- Handle all facets of new accounts including opening new accounts, superseding accounts, account maintenance, research projects, ordering checks and notary services.
- Cross-selling Pacific Western Bank products and services through a thorough knowledge of services and customer needs.
- Assist with daily and monthly audits and certifications. Prepare documentation for new accounts under the Banks CIP/BSA and other Bank policies.
- Maintain a high-level knowledge of legal documentation required for various entity types.
- Input new accounts on ITI and submit complete package.
- Have a knowledge of and be a backup to other operational duties including Teller and assisting the Assistant Branch Operations Manager and Branch Operations Manager.
- Provide assistance with end of day closing, to include cash balancing (vault & ATM).
- Assist with processing and scanning of daily Teller work.
- Maintain a high-level knowledge of treasury management products and the ability to identify when to cross sell these products.
- Help with the training and onboarding of new team members.
- Participate and contribute to the branchs overall goals.
- Perform other duties as assigned.
- 3 years in new accounts
- High School Diploma or equivalent
- Preferred: Associate`s Degree or higher
- Excellent customer service skills including proper telephone etiquette
- Basic math skills
- Accurate typing and basic computer skills
- Ability to organize and prioritize
- Good written and verbal skills required
- Detailed and accurate in a fast-paced environment
- Ability to work well in a team oriented environment
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Financial Services Officer- San Luis Obispo - Banc of California
Description
Overview:
Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the bank). Banc of California is one of the nations premier relationship-based business banks focused on providing banking and treasury management services to small-, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services through more than 70 full-service branches throughout California and in Denver, Colorado, and Durham, North Carolina, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.
JOB SUMMARY:
The Financial Services Officer is responsible for opening new accounts, performing maintenance with accuracy, efficiency, professionalism, meeting the high quality service delivery standards of the Bank and training others in all aspects of new accounts. The Financial Services Officer is responsive to the needs of both internal and external customers by maintaining a thorough knowledge of and introducing Bank services and products that may be of interest to them. Incumbents in this position are typically more experienced in New Accounts who can handle the full range of retail and commercial transactions.
Responsibilities: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. If you require reasonable accommodation as part of the application process please contact Talent Acquisition Partner.
Qualifications:Required:
Salary Range: $49,000.00-$62,000.00; Final salary to be determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with geographic/market data.
Financial Services Officer- San Luis Obispo professionals in San Luis Obispo
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J. Christopher Toews
Toews Bio & Abram, Inc.