Financial Services Officer - Manhattan Beach

Banc of California • Manhattan Beach, CA

16h • Onsite

About The Position

The Financial Services Officer is responsible for opening new accounts and performing maintenance with accuracy, efficiency and professionalism, meeting the high quality service delivery standards of the Bank. The Financial Services Officer is responsive to the needs of both internal and external customers by maintaining a thorough knowledge of and introducing Bank services and products that may be of interest to them. Incumbents in this position are typically experienced in New Accounts who can handle the full range of retail and commercial transactions. 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

• 2 years in Branch Banking Operations is required.
• High School Diploma or equivalent is required
• Basic understanding of Treasury Management including wire procedures and policies is required.
• Basic 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 is required
• Ability to match products with client needs.
• Responsive; establishes and maintains relationships internally and externally by understanding needs; may mentor others in the branch is required
• Can articulate with confidence as primary point of contact for any client questions especially regarding new accounts or new products; listens carefully to expressed needs; ability to communicate with other departments in order to find the appropriate solution; developing ability to use and understand business acumen is required.
• Takes initiative to learn and grow; stays current on all new products with ability to answer questions or escalate appropriately when needed.
• Takes appropriate action 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

Nice To Haves

• 1 years in new accounts preferred

Responsibilities

• Handle all facets of new accounts including opening new accounts, superseding accounts, account maintenance, research projects, ordering checks and notary services.
• Cross-selling Banc of California products and services through a thorough knowledge of services and customer needs.
• Assist with daily and monthly audits and certifications. Prepare documentation for new accounts under the Bank’s CIP/BSA and other Bank policies.
• Maintain a high-level knowledge of legal documentation required for various entity types.
• Be able to comprehend complicated new accounts deals and relied upon in satisfactorily handle complex client requests on their own, with minimum supervision.
• Input new accounts on IBS and submit complete package.
• Have a knowledge of and be a backup to other operational duties including Teller and assisting the Branch Operations Manager and Branch Manager.
• Provide assistance with end of day closing, to include cash balancing (vault & ATM).
• Assist with processing and scanning of daily Teller work.
• Maintain a high-level knowledge of treasury management products and the ability to identify when to cross sell these products.
• Help with the training and onboarding of new team members.
• Participate and contribute to the branch’s overall goals.
• Follow all established policies and procedures.
• Perform other duties and projects as assigned.

Benefits

• 401k plan which includes a company match and immediate vesting.
• 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).
• adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
• paid vacation days, holidays, and volunteer time off.
• 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