Client Services Representative ( Temporary for up to 6 months)

BANC OF CALIFORNIA AND YOUR CAREER

Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.

At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values – Entrepreneurialism, Operational Excellence, and Superior Analytics – empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN®

 

THE OPPORTUNITY

The Client Services Representative will be responsible for ensuring that all client documentation and regulatory requirements for loan and deposit accounts are met. In addition, the CSR will be responsible for major client relationships from a business and service perspective, overseeing all internal Venture Banking functions (projects and support issues) that affect clients. 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.

 

HOW YOU’LL MAKE A DIFFERENCE

• Front line client service support.
• Must exercise independent judgement and discretion on matters of significance to both the client and the bank.  This requires the ability to interpret and implement bank policies and procedures, while balancing that with the needs of the client.
• Act as one point of contact for clients in a designated area; including overseeing all aspects of the deposit relationship of a client.
• Manage total relationship for clients from application to ongoing support.
• Tracking/ monitoring of account opening documentation, service implementation and fee collection to ensure compliance with all regulatory guidelines.
• Process monetary transactions for customer accounts.
• Process account maintenance/updates & corrections on IBS.
• Strong knowledge of Bank’s services and products for client support and cross-selling.
• Provide research assistance and information to customers.
• Resolve customer disputes by using independent judgment and knowledge of bank policies and procedures.
• 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. 

 

WHAT YOU’LL BRING

Experience

Required:

• 3+ years’ experience
  

Education & Certifications

Required:

• Associate’s degree or equivalent work experience

Preferred:

• Bachelor’s degree or higher
  

Skills, Behaviors, & Knowledge

Required: 

• Creative and strategic thinker with excellent problem solving and organizational skills
• Ability to exhibit professionalism and a positive attitude under pressure
• Ability to work independently yet collaborate cross-functionally in a team environment
• Superior oral and written communication skills
• Ability to handle multiple priorities, projects and relationships simultaneously
• Proven success in managing large client accounts

 

SALARY RANGE

The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.

Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.