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Banc of California · 1 month ago

HOA Senior Client Services Specialist

Irvine, CA

Full-time

Hybrid

Mid, Senior Level

$23/hr - $35/hr

3+ years exp

Banc of California is a premier relationship-based business bank focused on providing banking and treasury management services. The Senior HOA Client Services Specialist will assist in day-to-day operations, manage account services, and provide top-level customer support while ensuring compliance with policies and regulations.

BankingFinanceFinancial Services

Responsibilities

Open and close accounts such as checking, savings, and CD’s

Supersede accounts

Input new accounts on IBS Deposit Origination and submit complete packages for callback review

Accurately review and, where needed, approve, completed Department work

Provide top level customer service and support via email and over the phone

Prepare and Process BeB and other Cash Management Service set-up documents

Handle Large Item and Nonpost resolutions and approvals

HOA Documentation Ticklers: contact clients regarding missing documentation and keep updated logs

Work with appropriate Loan Officers to handle ACH renewals and increases

Attend weekly Fiserv calls regarding open Lockbox issues and report contents of calls to Department Manager

Third Party Vendor Invoice payment preparation, review and callback

Prepare, or review and approve, Operations Certifications monthly

Assist department Manager in the mitigation of loss and security

Signing authority where appropriate

Deepen customer relationships through regular interaction and Know Your Customer standards

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

New Accounts experienceGeneral Banking experienceOperational policies knowledgeCIP/BSA documentation preparationIBS/Deposit Origination knowledgeCustomer service skillsWord proficiencyExcel proficiencyCommunication skills

Required

Minimum of three to four years of recent New Accounts experience

Minimum of three to four years of recent General Banking experience

Ability to prepare documentation for new accounts under bank CIP/BSA and general Banking Regulations

Excellent written and verbal communication skills

Excellent interpersonal and customer service skills

Knowledge of Word and Excel required

Preferred

Thorough understanding of operational PWB policies and procedures preferred

Knowledge of IBS/Deposit Origination, Image Center, Vision Content, preferred

Benefits

You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting.

We offer 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).

Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.

Eligible team members receive paid vacation days, holidays, and volunteer time off.

To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.