HOA Concierge

Responsibilities

• Act as the day-to-day client contact for services relating to Homeowners Association/Property Management clients. Onboard and train commercial clients with all Homeowners Association/Property Management Treasury products to include Online banking with wires, Remote Deposit Capture, Bill Pay, ACH, Positive Pay and other products as assigned. Educate clients on account services and capabilities.
• Provide first level support to internal/external customer support for all Homeowners Association/Property Management as necessary. Assist clients with routine needs such as system functionality questions, moderate level technical issue resolution, etc. Also provide information on client transaction accounts and other general banking needs.
• Open all new business checking, Money Market, CD, IC&S and CDARS accounts for Homeowners Association/Property Management clients. Ensure appropriate New Account, Treasury Management documents, and agreements are properly completed and executed prior to implementation.
• Proactively time‑manage internal and external customer expectations when communicating and responding to processing requests, instructions, inquiries, issues, voicemails, and emails to help maintain relationships.
• Provide excellent customer service to support and solve internal and external customer issues. Tracks reported issues for consolidation and potential process or system change.
• Assist HOA Supervisor and Manager with projects, activities and tasks. Prepare reports daily, monthly, quarterly, and as needed.

Required Skills:

• Extensive knowledge of all bank products, services, policies and procedures.
• Proficient PC skills with Microsoft Office applications and e‑mail.
• Attention to detail and accuracy.
• Strong written and verbal communication skills.
• Ability to multitask and prioritize workflow.
• Knowledge of Treasury Management products and services.

Required Experience:

• High School diploma or GED and a minimum of 2 years of related banking experience.

Preferred Experience:

• Associate’s degree with related banking experience.

Full-time

Non‑exempt

1720 Lee Road, Winter Park , Florida 32789 , United States

We provide a comprehensive and competitive total rewards package including base salary determined by factors such as the role, relevant experience, skill set, and geographical location. Eligible positions may also be eligible to receive commission‑based compensation and/or discretionary incentive compensation, which may be awarded as cash or forfeitable equity, recognizing individual performance and contributions.

In addition to financial compensation, we offer a robust suite of benefits tailored to meet diverse employee needs based on eligibility criteria. These include comprehensive health care and insurance plans, retirement savings options, tuition and adoption reimbursement programs, paid time off, mental health support, and other valuable benefits programs. Further details regarding total compensation and benefits will be shared during the hiring process.

The estimated pay range for this job. Disclosing pay information promotes competitive and equitable pay. The actual pay rate will depend on the person's qualifications and experience. $20.53 - $34.23 / hour

In order to support the Fair Compensation Strategy by the US Government, HR Dept., clients are required to adhere to "Pay Transparency Law"; in the impacted states; that have mandated the employers to list the salary ranges in job advertisements or postings for job opportunities and job promotions.

Valley is an equal opportunity/affirmative action employer. All qualified applicants are encouraged to apply and will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status or characteristic.

If you are a person with a disability and need a reasonable accommodation to search or apply for a career opportunity, please call us at , option 2, for assistance with an alternate method of access. A response to your accommodation request may take up to two business days. Other inquiries to this number will not receive a response.