Financial Services Officer - Whittier

Banc of California is seeking a Financial Services Officer to join their team. The successful candidate will be responsible for opening new accounts, performing maintenance, and providing exceptional customer service. The role requires a strong understanding of treasury management, financial services, and branch operations. The ideal candidate will have a high school diploma or equivalent and at least 1 year of experience in new accounts or branch banking operations.

Requirements

• 1 year of experience in new accounts
• 2 years of experience in branch banking operations
• High School Diploma or equivalent
• Solid understanding of Treasury Management
• Solid understanding of all key branch systems
• Basic end-user knowledge of Word and Excel
• Detailed and accurate with ability to organize and prioritize
• Ability to take on some operational responsibility
• Fluency in Spanish is beneficial
• Polished communication style
• Ability to articulate credibly and influence
• Takes initiative to learn and grow
• Knows what action to take and able to problem solve with minimal direction

Benefits

• 401k plan with company match
• Comprehensive insurance options
• Pre-tax Health Savings Account with employer contributions
• Pre-tax Flexible Spending Account (FSA)
• Adoption, surrogacy, and fertility assistance
• Paid parental leave
• Family support solutions
• Paid vacation days
• Holidays
• Volunteer time off
• Tuition reimbursement
• Annual mentorship program
• Leadership development resources
• Access to LinkedIn Learning