VP, Client Services Support Manager

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Durham, NC
In-Office
Fintech • Software • Financial Services
The Role

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 BancEdge. 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 VP, Client Services Support Manager will be responsible for managing front line support to Client Services Staff, as well as Venture bankers and clients, in all areas of deposit, loan and treasury management operations with the objective of providing exemplary service to ensure total customer satisfaction. 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

  • Responsible for all aspects of management of Client Services (CS) Support staff, including hiring, training, and reviews. 
  • Create/update/maintain processes and procedures for CS department. 
  • Work with internal and external auditors to ensure departmental compliance. 
  • Responsible for staff development.
  • Ensure all new deposit accounts are properly booked in the deposit system. 
  • Process account maintenance/updates & corrections in various systems. 
  • Maintain documentation pertaining to the CS department activities. 
  • Perform monthly audits. 
  • Approve transactions within established guidelines.
  • Strategize and monitor daily activities of client services support. 
  • Provide research and information to customers. 
  • Assure high quality and friendly client service.
  • Ensure customer document files are up to date. 
  • Expense control.
  • Conduct regular staff meetings to ensure compliance with all Bank policies and procedures.
  • Verify all required documentation is obtained and saved to client files.  
  • Achieve satisfactory audit ratings. 
  • Support Client Services staff in a variety of ways, including managing client inquiries, coordinating cross-team communication, preparing documentation, and ensuring service delivery meets quality standards.
  • Involved with interviewing and hiring decisions.
  • Prepare and deliver employee performance evaluations, goal planning, and counselings.
  • Manage, support, coach and train staff.
  • 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; promotes working environment free of harassment of any type.
  • 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

Required:

  • Bachelor’s degree or equivalent work experience 
  • 6 – 8 years of relevant experience in bank operations and client service
  • 3-5 years’ supervisory experience
  • Strong knowledge of Bank’s services and products for client support
  • Strong computer skills including MS Word and Excel
  • Creative and strategic thinker with excellent problem solving and organizational skills 
  • Ability to exhibit professionalism and a positive attitude under pressure 
  • Ability to work in a team oriented, fast paced, multitasking environment 
  • Superior oral and written communication skills 
  • Must show decisiveness and make sound decisions in the absence of detailed instructions 
  • Ability to communicate effectively with all levels of the organization 
  • Proven leadership skills 
  • Must have the ability to multitask, meet deadlines and provide leadership, motivation and directions
  • Ability to handle multiple priorities, projects and relationships simultaneously
  • Proven success in managing large client accounts
  • Strong Compliance conviction 
  • Review and be knowledgeable of departmental and human resource’s policies & procedures

Preferred: 

  • Master’s degree or higher

HOW WE’LL SUPPORT YOU

  • 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.

 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 their actual or perceived race (including traits associated with race, such as hair texture, hair type or protective hairstyles), religion or religious creed (including religious dress and grooming practices), color, sex (including pregnancy, childbirth, breastfeeding and related medical conditions), sexual orientation, gender, gender identity, gender expression, gender transitioning, citizenship status, national origin, ancestry, age, marital status, military or veteran status, medical condition, genetic information, or disability (mental or physical), requests for accommodation and any additional protected categories set forth in applicable federal, state or local laws. 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.

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The Company
HQ: Los Angeles, California
3,241 Employees

What We Do

About Banc of California, Inc.
Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $38 billion in assets and the parent company of Banc of California. Banc of California is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small-, middle-market, and venture-backed businesses. Banc of California is the third largest bank headquartered in California and offers a broad range of loan and deposit products and services through more than 90 full-service branches throughout California and in Denver, Colorado, and Durham, North Carolina, as well as through regional offices nationwide. The bank also provides full-stack payment processing solutions through its subsidiary, Deepstack Technologies, and serves the Community Association Management industry nationwide with its technology-forward platform, SmartStreet™. 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.

Member FDIC | Equal Housing Lender | NMLS# 530611

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