Sr Customer Relationship Officer - Encino

Banc of California
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 4+ yearsEducation: high_schoolSkills: ["Coaching","Mentoring","Problem-solving","Relationship management","De-escalation"]

Lead branch operations support by coaching and training tellers to process transactions accurately and in line with banking policies, procedures, and applicable regulations. Oversee performance relative to losses and risk mitigation, approve customer and bank transactions within established limits, and ensure staff training and policy reviews are implemented. Contribute to audit and certification outcomes, maintain branch security and cash/accountability controls, and support new accounts and customer needs through referrals and escalation as needed.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Banc of California
Banc of California
2 months ago

Sr Customer Relationship Officer - Encino

✓ Verified Job

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

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

Job Summary

Lead branch operations support by coaching and training tellers to process transactions accurately and in line with banking policies, procedures, and applicable regulations. Oversee performance relative to losses and risk mitigation, approve customer and bank transactions within established limits, and ensure staff training and policy reviews are implemented. Contribute to audit and certification outcomes, maintain branch security and cash/accountability controls, and support new accounts and customer needs through referrals and escalation as needed.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Manager level

Key Responsibilities

  • •Support the Branch Operations Manager with teller supervision by coaching and mentoring performance related to losses, differences, and risk mitigation.
  • •Approve customer and bank transactions within established limits, including cashiers checks, wire transfers, and deposit processing.
  • •Ensure training and review of banking policies and procedures are implemented within staff.
  • •Contribute to the branch’s audit and certification results and ensure branch security, including cash and negotiable item accountability.
  • •Support new accounts and act as a reliable back-up, including opening accounts, superseding accounts, and research projects.

Pay and Benefits

Perks:401kHealth InsuranceDentalVisionPaid LeaveParental Leave

Key Requirements

  • •Minimum four years of recent experience in branch operations.
  • •Solid understanding of Treasury Management, including wire procedures and policies.
  • •Mastery of key branch systems; basic end-user knowledge of Word and Excel.
  • •Ability to organize and prioritize while handling multiple functions and knowing when to escalate.
  • •High School diploma or equivalent.
Experience:4+ years
Education:High School
Skills:CoachingMentoringProblem-solvingRelationship managementDe-escalation
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