Financial Services Officer - San Luis Obispo

Banc of California
United States
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringEducation: high_schoolSkills: ["Accuracy","Attention to detail","Organization","Prioritization","Customer relationship management","Communication","Problem-solving"]

Open and maintain retail and commercial customer accounts with accuracy, professionalism, and high service standards. You’ll handle the full new-account workflow, complete documentation required under CIP/BSA and related policies, perform audits/certifications, and cross-sell treasury management products based on customer needs. The role also includes supporting branch operations (including teller backup and end-of-day cash balancing) and helping onboard/training new team members.

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FursaFursa
Banc of California
Banc of California
4 days ago

Financial Services Officer - San Luis Obispo

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 minutes agoStatus: Live

Job Summary

Open and maintain retail and commercial customer accounts with accuracy, professionalism, and high service standards. You’ll handle the full new-account workflow, complete documentation required under CIP/BSA and related policies, perform audits/certifications, and cross-sell treasury management products based on customer needs. The role also includes supporting branch operations (including teller backup and end-of-day cash balancing) and helping onboard/training new team members.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Open new accounts, supersede accounts, and perform account maintenance accurately and efficiently.
  • •Cross-sell Banc of California products and services by matching offerings to customer needs.
  • •Prepare documentation for new accounts under CIP/BSA and other bank policies; conduct audits and certifications.
  • •Input new accounts on IBS and submit complete account packages.
  • •Support branch operations including teller backup, assisting with end-of-day closing and cash balancing, and helping train new team members.

Pay and Benefits

Perks:401kHealth InsuranceDentalVisionLife InsuranceDisabilityFlexible SpendingPaid LeaveParental LeaveRemote Work

Key Requirements

  • •2 years in Branch Banking Operations is required.
  • •High School Diploma or equivalent is required.
  • •Basic understanding of Treasury Management, including wire procedures and policies.
  • •Basic understanding of key branch systems and end-user knowledge of Word and Excel.
  • •Be detailed and accurate with the ability to organize and prioritize; establish and maintain customer relationships.
Experience:BankingBranch bankingTreasury management
Education:High School
Skills:AccuracyAttention to detailOrganizationPrioritizationCustomer relationship managementCommunicationProblem-solving
Tech Stack:IBSWordExcel

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