Financial Services Officer - Los Angeles (Wilshire)

Banc of California
Los Angeles
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 1+ yearsEducation: high_schoolSkills: ["Relationship building","Attention to detail","Communication","Organization","Risk awareness"]

Open and maintain retail and commercial customer accounts with accuracy, efficiency, and professionalism. Serve as a knowledgeable point of contact by introducing bank services and cross-selling products based on customer needs. Support daily/monthly audits and account documentation, including CIP/BSA-related compliance. Handle complex new accounts and requests with minimal supervision, and provide operational backup duties such as teller support and end-of-day cash balancing.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Banc of California
Banc of California
1 month ago

Financial Services Officer - Los Angeles (Wilshire)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Open and maintain retail and commercial customer accounts with accuracy, efficiency, and professionalism. Serve as a knowledgeable point of contact by introducing bank services and cross-selling products based on customer needs. Support daily/monthly audits and account documentation, including CIP/BSA-related compliance. Handle complex new accounts and requests with minimal supervision, and provide operational backup duties such as teller support and end-of-day cash balancing.
Location: Los Angeles
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, including ordering checks and notary services.
  • •Cross-sell bank products and services by matching offerings to customer needs.
  • •Assist with daily and monthly audits and certifications and prepare documentation for new accounts under CIP/BSA and other bank policies.
  • •Comprehend complex new account deals and handle complex client requests independently with minimal supervision.
  • •Provide backup operational support, including teller backup, assisting branch operations leaders, and end-of-day cash balancing.

Pay and Benefits

Perks:401kHealth InsuranceDentalVisionPaid LeaveLearning Budget

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 plus basic end-user knowledge of Word and Excel.
  • •Ability to accurately organize and prioritize while handling complex new accounts deals and client requests with minimal supervision.
Experience:1+ yearsBankingBranch bankingTreasury managementRetail bankingCommercial banking
Education:High School
Skills:Relationship buildingAttention to detailCommunicationOrganizationRisk awareness
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