Customer Relationship Officer - Westlake Village

Banc of California•Thousand Oaks, CA

4d•Onsite

About The Position

Customer Relationship Officers are primarily responsible for processing transactions accurately, efficiently, and in accordance with established policies and procedures. Customer Relationship Officers create a positive team environment in Branch Banking by modeling excellent customer service, and support Tellers by using policy and procedure knowledge to handle transactions and issues. 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

Minimum two years of recent experience in branch operations required
Basic understanding of Treasury Management including wire procedures and policies is required
Solid understanding of all key branch systems; basic end-user knowledge of Word and Excel is required
Detailed and accurate with ability to organize and prioritize; resourceful and reliable; solutions-oriented; ability to understand when and to whom to escalate is required
Ability to take on some operational responsibility.
Ability to model client service and ability to service client needs to completion.
Responsive; establishes and maintains relationships internally and externally by understanding needs; can resolve many different issues and de-escalate situations, while knowing who to bring in when needed; can guide and support tellers in client resolution questions is required
Engages others in a friendly, reliable, and credible manner; ability to interact with internal partners and high-touch clients is required
Stays current on all products, technology, and procedures and other coming changes with ability to answer questions and acts with minimum required information
Takes appropriate actions under guidance to actively problem solve and follow up across multiple concurrent tasks
Accountable for handling appropriate level of risk and making decisions appropriate to level is required
High School diploma or equivalent required

Responsibilities

Provide support to the Branch Operations Manager with Teller support relative to losses, differences and mitigating risk.
Approve customer and Bank transactions within established limits, including Cashier’s Checks, wire transfers and deposit processing.
Have a thorough knowledge of banking policies and procedures and ensure they are applied appropriately to their daily tasks.
Assist and contribute positively to branch’s audit and certification results.
Ensure Branch security including the security and accountability of all 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 all established policies and procedures.
Perform other duties and projects as assigned.

Benefits

401k plan which includes a company match and immediate vesting
Comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability
Pre-tax Health Savings Account with employer contributions
Pre-tax Flexible Spending Account (FSA)
Adoption assistance
Surrogacy assistance
Fertility assistance
Paid parental leave
Family support solutions including care options for your family
Paid vacation days
Paid holidays
Volunteer time off
Tuition reimbursement
Annual mentorship program
Leadership development resources
Access to LinkedIn Learning