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  • HOA Senior Client Services Specialist

    Banc of California (Santa Ana, CA)



    Apply Now

    Description

    BANC OF CALIFORNIA AND YOUR CAREER

    Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.

     

    At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values – Entrepreneurialism, Operational Excellence, and Superior Analytics – empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN®

    THE OPPORTUNITY

    The HOA Department provides Property Management Companies and Homeowner’s Associations with deposit solutions. Opening new HOA business accounts, superseding signers on accounts, and the setting up of new account services (Online banking, ACH, Remote Deposit, Lockbox, etc.) in an effective and timely manner. Process mailed account deposits and handle customer service requests and issue resolutions, daily.

     

    As the Senior HOA Client Services Specialist you will assist with day to day Department operations; Review and approve reports and completed Department work; Provide account exception approvals when needed. Prioritize daily Department workflow, while also providing top level support for customers, co-workers, upper management and other PWB internal Departments. Support the meeting of objectives and standards to achieve the Department’s and Bank’s overall deposit goals. 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

    + Open and close accounts such as checking, savings, and CD’s

    + Supersede accounts

    + Input new accounts on IBS Deposit Origination and submit complete packages for callback review

    + Accurately review and, where needed, approve, completed Department work

    + Provide top level customer service and support via email and over the phone

    + Prepare and Process BeB and other Cash Management Service set-up documents

    + Handle Large Item and Nonpost resolutions and approvals

    + HOA Documentation Ticklers: contact clients regarding missing documentation and keep updated logs

    + Work with appropriate Loan Officers to handle ACH renewals and increases

    + Attend weekly Fiserv calls regarding open Lockbox issues and report contents of calls to Department Manager

    + Third Party Vendor Invoice payment preparation, review and callback

    + Prepare, or review and approve, Operations Certifications monthly

    + Assist department Manager in the mitigation of loss and security

    + Signing authority where appropriate

    + Deepen customer relationships through regular interaction and Know Your Customer standards

    + Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions.

    + Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.

    + Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values.

    + Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.

    + Performs other duties and projects as assigned.

    WHAT YOU’LL BRING

    + Minimum of three to four years of recent New Accounts experience

    + Minimum of three to four years of recent General Banking experience

    + Thorough understanding of operational PWB policies and procedures preferred

    + Ability to prepare documentation for new accounts under bank CIP/BSA and general Banking Regulations

    + Excellent written and verbal communication skills

    + Excellent interpersonal and customer service skills

    + Knowledge of IBS/Deposit Origination, Image Center, Vision Content, preferred

    + Knowledge of Word and Excel 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 offeradoption, 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 RANGE

    The 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.

     

    Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.

     

    Equal Opportunity Employer

     

    This employer is required to notify all applicants of their rights pursuant to federal employment laws.

     

    For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

    Equal Opportunity Employer

    PacWest Bancorp and its affiliates are fully committed to the principles of equal opportunity and diversity. We take pride in building a workplace culture where all employees feel supported and respected, and have equal access to career and development opportunities without regard to race, religion/creed, color, national origin, age, marital status, ancestry, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), gender identity/expression, sexual orientation, veteran status, physical or mental disability, medical condition, military status, genetic information, or any other characteristic protected by federal, state or local laws.

     


    Apply Now



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