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Banc of California · 1 week ago

Customer Relationship Officer - Visalia

Visalia, CA

Full-time

Hybrid

Mid Level

3+ years exp

Banc of California is a bank holding company focused on providing banking and treasury management services to various businesses. The Customer Relationship Officer is responsible for delivering exceptional service to customers, managing account transactions, and enhancing customer relationships.

BankingFinanceFinancial Services

Responsibilities

Supports the Bank’s philosophy of Building Excellence and provides excellent customer service

Serves a dual-purpose role fulfilling responsibilities of both a Customer Relationship Officer and Teller

Profiles customers while opening or servicing deposit accounts to determine needs

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

Processes all types of new account transactions; cross-sells the Bank’s products and services; strives to meet or exceed branch 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 basic accounts

Researches and resolves cash differences

Coordinates with Branch Manager regarding responses for independent third party and regulatory audits of the department; ensures deficiencies identified from such audits are corrected

Maintains a comprehensive knowledge of all Bank products and services

Provides mentoring and training to other staff members

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

Qualification

Retail banking experienceBank Secrecy Act complianceCredit products knowledgeMath skillsCustomer relationship buildingInterpersonal communicationTeam collaborationAttention to detailFlexibilityConfidentiality

Required

High School Diploma or equivalent required

3+ years of retail banking experience in a financial services industry

1 year experience explaining credit products and accepting/closing loan applications

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

Excellent knowledge of bank deposits, credit products, and services to open accounts

Relationship building, collaboration and teamwork

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 support branch 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

Preferred

Bachelor's degree preferred

Benefits

401k plan which includes a company match and immediate vesting.

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).

Adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.

Paid vacation days, holidays, and volunteer time off.

Tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.