HOA Senior Client Services Specialist

BANC OF CALIFORNIA AND YOUR CAREER

Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly‑owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relationship‑based business banks focused on providing banking and treasury management services to small, middle‑market, and venture‑backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full‑service branches throughout California and Denver, Colorado, as well as full‑stack payment processing solutions through its subsidiary, Deepstack Technologies.

The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.

At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values – Entrepreneurialism, Operational Excellence, and Superior Analytics – empower us in creating a dynamic and inclusive workplace.

We are committed to supporting your growth and well‑being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN®

The Senior Client Services 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.

We’re seeking a qualified person that will service client’s needs, have amazing follow up skills and seek first touch resolution on all requests. The qualified candidate will be resourceful to come up with solutions for the client’s needs and seek for efficiencies and improving our servicing efforts. The qualified candidate will be influential with galvanizing clients around requirements needed for their servicing needs.

The candidate must possess the skillset of enablement and tenacity of having a passion for helping others and overcoming obstacles to complete a client’s request. Provide account exception approvals when needed. Prioritize daily Department workflow, while also providing top level support for customers, co‑workers, upper management and other internal Departments. 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.

• 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…