Specialist, HOA

Valley Bank•Winter Park, FL

About The Position

This role serves as the primary day-to-day client contact for Homeowners Association/Property Management clients, focusing on onboarding and training them on various Treasury products. The Specialist will educate clients on account services and capabilities, provide first-level support for internal and external customers, and handle routine needs such as system functionality questions and moderate technical issue resolution. Additionally, the role involves opening new business accounts, ensuring proper documentation, managing client expectations through proactive communication, and assisting supervisors with projects and report preparation.

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.
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.