Financial Services Officer - La Jolla

Overview:

The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.

JOB SUMMARY:

The Financial Services Officer is responsive to the needs of both internal and external customers by maintaining a thorough knowledge of and introducing Bank services and products that may be of interest to them. Incumbents in this position are typically more experienced in New Accounts who can handle the full range of retail and commercial transactions in accordance with company guidelines.

Responsibilities:

• In accordance with company guidelines, handle all facets of new accounts including opening new

• Cross-selling Banc of California products and services through a thorough knowledge of services

• Assist with daily and monthly audits and certifications. Prepare documentation for new accounts

• Maintain a high-level knowledge of legal documentation required for various entity types.

• Have a knowledge of and be a backup to other operational duties including Teller and

• Provide assistance with end of day closing, to include cash balancing (vault & ATM).

• Maintain a high-level knowledge oftreasurymanagement products and the ability to identify

• Help with the training and onboarding of new team members.
• Participate and contribute to the branch’s overall goals.
• Perform other duties as assigned.

If you require reasonable accommodation as part of the application process please contact Talent Acquisition Partner.

Qualifications:

• Required: 3 years in new accounts
• Required: High School Diploma or equivalent
• Preferred: Associate’s degree or higher

Salary Range: $49,500.00-$67,000.00 USD; Final salary to be determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with geographic/market data.