Banc of California is seeking a Senior Financial Services Officer to join their team in Beverly Hills, CA. The successful candidate will be responsible for opening new accounts, performing maintenance, and cross-selling Bank services and products.
Requirements
- 2 years in new accounts required
- 4 year in Branch Banking Operations 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 is required
- 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
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.
