Client associate Jobs in Fullerton, CA

Officer, Client Banking Supervisor

Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent company of Banc of California. Banc of California is one of the nation's premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities. The bank also provides full-service payment processing solutions to its clients and serves the Community Association Management industry nationwide through its technology forward platform, SmartStreet.

Banc of California is committed to supporting its local communities through the Banc of California Charitable Foundation and by partnering with organizations that promote financial literacy, job training, small business support, affordable housing, and more. At Banc of California, our success is powered by our people and a shared commitment to delivering meaningful results. We foster an environment where entrepreneurial thinking is encouraged, and accountability and operational excellence are expected. Our team members are empowered to take ownership, make informed decisions, and make a meaningful impact as the bank continues to grow and evolve. We are dedicated to supporting your growth and wellbeing through comprehensive benefits, robust development opportunities, and inclusive programs that enable you to perform at your best. Together we win!

The Opportunity: Responsible for supervising and providing leadership, coaching and guidance to a team of Client Banking Officers to ensure our clients and business partners receive exceptional service. Performs a variety of other management related functions and assists with the servicing of our consumer and business 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.

How You'll Make a Difference: 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. Assists with escalated issues from Community Banking, Business Banking, and 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 Involved with interviewing and hiring decisions. Prepare and deliver employee performance evaluations, goal planning, and counseling. Manage, support, coach and train employees. Follow all established policies and procedures. Perform other duties and projects as assigned.

What You'll Bring: 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 and/ or Bachelor's degree from an accredited college or university preferred. 1-3 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 High School diploma or equivalent required

How We'll Support You: Financial Security: You will be eligible to participate in the company's 401k plan which includes a company match and immediate vesting. Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA). Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off. Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.