Since 1941, Banc of California (NYSE:BANC) has provided full-service banking and lending to individuals and their businesses, families and employees throughout California and across the West.
Today, with over $10 billion in consolidated assets, we are large enough to meet our clients’ banking needs, yet small enough to care and serve them well. Banc of California’s strong balance sheet, deep community roots and commitment to lasting and meaningful relationships are the foundation for its long record of success. JOB SUMMARY: Responsible for developing new deposit relationships, providing a superior level of customer relations and promoting the sales and service culture through coaching, guidance, and staff motivation. Works towards achieving branch sales goals through developing new business and retention of existing account relationships. Provides leadership, training and supervision; may perform duties in the absence of the Branch Manager. 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:
Identifies and implements marketing strategies and plans events to support sales.
Meets with potential, new, and existing customers outside the office for lunches, sales calls, and on-site visits in order to foster relationships.
Assumes responsibility and is accountable for the operational compliance within the branch including, but not limited to, teller cash counts, certifications, new and closed account reports, CTR filing, suspicious activity reporting, elder abuse reporting, and staff adherence to Company policies and procedures.
Handles customer service issues and assists customers with special issues, questions, new accounts, and IRAs. Performs and reviews, as needed, all the duties of the branch operations staff to ensure audit compliance.
May assist the Branch Manager in monitoring and working reports.
Approves wire transfers up to designated limit, approves exceptions to new accounts and check holds.
Assists in researching and resolving cash differences.
Serves as the second signatory on Company Official Checks.
May perform supervisory duties of staff and coordinate staff coverage in the absence of Branch Manager.
Participates in community affairs to increase the Company's visibility and to enhance new and existing business opportunities.
Processes, solves and answers complex customer transactions, problems or inquiries.
Reviews account opening reports for sales tracking.
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:
Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA).
Advanced experience, knowledge and training in progressively responsible branch management and supervisory activities, financial statement and tax return preparation, and all lending activities and terminology.
Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs.
Advanced 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.
Exceptional oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees.
Ability to cross-sell and explain all Company products and services with confidence and authority.
Ability to make decisions that have moderate impact on the immediate work unit.
Ability to organize and prioritize own work schedule and the work schedules of others on a short-term and long-term basis.
Ability to work with no supervision while performing duties.
EDUCATION, EXPERIENCE AND/OR LICENSES:
High School Diploma and a minimum of 5 years’ of related experience and/or training. Work related experience must consist of branch sales operations and lending within the financial services industry required.