Officer, Client Banking Manager

Banc of California, Inc. (NYSE: BANC) is a bank holding company with approximately $9.4 billion in assets and one wholly-owned banking subsidiary, Banc of California, N.A. (the “Bank”). With our 600+ dedicated professionals, we provide customized and innovative banking and lending solutions to businesses, entrepreneurs and individuals throughout California. We proudly partner with community organizations that provide financial literacy, job training, small business support, and affordable housing to help improve the communities where we live and work. With a commitment to service and building enduring relationships, we provide a higher standard of banking.

JOB SUMMARY:

Responsible for managing and providing leadership, coaching and guidance to a team of Client Banking Officers to ensure our clients and business partners receive exceptional service. Manages the daily operations of new account onboarding, servicing, support and fulfillment for Relationship Managers and their clients. Ensures the effective, efficient and successful onboarding and implementation of new and existing clients providing a high-end client experience. Performs a variety of other management related functions and assists with the servicing of business and consumer clients. Performs all duties in accordance with the company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates.

• Coordinates daily activities of the team including, but not limited to, effective delegation of assignments, developing work schedules, providing necessary training & guidance. At times may act as Team Manager during his/her absence.
  
• Manages a team focused on the service and support of our non-branch Relationship Managers, customers and their accounts. Team will be focused on onboarding and servicing of these accounts.
  
• Utilizes workforce management system to monitor calls and completes quality forms. Provides coaching and training on improving the overall service experience. Tracking and measuring results.
  
• Assists with escalated issues from Business Banking, Commercial Banking, Specialty Banking, CRE/Loan Servicing and other internal lines of businesses. Ensures all issues are resolved and supports the company’s goals and values.
  
• Processes, reconciles and/or approves routine and complex transactions of varying risk and financial value in accordance with established policies and procedures. Identifies and addresses exceptions and may resolve escalated items. Partners internally with service partners to route calls, documents or other action items to complete transactions.
  
• Reviews transactions and verifies work processes to ensure completeness, accuracy and conformance to established service levels and applicable policies and procedures. May review reports to identify exceptions, monitor quality and ensure compliance. May participate in risk mitigation activities.
  
• Leads by example, assumes responsibilities where a gap needs to be filled. Sets high standards & follows established bank policies and procedures, meets and adheres to audit requirements.
  
• Consistently evaluates processes and looks for ways to improve overall productivity and accuracy.
  
• Performs personnel actions including performance appraisals, disciplinary actions, and interviewing candidates for employment, and supervises the daily activities of the team.
  
• Continually develops and maintains a working knowledge of internal policies and procedures.
  
• Follows established bank policies & procedures, meets and adheres to audit standards. Supports the company’s goals and values.
  
• Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
  
• Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.
  
• Performs duties specific to the position and other functions as assigned by Management.

• Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA).
• Demonstrate knowledge of, adherence to ECCHO Rules, NACHA Rules.
• Ability to work in a collaborative, team-oriented environment.
• Intermediate skills in computer terminal and personal computer operation; Microsoft Office applications including but not limited to: Word, Excel, PowerPoint and Outlook.
• Intermediate math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs.
• Effective organizational and time management skills.
• Exceptional oral, written and interpersonal communication skills.
• Ability to make decisions that have moderate impact on the immediate work unit and cross functional departments.
• Ability to organize and prioritize work schedules on a short and long-term basis.
• Ability to provide consultation and expert advice to management.
• Ability to make informal and formal presentations, inside and outside the organization; speaking before assigned team or other groups as needed.
• Ability to deal with complex difficult problems involving multiple facets and variables in non- standardized situations.
• Ability to work with little to no supervision while performing duties.

• High School diploma required. Bachelor’s degree from an accredited college or university preferred.
• Minimum 3 years of supervisory/management experienced preferred.
• 3 years of prior banking or financial services industry experience required.
• 1-3 years of related work experience and/or training. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be applicable to the financial industry.

SALARY RANGE: $64,535.78 - 101,372.16; Exact compensation may vary based on skills, experience, and location.