HOA Account Servicing Specialist - New Accounts Specialist

Hoa Account Servicing Specialist

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 provides full-service payment processing solutions to its clients and serves the Community Association Management industry nationwide through its technology forward platform, Smart Street™.

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.

The HOA Account Servicing Specialist works under general supervision and provides support to clients regarding New Accounts and general Account Servicing. 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. Play a key role in verifying Customer Information Profile (CIP)/Customer Due Diligence (CDD). Review all documentation for accuracy and quality.

Open Checking, Money Market, and Certificate of Deposit accounts. Input new accounts in Bank's core system and submit complete packages for callback review. Supersede signature cards and other documents. Perform Account Closures. Communicate regularly with HOA Senior Account Servicing Specialists, HOA Account Servicing Analysts and Team Lead to ensure consistency/quality of processes. Collaborate with business partners including Relationship Managers and Regional Account Executives regarding their assigned clients if RM intervention is required.

Perform various types of maintenance including but not limited to, Change of Address, Name Changes, account type changes, and all other Customer and account level changes. Follow all established policies and procedures. Perform other duties and projects as assigned.

Minimum of 1 year of direct experience in HOA Account Servicing Associate's degree or higher Ability to work virtually Is team-orientated, collaborative and can also work independently Excellent written and verbal communication skills Detail Oriented and problem solving skills Knowledge working with MSWord, Excel and Outlook High School diploma or equivalent required.

Financial 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 Linked In Learning, and more.