Apply on Employer Site

Banc of California · 16 hours ago

HOA Senior Client Services Specialist

Irvine, CA

Full-time

Onsite

Mid, Senior Level

3+ years exp

Banc of California is a premier relationship-based business bank headquartered in Los Angeles. The Senior Client Services Specialist will be responsible for ensuring client satisfaction and retention by supporting HOA property management companies with their banking needs and providing excellent customer service.

BankingFinanceFinancial Services

Responsibilities

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

Provide research assistance and information to customers

Provide website navigation and low-level technical support

Process monetary transactions for customer accounts

Process account maintenance/updates & corrections on IBS

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

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

Relentless follow up and prioritization skill set is required

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

Complete and resolve exception items that involve orphaned debits/credits

Handle large items and non-post resolutions and approvals. Assist department Manager in the mitigation of loss and security

Accurately review and, where needed, approve, completed Department work. Signing authority where appropriate

Manage, resolve and perform workflow on requests from internal/external parties that are received to internal group mailbox

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

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 strong understanding of HOA Client Service and Bank’s policy & procedures and the Bank’s services and products for client support

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

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

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; promotes working environment free of harassment of any type

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

Client serviceBanking experienceCommunication skillsMicrosoft OfficeIBS/Deposit OriginationFollow-up skillsProblem-solvingTeam collaborationAttention to detail

Required

High School diploma or equivalent required

Minimum 3 years' banking experience in call center, branch banking, or customer service required

Excellent written and verbal communication skills

Microsoft Office suite

Preferred

Branch banking experience is 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.