HOA Concierge

Valley Bank•Winter Park, FL

22h

About The Position

The HOA Concierge will serve as the primary day-to-day client contact for Homeowners Association/Property Management clients. This role involves onboarding and training commercial clients on various Treasury products, including Online banking with wires, Remote Deposit Capture, Bill Pay, ACH, and Positive Pay. The concierge will educate clients on account services and capabilities, provide first-level support for internal and external customer service inquiries, and assist with routine needs such as system functionality questions and moderate technical issue resolution. Additionally, the role includes opening new business checking, Money Market, CD, ICS, and CDARS accounts, ensuring all necessary documentation is completed and executed. Proactive time management and excellent customer service are crucial for maintaining client relationships. The concierge will also assist HOA Supervisors and Managers with projects and prepare various reports.

Requirements

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.
High School diploma or GED
A minimum of 2 years of related banking experience.

Nice To Haves

Associate's degree with related banking experience.

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 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.