- Supports the Banks 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 Banks products and services; strives to meet or exceed branch goals.
- Responsible for responding to customer inquiries, resolving issues, and recognizing cross sales opportunities.
- 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.
- 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 companys 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.
- Performs other duties and projects as assigned.
- 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.
- Must be fully vaccinated for COVID-19 (i.e., at least 2 weeks after last dose) and, if hired, present proof of vaccination by start date.
- Bachelors degree preferred. 3+ years of retail banking experience in a financial services industry. 1 year experience explaining credit products and accepting/closing loan applications.#J-18808-Ljbffr
-
Pacific Palisades CAREGiver
3 weeks ago
Home Instead Los Angeles, United StatesHome Instead - JobID: 64255 [Nursing Assistant / Health Aide] As a Caregiver at Home Instead, you'll: Assist seniors with daily activities such as bathing, dressing, and meal preparation; Monitor and administer medications as prescribed; Provide companionship and emotional suppor ...
-
Client Advisor, Pacific Palisades
15 hours ago
Zimmermann Company Los Angeles, United StatesAn opportunity exists for an experienced Client Advisor to join our retail team at our · Pacific Palisades boutique located in Palisades Village. · The applicant must have sales experience (essential), amazing customer service skills, the ability to achieve KPI results, impeccab ...
-
Client Advisor, Pacific Palisades
3 weeks ago
Zimmermann Company Los Angeles, United StatesAn opportunity exists for an experienced Client Advisor to join our retail team at our Pacific Palisades boutique located in Palisades Village. · Do you have the following skills, experience and drive to succeed in this role Find out below. · The applicant must have sales exper ...
-
Pacific Palisades CAREGiver
5 days ago
Home Instead Beverly Hills, United StatesHome Instead - JobID: 64254 [Nursing Assistant / Health Aide] As a Caregiver at Home Instead, you'll: Assist seniors with daily activities such as bathing, dressing, and meal preparation; Monitor and administer medications as prescribed; Provide companionship and emotional suppor ...
-
Hotjob Los Angeles, United States Full time**PACIFIC PALISADES FULL TIME NANNY NEEDED FOR INFANT & SWEETEST FAMILY** · by · March 7, 2022 · Opportunities for **PACIFIC PALISADES FULL TIME NANNY NEEDED FOR INFANT & SWEETEST FAMILY** in **Los Angeles, CA, USA** · Tags: #Los Angeles #CA #Nanny #AuPair #Babysitter · ...
-
Right at Home West Los Angeles, CA Santa Monica, United StatesJob Description · Job DescriptionBenefits:401(k) matching · Competitive salary · Employee discounts · Flexible schedule · Training & development · Right at Home West LA is looking for an exceptional Caregiver/Personal Care Assistant for our female client in Pacific Palisades area ...
-
Right at Home West Los Angeles, CA Santa Monica, United States Part timeBenefits:401(k) matching · Competitive salary · Employee discounts · Flexible schedule · Training & development · Right at Home West LA is looking for an exceptional Caregiver/Personal Care Assistant for our female client in Pacific Palisades area with IMMEDIATE SHIFTS. The careg ...
-
Right at Home West Los Angeles, CA Santa Monica, United States Part timeBenefits:401(k) matching · Competitive salary · Employee discounts · Flexible schedule · Training & development · IMMEDIATE NEED for a bi-lingual caregiver. Our female client in Pacific Palisades area is looking for a caregiver with open availability for IMMEDIATE SHIFTS on Satur ...
-
Right at Home West Los Angeles, CA Santa Monica, United StatesJob Description · Job DescriptionBenefits:401(k) matching · Competitive salary · Employee discounts · Flexible schedule · Training & development · Right at Home West LA is looking for an exceptional Caregiver/Personal Care Assistant for our male client in Pacific Palisades area w ...
-
Right at Home West Los Angeles, CA Santa Monica, United States**Benefits**: · - 401(k) matching · - Competitive salary · - Employee discounts · - Flexible schedule · - Training & development · **Right at Home West LA is looking for an exceptional Caregiver/Personal Care Assistant for our female client in Pacific Palisades area with IMMEDIAT ...
-
Business Office Director
2 weeks ago
Atria Park - Park of Pacific Palisades Los Angeles, United StatesOverview: · We create communities where employees thrive in their work, helping our residents thrive in their homes. · We strive to enhance the lives and exceed the expectations of those we serve every day. To do this, we cultivate the diverse talents of our team members in orde ...
-
Associate Doctor of Veterinary Medicine
1 week ago
Papaya Veterinary Care Los Angeles, United StatesAssociate Doctor of Veterinary Medicine – GP_Urgent Care – Pacific Palisades · We are seeking an Associate Doctor of Veterinary Medicine (DVM) for full-time employment for our Palisades location. · Our hospital is in the wonderful neighborhood of Palisades. It will be a brand-new ...
-
Lifeline Companion Services Los Angeles, United States Full timeWe are seeking an experienced, kind and compassionate MALE CAREGIVER to assist a TOTAL CARE MALE PATIENT located in Pacific Palisades. This is an ongoing, weekly assignment. · SHIFT: · Monday - Friday (ALL DAYS) · 9:00AM - 5:00PM · DUTIES INCLUDE: · Total Care · BENEFITS: · *Dire ...
-
male caregiver needed for male patient
2 days ago
Lifeline Companion Services Los Angeles, United States Part timeWe are seeking an experienced, kind and compassionate MALE CAREGIVER to assist a MALE PATIENT located in Pacific Palisades. · Patient does have mild Dementia, but is a delight You will accompanying him on outings and assist with all ADL's. · SHIFT: · Saturday & Sunday · 8:00AM - ...
-
Design Shop Advisor
3 weeks ago
Serena & Lily Los Angeles, United StatesDESIGN SHOP ADVISOR · PACIFIC PALISADES, CA · Serena & Lily, lifestyle and home furnishings brand, is seeking a part-time Associate/Design Advisor for our Pacific Palisades, CA Storefront. Design Shop Advisors are responsible for creating a best-in-class client experience through ...
-
Sales Advisor
1 day ago
ANINE BING Los Angeles, United States Full timeSales Advisor · ANINE BING is looking for a Sales Advisor/ Stylist to join the team at Pacific Palisades. · The Sales Advisor (which we refer to as Stylist) is the ultimate ambassador for ANINE BING. The person in this role will work with an in-store sales team to drive sales th ...
-
Senior Staff Network Communications Engineer
3 weeks ago
Generac Power Systems Los Angeles, United States Full timeCompany Generac Power Systems · Name Senior Staff Network Communications Engineer - Embedded Firmware - Clean Energy · Req # 62930 · Employment Type Full Time · Shift 1st · Generac is a leading technology company at the forefront of innovation in grid power technologies. As part ...
-
Rich Festa - State Farm Insurance Agent Los Angeles, United StatesJob Description · Job DescriptionMust have P/C Insurance license and have previous Insurance service/sales experience- You will be servicing an existing State Farm agents' book of business as a Customer Service representative, · Company DescriptionLarge State Farm agency in Pacif ...
-
staff services analyst
6 days ago
Department of Parks & Recreation Los Angeles County, United StatesJob Description and Duties · STAFF SERVICES ANALYST (PERMANENT INTERMITTENT) – ANGELES DISTRICT / WILL ROGERS STATE HISTORIC PARK · The reporting location is Will Rogers State Historic Park, 1501 Will Rogers State Park Road, Pacific Palisades, CA. This position will work under t ...
-
Cafe Team Member
3 days ago
E D Baldi Los Angeles, United StatesJob Description · Job Descriptionedo bites is one of the fastest growing, most popular cafes in LA. We have locations in at The Grove and Pacific Palisades. · The Palisades Village location is very busy and requires a team member who is quick, great with customers, and able to ad ...
Customer Relationship Officer- Pacific Palisades - Los Angeles, United States - Banc of California
Description
Customer Relationship Officer- Pacific PalisadesBanc 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. They will 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. They will serve as a hybrid Relationship Banker to ensure exceptional customer experience as well as focusing on sales and service. Performs all duties in accordance with the companys policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
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.
If you require reasonable accommodation as part of the application process please contact Talent Acquisition Partner.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).
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.
Customer Relationship Officer- Pacific Palisades professionals in Los Angeles
-
Yuliia Martynenko
Event Planner
-
Nancy Cruz
Self taught baker
-
Speed Walton Bey
Professional at being professional
-
Nour Habater
Executive Assistant/Community manager
-
Karishma Bhandari
Administrative Assistant
-
Adilene Madrigal
Bilingual Customer Service Specialist