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Banc of California · 2 weeks ago

HOA Client Services Specialist (TEMP up to 6 months)

Escondido, CA

Full-time

Onsite

Mid Level

$44K/yr - $67K/yr

3+ years exp

Banc of California is a premier relationship-based business bank headquartered in Los Angeles, focused on providing banking and treasury management services. The Client Services Specialist will support HOA Property Management companies by ensuring client satisfaction, handling inquiries, and processing transactions while adhering to bank policies.

BankingFinanceFinancial Services

Responsibilities

Front line client service support

Provide phone support to client(s) via inbound calls

Must exercise independent judgement and discretion on matters of significance to both the client and the bank. This requires the ability to interpret and implement bank policies and procedures, while balancing that with the needs of the client

Have a strong understanding of HOA Client Service and Bank’s policy & procedures

Possess strong discernment and be risk adverse, when processing client monetary requests

Provide website navigation and low-level technical support

Complete client requests in a timely manner that’s governed by our established service level agreements

Process monetary transactions for customer accounts

Process account maintenance/updates & corrections on IBS

Strong knowledge of the Bank’s services and products for client support

Provide research assistance and information to customers

Resolve customer disputes by using independent judgment and knowledge of bank policies and procedures

Must possess overwhelming curiosity of understanding the mechanics of HOA business and exploring solutions for our clients

Relentless follow up and prioritization skill set is required

Must possess great communication skills verbally and written to communicate research findings to clients on remittance or depository items

Must be able to handle tight deadlines on requests, specifically fraud intake requests

Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions

Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action

Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values

Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct

Performs other duties and projects as assigned

Qualification

Financial Institutions experienceBanking processes knowledgeMS Office proficiencyCustomer Service experienceHOA Banking experienceAnalytical skillsMulti-taskingCommunication skillsProblem-solving abilitiesTeam player