HOA Account Servicing Specialist

Hoa Account Servicing Specialist

Banc of California, Inc. 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. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities.

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.

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 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.

How You'll Make A Difference:

• Play a key role in verifying Customer Information Profile (CIP) and Customer Due Diligence (CDD).
• Review all documentation for accuracy and quality.
• Open checking, money market, and certificate of deposit accounts.
• Input new accounts into the 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 the Team Lead to ensure consistency and quality of processes.
• Collaborate with business partners, including Relationship Managers and Regional Account Executives, regarding assigned clients when Relationship Manager intervention is required.
• Perform various account maintenance activities including, but not limited to, change of address requests, name changes, account type changes, and other customer and account-level changes.
• Review account servicing activities performed by others for accuracy, consistency, and compliance with business guidelines and bank policies.
• Follow all established policies and procedures.
• Perform other duties and projects as assigned.

What You'll Bring:

• Minimum of 1 year of direct experience in Hoa Account Servicing.
• Ability to work virtually.
• Team-oriented, collaborative, and able to work independently.
• Excellent written and verbal communication skills.
• Detail-oriented with strong problem-solving skills.
• Knowledge of Microsoft Word, Excel, and Outlook.
• Associate's degree or higher preferred.
• High school diploma or equivalent required.

How We'll Support You:

• 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.