HOA Client Services Specialist

BANC 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. 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 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.

• Front line client service support
• Provide phone support to client(s) via inbound calls
• Must 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 client
• Have a strong understanding of HOA Client Service and Bank’s policy & procedures
• Possess strong discernment and be risk adverse, when processing client monetary requests
• Provide website navigation and low-level technical support
• Complete client requests in a timely manner that’s governed by our established service level agreements
• Process monetary transactions for customer accounts
• Process account maintenance/updates & corrections on IBS
• Strong knowledge of the Bank’s services and products for client support
• Provide research assistance and information to customers.
• Resolve customer disputes by using independent judgment and knowledge of bank policies and procedures
• Must possess overwhelming curiosity of understanding the mechanics of HOA business and exploring solutions for our clients
• Relentless follow up and prioritization skill set is required
• Must possess great communication skills verbally and written to communicate research findings to clients on remittance or depository items
• Must be able to handle tight deadlines on requests, specifically fraud intake requests
• Follow all established policies and procedures.
• Perform other duties and projects as assigned.

• Required:
  
  3-5 years’ work experience in Financial Institutions.
• 1-2 years’ work experience in Customer Service preferred
• 1-2 years’ work experience in Call Center preferred
• 2-3 years’ work experience in Banking Branch preferred
• Required:
  
  High School or equivalent
• Associate’s degree preferred.
• HOA Banking experience preferred.
• Extre…