THE OPPORTUNITYProvide exceptional customer service through setup, implementation and training of new and existing clients on all selected products and services for the Homeowners Association industry vertical market. Provide a high level of responsiveness as the first point of contact to key principals of top-tier clients and as the first escalation contact point for representatives of our clients. 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- Manage and retain a portfolio of management company and association clients as assigned.
- Implement and train new and existing clients on products, systems and services.
- Process complex customer service requests and establish products.
- Perform retention calling activities in accordance with calling schedule (Teams and in person).
- Analyze data and make recommendations as to exposure and possible risk to bank on new accounts, wire transfers, ACH, overdraft conditions and uncollected funds usage.
- Adhere to the Bank policies, procedures and core values.
- Recognize cross-sell opportunities and refer business accordingly.
- Complete all required training and certifications by deadlines.
- Complete projects and tasks as assigned and assist with implementation of department initiatives.
- Follow all established policies and procedures.
- Perform other duties and projects as assigned.
WHAT YOU'LL BRING- Minimum of 4 to 5 years of Treasury Banking experience in a client-facing role required
- Understand banking principles and regulations applicable to job function and industry niche
- Strong critical thinking skills
- Excellent written and verbal communication skills and excellent interpersonal skills
- Demonstrate strong computer skills, including MS Office and mainframe computer systems
- Knowledge of products & services, policies and procedures
- Conduct Teams meetings
- Possess excellent customer service, follow-up and leadership skills
- Must model the highest degree of honesty, integrity and reliability
- Ability to facilitate effective virtual meetings with internal and external partners
- Independent worker with ability to contribute to team's initiatives
- 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 LinkedIn Learning, and more.
SALARY RANGEThe base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.
