Customer Relationship Officer - Placentia

Banc of California
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 2+ yearsEducation: high_schoolSkills: ["Customer service","Relationship building","Problem-solving","De-escalation","Accuracy"]

Process customer and bank transactions accurately in accordance with policies, procedures, and applicable regulations. Model excellent customer service in branch banking, support tellers with policy/procedure knowledge, and help mitigate losses and risk. Approve transactions within established limits, maintain security and cash/negotiable item accountability, respond to requests from operations teams, and identify customer needs to refer relevant financial products.

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FursaFursa
Banc of California
Banc of California
2 days ago

Customer Relationship Officer - Placentia

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live

Job Summary

Process customer and bank transactions accurately in accordance with policies, procedures, and applicable regulations. Model excellent customer service in branch banking, support tellers with policy/procedure knowledge, and help mitigate losses and risk. Approve transactions within established limits, maintain security and cash/negotiable item accountability, respond to requests from operations teams, and identify customer needs to refer relevant financial products.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Process transactions accurately and efficiently in accordance with established policies, procedures, and applicable laws.
  • •Support Teller and Branch Operations Manager activities related to losses, differences, and risk mitigation.
  • •Approve customer and bank transactions within established limits (e.g., cashier’s checks, wire transfers, deposits).
  • •Maintain branch security and accountability of cash and negotiable items, including adherence to cash/ATM limits.
  • •Respond to email/calls and requests from operations and business units; identify customer needs and refer financial products.

Pay and Benefits

Perks:401kHealth InsuranceDentalVisionHsaFsaPaid Leave

Key Requirements

  • •Minimum two years of recent experience in branch operations.
  • •Basic understanding of Treasury Management, including wire procedures and policies.
  • •Solid understanding of key branch systems and basic end-user knowledge of Word and Excel.
  • •High School diploma or equivalent.
  • •Ability to organize and prioritize accurately, take operational responsibility, and know when to escalate.
Experience:2+ yearsBanking
Education:High School
Skills:Customer serviceRelationship buildingProblem-solvingDe-escalationAccuracy
Tech Stack:WordExcel

Company Brief

Banc of California
Provides commercial and business banking services including deposits, lending, treasury management, and specialty financing for small and middle-market businesses, entrepreneurs, and real estate clients through its U.S. banking operations.
Industry: Corporate Banking
Company Size: Enterprise (1,001+ employees)
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Los Angeles, United States
Founded: 1941
WebsiteLinkedIn