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Banc of California · 1 day ago

AVP, HOA Relationship Manager

Irvine, California, United States

Full-time

Onsite

Mid Level

$70K/yr - $98K/yr

4+ years exp

Banc of California, Inc. is a premier relationship-based business bank focused on providing banking services to small and middle-market businesses. The AVP, HOA Relationship Manager will provide exceptional customer service and manage a portfolio of clients in the Homeowners Association industry, ensuring successful implementation and training on products and services.

BankingFinanceFinancial Services

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 bank on new accounts, wire transfers, ACH, overdraft conditions and uncollected funds usage

Adhere to the Bank 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

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

Treasury Banking experienceBanking principles knowledgeCustomer service skillsMS Office proficiencyCritical thinking skillsVirtual meeting facilitationIndependent workerCommunication skillsInterpersonal skillsLeadership skills

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

Must model the highest degree of honesty, integrity and reliability

Ability to facilitate effective virtual meetings with internal and external partners

Independent worker with ability to contribute to team's initiatives

Highschool diploma or equivalent required

Required: Minimum of 4 to 5 years of Treasury Banking experience in a client-facing role

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.