Customer Relationship Officer - Dana Point

Customer Relationship Officer – Dana Point

Banc of California is a bank holding company headquartered in Los Angeles with a relationship‑based business model focused on small, middle‑market, and venture‑backed businesses. The bank’s culture emphasizes entrepreneurialism, operational excellence, and superior analytics and supports local communities through financial literacy, job training, and affordable housing initiatives.

• Provide teller support relative to losses, differences, and risk mitigation.
• Approve customer and bank transactions within established limits, including cashier’s checks, wire transfers, and deposit processing.
• Apply banking policies and procedures accurately to daily tasks and contribute positively to branch audit and certification results.
• Maintain branch security, ensure accountability of all cash and negotiable items, and adhere to branch and ATM cash limits.
• Respond to back‑office operations and other business unit requests via email, phone, and other communication channels.
• Identify customer needs and refer financial products and services.
• Demonstrate integrity, respect, and ethical conduct, upholding organizational values and the EEO policy.
• Follow policies and procedures, complete tasks correctly and on time, and support the company’s goals and values.
• Perform the position safely, reporting potentially unsafe conditions and complying with occupational safety and health standards and all OSHA rules and regulations.
• Perform other duties and projects as assigned.

• Minimum two years of recent experience in branch operations.
• High School Diploma or equivalent.
• Solid knowledge of all key branch systems; basic end‑user knowledge of Word and Excel.
• Strong organizational, solution‑oriented mindset with the ability to prioritize and escalate when appropriate.
• Operational responsibility and client‑service orientation; ability to resolve complex issues and guide tellers in client resolution questions.
• Ability to build internal and external relationships, de‑escalate situations, and guide teammates as needed.
• Responsiveness, friendliness, and credibility; collaborative interaction with internal partners and high‑touch clients.
• Continuous learning of products, technology, and procedures to answer questions with minimum required information.
• Accountability for appropriate risk handling and decision making at the required level.

• Eligible for the company’s 401(k) plan with a company match and immediate vesting.
• Comprehensive medical, dental, vision, AD&D, supplemental life, long‑term disability, pre‑tax Health Savings Account, and Flexible Spending Account (FSA).
• Adoption, surrogacy, fertility assistance, paid parental leave, and family support solutions.
• Paid vacation days, holidays, and volunteer time off.
• Career growth resources: tuition reimbursement, annual mentorship program, leadership development, Linked In Learning, and more.

The base salary is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.

All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, sexual orientation, gender identity, citizenship status, ancestry, age, marital status, veteran status, disability, or any protected category set forth in applicable federal, state or local laws. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.