HOA Concierge

Responsibilities

• Act as the day-to-day client contact for services relating to Homeowners Association/Property Management clients.
• Onboard and train commercial clients with all Homeowners Association/Property Management Treasury products to include Online banking with wires, Remote Deposit Capture, Bill Pay, ACH, Positive Pay and other products as assigned.
• Educate clients on account services and capabilities.
• Provide first level support to internal/external customer support for all Homeowners Association/Property Management as necessary.
• Assist clients with routine needs such as system functionality questions, moderate level technical issue resolution, etc.
• Open all new business checking, Money Market, CD, ICS and CDARS accounts for Homeowners Association/Property Management clients.
• Ensure appropriate New Account, Treasury Management documents, and agreements are properly completed and executed prior to implementation.
• Proactively time manage internal and external customer expectations when communicating and responding to processing requests, instructions, inquiries, issues, voicemails, and emails to help maintain relationships.
• Provide excellent customer service to support and solve internal and external customer issues.
• Tracks reported issues for consolidation and potential process or system change.
• Aid in projects, activities, and tasks for the HOA Supervisor and Manager.
• Prepare reports daily, monthly, quarterly, and as needed.

Required Skills

• Extensive knowledge of all bank products, services, policies and procedures.
• Proficient PC skills with Microsoft Office applications and e-mail.
• Attention to detail and accuracy.
• Strong written and verbal communication skills.
• Ability to multitask and prioritize workflow.
• Knowledge of Treasury Management products and services.

Required Experience

• A high school diploma or GED and a minimum of 2 years of related banking experience.
• A preferred associate's degree with related banking experience.