Senior Financial Services Officer - Brea

Banc of California • Brea, CA

1d

About The Position

The Senior 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 Senior 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 highly 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 new accounts required.
• 4 year in Branch Banking Operations is required.
• High School Diploma or equivalent is required.
• Solid 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 is required.
• Ability to take on some operational responsibility.
• Relied on for ability to ask questions and listen to client cues, assess needs, and match products with client needs is required.
• Responsive; establishes and maintains relationships internally and externally by understanding needs; may mentor others in the branch is required.
• Polished communication style; can articulate credibly, with confidence and influence 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 and act with minimum information is required.
• Knows what action to take and able to problem solve with minimal direction and is effective across multiple concurrent tasks is required.
• Accountable for handling appropriate level of risk and making decisions appropriate to level is required.

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.
• Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions.
• Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
• Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values.
• Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions.
• The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.
• Performs other duties and projects as assigned.

Benefits

• Financial Security: You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting.
• Health & Well-Being: 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).
• Building & Supporting Your Family: 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.
• Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off.
• Career Growth Opportunities: 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