AVP, HOA Relationship Manager

Banc of California•Brea, CA

3h•$70,305 - $98,000•Hybrid

About The Position

Provide 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.

Requirements

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

Responsibilities

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.

Benefits

401k plan which includes a company match and immediate vesting
medical, dental, vision, AD&D, supplemental life, long-term disability
pre-tax Health Savings Account with employer contributions
pre-tax Flexible Spending Account (FSA)
adoption, surrogacy, and fertility assistance
paid parental leave and family support solutions including care options for your family
paid vacation days, holidays, and volunteer time off
tuition reimbursement
an annual mentorship program
leadership development resources
access to LinkedIn Learning