About The Position

Customer Relationship Officers process transactions accurately and efficiently in accordance with established policies and procedures. They contribute to a positive team environment in Branch Banking by modeling excellent customer service and supporting tellers with transaction and issue resolution using their knowledge of policies and procedures. 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.
• Basic end-user knowledge of Word and Excel.
• Attention to detail and accuracy, with the ability to organize and prioritize; resourcefulness, reliability, and a solutions-oriented approach; and the ability to recognize when and to whom to escalate issues.
• Ability to take on some operational responsibility.
• Ability to model client service and see client needs through to completion.
• Responsiveness and ability to establish and maintain internal and external relationships by understanding needs; resolve varied issues and de-escalate situations; identify when to involve others; and guide and support tellers with client-resolution questions.
• Friendly, reliable, and credible manner when engaging others, including internal partners and high-touch clients.
• Ability to stay current on products, technology, procedures, and changes; answer questions; and act with the minimum required information.
• Ability to take appropriate actions under guidance to problem-solve and follow up across multiple concurrent tasks.
• Accountability for handling an appropriate level of risk and making decisions appropriate to the role.
• High school diploma or equivalent.

Responsibilities

• Support the Branch Operations Manager with teller support related to losses, differences, and risk mitigation.
• Approve customer and Bank transactions within established limits, including cashier’s checks, wire transfers, and deposit processing.
• Apply banking policies and procedures appropriately in daily work.
• Contribute positively to branch audit and certification results.
• Help ensure branch security, including the security and accountability of cash and negotiable items.
• 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.
• Comprehensive insurance options, including medical, dental, vision, AD&D, supplemental life, and long-term disability.
• Pre-tax Health Savings Account with employer contributions and pre-tax Flexible Spending Account.
• Adoption, surrogacy, and fertility assistance.
• Paid parental leave and family support solutions, including care options for family members.
• Paid vacation days, holidays, and volunteer time off for eligible team members.
• Tuition reimbursement.
• Annual mentorship program, leadership development resources, and access to LinkedIn Learning.

What This Job Offers

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