27 days old

Client Services Specialist

Banc of California
Santa Ana, CA 92701
  • Job Code
    req568

Client Services Specialist

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:

Performs a variety of bank related functions while providing an exceptional service experience to our clients. Ensures the performance of all duties in accordance with the companys policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  1. Answers incoming calls from clients and branches related to checking and savings accounts, debit cards, certificate of deposits and loans.
  2. Troubleshoots and resolves client inquiries regarding online website and mobile application including maintenance and passwords.
  3. Researches and resolves client inquiries in a timely manner, and complete service request forms.
  4. Continually develops and maintains a working knowledge of internal policies and procedures to effectively assist all clients.
  5. Follows established bank policies & procedures, meets and adheres to audit standards. Supports the companys goals and values.
  6. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
  7. Follows policies and procedures; completes tasks correctly and on time; supports the companys goals and values.
  8. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
  9. 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 ones own actions and conduct.
  10. Performs other duties and projects as assigned.

Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation.If you require reasonable accommodation as part of the application process please contact Talent Acquisition Partner.

ESSENTIAL KNOWLEDGE, SKILLS, AND ABILITIES:

  • 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).
  • Ability to work in a collaborative, team-oriented environment.
  • Must demonstrate a passion for client service.
  • Intermediate knowledge of adherence to ECCHO Rules and NACHA Rules.
  • Effective organizational and time management skills.
  • Intermediate skills in computer terminal and personal computer operation; Microsoft Office applications including but not limited to: Word, Excel, PowerPoint and Outlook.
  • Intermediate typing skills to meet production needs of the position.
  • 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.
  • Exceptional oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to clients and employees.
  • Ability to communicate with individuals utilizing a telephone; requires ability to hear and speak effectively on the telephone.
  • Ability to work with general supervision while performing duties.
  • Must be fully vaccinated for
    COVID-19 (i.e., at least 2 weeks after last dose) and, if hired, present proof
    of vaccination by start date.

EDUCATION, EXPERIENCE AND/OR LICENSES:

  • High School Diploma, College Degree preferred
  • Minimum 6 months client service experience.
  • Prior banking or financial services industry experience preferred.






Posted: 2022-07-15 Expires: 2022-08-13
Sponsored by:
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Sponsored by:
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Client Services Specialist

Banc of California
Santa Ana, CA 92701

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