ACHIEVING EXCELLENCE
THROUGH CLIENT SERVICE
The journey of completing a large-scale Treasury Management installation project in half the usual time.
During our conversation with a large quick-service restaurant (QSR) franchiser and long-time deposit client, they conveyed that they were unhappy with their third-party cash management services. The system was inefficient and risky for employees, but primarily the client was frustrated by the increasing costs.
While they weren’t exactly asking for our help directly, we listened intently and soon had a tailored solution in mind. If they were to replace their outdated collections drop-off system for all their locations, they would reduce their costs and safety risks while improving efficiency by significantly reducing the amount of time to process deposits.
Timing is everything.
The client liked the proposed solution but was concerned about the impact on operations. With over 120 QSR locations, it seemed to be a four-month project. At Banc of California, we believe we can do better for our clients, and it was time to come through.
The result? Sixty days, start to finish—exceeding client expectations.
When the client gave the go-ahead, 126 smart safes were installed in just 60 days, half the time of a standard installation.
How we did it.
Because Banc of California is a full-service business bank, our business unit experts know each other well and work together to find client solutions. This was precisely the case when our Commercial Banking and Treasury Management teams partnered to find and deliver the best solution.
Each team had experience in the food and beverage industries, as well as knowledge of the latest cash management systems. Best of all, they had what was needed to offer premier service for the client:
- They committed to providing the client a quick and efficient smart safe installation process across all 126 franchise locations, as well as the savings they wanted
- The Treasury Management team called on other department leaders and experts across the Bank to build an aggressive and successful installation plan
- They leveraged our partnership with key contacts at our smart safe vendor to create an action plan with clear expectations
The Banc of California Difference.
As many businesses have discovered, large banks have to gain project approvals and buy-in from different levels of their organization, which takes multiple meetings, more time and delayed results.
By contrast, Banc of California is a relationship-focused and solutions-driven bank. Our Relationship Managers and Treasury Management team have direct and quick access to experts throughout our organization.
That’s how we were able to be responsive and come through for our client, delivering the savings and efficiencies they didn’t believe were possible at first, but which they now enjoy. By providing expertise, premier client service and tailored solutions, our Treasury Management team contributed to the client’s financial success. That’s the Banc of California Difference.
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