Banc of California,
Inc. (NYSE: BANC) is a bank holding company with approximately $8 billion in
assets and one wholly-owned banking subsidiary, Banc of California, N.A. (the
“Bank”). With our 600+ dedicated professionals, we provide customized and
innovative banking and lending solutions to businesses, entrepreneurs and
individuals throughout California. We proudly partner with community
organizations that provide financial literacy, job training, small business
support, and affordable housing to help improve the communities where we live
and work. With a commitment to service and building enduring relationships, we
provide a higher standard of banking.
JOB SUMMARY:
Responsible
for providing exceptional service by handling the customers’ financial needs in
an efficient, friendly, and professional manner while opening new accounts, conducting
needs assessment, and servicing transactions. Adapt to the needs of the branch
and focus on promotional activities and enhancing the customer experience by
deepening and retaining relationships and recognizing opportunities. Work on
assignments that are moderately complex and function as team leaders when
required. 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
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Assists
customer inquiries and requests regarding current accounts.
Profiles customers while opening or
servicing deposit accounts to determine needs.
Serves a dual-purpose role fulfilling
responsibilities of both a Banker and Teller.
Responsible for the overall branch
customer experience assisting clients by making deposits and withdrawals,
cashing checks, performing transfers, issuing bank checks, performing cash
advances, processing loan advances and loan payments, cashing savings bonds and
any other customer transaction as needed.
Achieves all individual/branch goals as
assigned which may include deposit, loan and portfolio growth goals; revenue
& risk management targets.
Processes all types of new account
transactions; cross-sells the Bank’s products and services; strives to meet or
exceed sales goals.
Responsible for responding to customer
inquiries, resolving issues, and recognizing cross sales opportunities. Educate
customers on alternative channels that provide service.
Performs daily check scanning, vault
settlement, ATM settlement, night drop deposits, and assists with
opening/closing branch procedures as necessary.
Multitask among multifaceted job roles
to address all service or transaction needs, including cash transactions and
opening new accounts.
Treats people with respect; keeps
commitments; inspires the trust of others; works ethically and with integrity;
upholds organizational values; accepts responsibility for own actions.
Follows policies and procedures;
completes tasks correctly and on time; supports the company’s goals and values.
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.
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.
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.
ESSENTIAL KNOWLEDGE, SKILLS, AND ABILITIES:
Intermediate
math skills; calculate interest and percentages; balance accounts; add,
subtract, multiply and divide in all units of measure, using whole numbers,
common fractions and decimals; locate routine mathematical errors; compute
rate, ratio and percent, including the drafting and interpretation of bar
graphs.
Intermediate
experience, knowledge and training in all operational activities and terminology.
Exceptional
oral, written and interpersonal communication skills.
Must
exhibit a very professional and helpful attitude along with the ability to
interact positively with customers and co-workers.
Demonstrate
ability to identify customer needs and implement an effective solution in a
rapidly changing environment.
Must
be able to meet deadlines and pressure to attain branch sales goals while
delivering an excellent customer experience.
Ability
to work with little to no supervision while performing duties.
Ability
to work accurately with close attention to detail.
Ability
to maintain confidentiality of sensitive information.
Ability
to remain flexible in order to adapt to changes in the work environment.
Ability to work with general supervision while performing
duties.
Ability to
communicate with individuals utilizing a telephone; requires ability to hear
and speak effectively on the telephone.
EDUCATION, EXPERIENCE AND/OR LICENSES:
High
School Diploma or equivalent required. Work related experience should consist
of an in-depth background in Bank Secrecy Act compliance and general banking
skills. Educational experience, through
in-house training sessions, formal school or financial industry related curriculum,
should be applicable to the financial industry.
Bachelor’s
degree preferred.
1-3
years of retail banking experience in a financial services industry.