HOA Client Success & Onboarding Specialist

Responsibilities include but are not limited to:

• 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 provides information on client transaction accounts and other general banking needs.
• Open all new business checking, Money Market, CD, ICS 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.