Private Client Services Officer

Job overview

The Private Client Services Officer is an onsite role based in Santa Ana, CA, with an hourly pay range of $21.39 to $32.21. This position supports the Banc of California private banking team in managing affluent client relationships. The role is responsible for managing all facets of affluent consumer and business client relationships, including onboarding, account maintenance, and treasury management support. The officer serves as a subject matter expert, ensuring exceptional client service and adherence to regulatory standards.

What you'll do

• Open new accounts
• manage account maintenance
• support treasury management implementation
• resolve client inquiries
• ensure compliance with BSA/AML and KYC regulations
• process wire transfers.

What we're looking for

Skills & competencies

full-time

day shift

santa ana ca

banc of california

private banking

client services

banking

finance

onsite

account management

Work arrangement

• Weekend coverage required

Benefits & perks

• 401k with match, comprehensive health insurance, tuition reimbursement.

Why this role

High-touch service for affluent consumer and business clients.

About the employer

Banc of California is hiring for this role. Industry: Savings Institutions and Other Depository Credit Intermediation. Sector: 52.