HOA Client Services Specialist

HOA Client Services SpecialistBANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent company of Banc of California. Banc of California is one of the nation's premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. The bank also serves the Community Association Management industry nationwide through its technology forward platform, SmartStreet. Banc of California is committed to supporting its local communities through the Banc of California Charitable Foundation and by partnering with organizations that promote financial literacy, job training, small business support, affordable housing, and more. At Banc of California, our success is powered by our people and a shared commitment to delivering meaningful results. We foster an environment where entrepreneurial thinking is encouraged, and accountability and operational excellence are expected. Our team members are empowered to take ownership, make informed decisions, and make a meaningful impact as the bank continues to grow and evolve. We are dedicated to supporting your growth and wellbeing through comprehensive benefits, robust development opportunities, and inclusive programs that enable you to perform at your best. Together we win!The OpportunityThe Client Service Specialist is a pivotal member of the HOA Services Organization. This representative will play a key role in client satisfaction and client retention by supporting a multi-billion dollar client base consisting of HOA Property Management companies. These Property Management companies are seeking support with payment/depository research, copies of statements and website navigation of our proprietary technology, the HOA Platform. Performs all duties in accordance with the Company's policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates.How You'll Make a DifferenceFront line client service supportProvide phone support to client(s) via inbound callsMust 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 clientHave a strong understanding of HOA Client Service and Bank's policy & proceduresPossess strong discernment and be risk adverse, when processing client monetary requestsProvide website navigation and low-level technical supportComplete client requests in a timely manner that's governed by our established service level agreementsProcess monetary transactions for customer accountsProcess account maintenance/updates & corrections on IBSStrong knowledge of the Bank's services and products for client supportProvide research assistance and information to customers.Resolve customer disputes by using independent judgment and knowledge of bank policies and proceduresMust possess overwhelming curiosity of understanding the mechanics of HOA business and exploring solutions for our clientsRelentless follow up and prioritization skill set is requiredMust possess great communication skills verbally and written to communicate research findings to clients on remittance or depository itemsMust be able to handle tight deadlines on requests, specifically fraud intake requestsFollow all established policies and procedures.Perform other duties and projects as assigned.What You'll BringRequired: 3-5 years' work experience in Financial Institutions.1-2 years' work experience in Customer Service preferred1-2 years' work experience in Call Center preferred2-3 years' work experience in Banking Branch preferredRequired: High School or equivalent Associate's degree preferred.HOA Banking experience preferred.Extremely knowledgeable on banking processes, chargebacks and returns preferred.Able to complete work daily under tight deadlinesBranch teller skillsGreat multi-taskerAbility to communicate appropriately and effectively with all members of the organizationHighly self-motivated and ability to work independentlyProven analytical, evaluative, and problem-solving abilitiesAbility to handle multiple projects and work in a collaborative settingAmazing interpersonal skills and team playerGreat influence on othersExcellent written and verbal communication skillsStrong proficiency with MS Office suite required (MS Word, Excel and PowerPoint)High School diploma or equivalent requiredHow We'll Support YouFinancial Security: You will be eligible to participate in the company's 401k plan which includes a company match and immediate vesting.Health & Well-Being: 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).Building & Supporting Your Family: 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.Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off.Career Growth Opportunities: 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.