Financial Services Officer - Brea

Banc of California • Brea, CA

12h • $43,000 - $58,500

About The Position

The Financial Services Officer opens new accounts and performs account maintenance accurately, efficiently, and professionally while meeting the Bank’s service standards. The role serves internal and external customers by maintaining thorough knowledge of Bank services and products and introducing offerings that may meet customer needs. The position is typically held by someone experienced in new accounts who can handle a full range of retail and commercial transactions. All duties must be performed in accordance with company policies and procedures and applicable U.S. state and federal laws and regulations.

The officer also supports branch operations, including audits and certifications, teller-related tasks, end-of-day closing and cash balancing, processing teller work, and training new team members. The role contributes to branch goals and may handle complex client requests with minimal supervision.

Requirements

• At least 2 years of Branch Banking Operations experience is required.
• High school diploma or equivalent is required.
• Basic understanding of Treasury Management, including wire procedures and policies, is required.
• Basic understanding of key branch systems and basic end-user knowledge of Word and Excel are required.
• Ability to be detailed and accurate and to organize and prioritize is required.
• Ability to match products with client needs.
• Ability to establish and maintain internal and external relationships by understanding needs; may mentor others in the branch.
• Ability to confidently serve as the primary contact for client questions, especially about new accounts or products; listen carefully, communicate with other departments to find solutions, and develop business acumen.
• Initiative to learn and grow, stay current on products, answer questions, and escalate appropriately when needed.
• Ability to problem-solve and follow up across multiple concurrent tasks under guidance.
• Ability to handle an appropriate level of risk and make decisions appropriate to the role.

Nice To Haves

• 1 year of new accounts experience is preferred.

Responsibilities

• Handle all aspects of new accounts, including opening and superseding accounts, account maintenance, research projects, check orders, and notary services.
• Cross-sell Banc of California products and services based on knowledge of offerings and customer needs.
• Assist with daily and monthly audits and certifications.
• Prepare new-account documentation in accordance with the Bank’s CIP/BSA requirements and other policies.
• Maintain knowledge of legal documentation requirements for various entity types.
• Handle complex new-account transactions and client requests with minimal supervision.
• Input new accounts on IBS and submit complete packages.
• Maintain knowledge of branch operational duties and serve as backup for Teller duties and assistance to the Branch Operations Manager and Branch Manager.
• Assist with end-of-day closing, including vault and ATM cash balancing.
• Assist with processing and scanning daily Teller work.
• Maintain knowledge of treasury management products and identify opportunities to cross-sell them.
• Help train and onboard new team members.
• Participate in and contribute to the branch’s overall goals.
• Follow established policies and procedures.
• Perform other assigned duties and projects.

Benefits

• Company 401(k) plan with company match and immediate vesting.
• Medical, dental, vision, AD&D, supplemental life, and long-term disability insurance options.
• 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.
• 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
• Education Level: High school or GED