
Customer Relationship Officer
Supports the Bank’s philosophy of Building Excellence and provides excellent customer service. Serves a dual-purpose role fulfilling responsibilities of both a Customer Relationship Officer and Teller. Profiles customers while opening or servicing deposit accounts to determine needs. Responsible for the overall branch customer experience assisting clients by making deposits and withdrawals, cashing checks, performing transfers, issuing bank checks, performing cash advances, processing loan advances and loan payments, cashing savings bonds and any other customer transaction as needed. Processes all types of new account transactions; cross-sells the Bank’s products and services; strives to meet or exceed branch goals. Performs daily check scanning, vault settlement, ATM settlement, night drop deposits, and assists with opening/closing branch procedures as necessary. Multitask among multifaceted job roles to address all service or transaction needs, including cash transactions and opening basic accounts. Researches and resolves cash differences. Coordinates with Branch Manager regarding responses for independent third party and regulatory audits of the department; ensures deficiencies identified from such audits are corrected.
Bachelor’s degree preferred
Ability to remain flexible in order to adapt to changes in the work environment
3+ years of retail banking experience in a financial services industry
1 year experience explaining credit products and accepting/closing loan applications
Customer Relationship Management
Time Management
Drafting and interpretation of bar graphs
Process Improvement
Verbal communication
written communication
Self-Driven
Detail Oriented and Organized
According to JobzMall, the average salary range for a Customer Relationship Officer in 220 S State College Blvd, Brea, CA 92821, USA is $44,734 to $53,629 per year. The salary range will vary depending on the company, education, experience, and other factors. Additionally, the salary range may also vary depending on the location of the job and the specific job duties.
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Banc of California is a bank serving the state of California with 30+ banking branches in Southern California.

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