Client Services Representative

@ Banc of California

About Banc of California

Banc of California, Inc. (NYSE: BANC) is a premier relationship-based business bank headquartered in Los Angeles. It offers a broad range of loan, deposit products, treasury management services and full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to community support, financial literacy, and career development.

The Opportunity

The Client Services Representative is responsible for ensuring all client documentation and regulatory requirements are met for loan and deposit accounts. This role manages major client relationships and oversees internal Venture Banking functions affecting clients.

• Front line service support and relationship management.
• Monitor documentation and ensure compliance with regulations.
• Process monetary transactions and account maintenance on IBS.
• Cross-sell bank products and provide research assistance.
• Resolve disputes using independent judgment with bank policies.

What You’ll Bring

Required: Over 3 years of experience and an Associate’s degree or equivalent work experience, with a preference for a bachelor’s degree. Must have strong problem solving, organizational skills, effective communication, and a proven track record in managing large client accounts.

How We’ll Support You

• Financial Security: 401k with company match and immediate vesting.
• Health & Well-Being: Comprehensive insurance plans.
• Family Support: Adoption, parental leave and family care benefits.
• Time Off: Paid vacation, holidays and volunteer time.
• Career Growth: Tuition reimbursement, mentorship, and leadership development.

Key Skills/Competency

• Client Service
• Relationship Management
• Compliance
• Documentation
• Account Maintenance
• Transaction Processing
• Cross-Selling
• Communication
• Problem Solving
• Team Collaboration