AVP, HOA Relationship Manager

About the role

Banc of California is seeking a Customer Service Specialist to provide exceptional customer service through setup, implementation, and training of new and existing clients in the Homeowners Association industry vertical market. This position requires a minimum of 4 to 5 years of Treasury Banking experience in a client-facing role.

Responsibilities

• Manage and retain a portfolio of management company and association clients as assigned.
• Implement and train new and existing clients on products, systems, and services.
• Process complex customer service requests and establish products.
• Perform retention calling activities in accordance with calling schedule (Teams and in person).
• Analyze data and make recommendations as to exposure and possible risk to the bank on new accounts, wire transfers, ACH, overdraft conditions, and uncollected funds usage.
• Adhere to the Bank's policies, procedures, and core values.
• Recognize cross-sell opportunities and refer business accordingly.
• Complete all required training and certifications by deadlines.
• Complete projects and tasks as assigned and assist with implementation of department initiatives.
• Follow all established policies and procedures.
• Perform other duties and projects as assigned.

Requirements

• Minimum of 4 to 5 years of Treasury Banking experience in a client-facing role required.
• Understand banking principles and regulations applicable to job function and industry niche.
• Strong critical thinking skills.
• Excellent written and verbal communication skills and excellent interpersonal skills.
• Demonstrate strong computer skills, including MS Office and mainframe computer systems.
• Knowledge of products & services, policies, and procedures.
• Conduct Teams meetings.
• Possess excellent customer service, follow-up, and leadership skills.
• Model the highest degree of honesty, integrity, and reliability.
• Independent worker with ability to contribute to team's initiatives.
• High School diploma or equivalent required.

Qualifications

• High School diploma or equivalent required.

Skills

• Strong critical thinking skills.
• Excellent written and verbal communication skills and interpersonal skills.
• Strong computer skills, including MS Office and mainframe computer systems.
• Knowledge of products & services, policies, and procedures.
• Conduct Teams meetings.
• Possess excellent customer service, follow-up, and leadership skills.

Benefits

• Financial Security: Eligible to participate in the company's 401(k) plan which includes a company match and immediate vesting.
• Health & Well-Being: 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: Partnerships with providers offering 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: Tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.

Pay

The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.

Schedule

N/A