Banc of California

1 week ago

AVP, HOA Relationship Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 14 hours agoStatus: Live

Job Summary

Provide relationship and customer-service support for Homeowners Association (HOA) clients by onboarding new accounts and training clients on Banc of California products, systems, and services. Serve as a primary contact and escalation point for key client principals, manage and retain an assigned client portfolio, and handle complex service requests. Analyze account activity for exposure and risk related to wires, ACH, overdraft conditions, and uncollected funds usage.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Manage and retain an assigned portfolio of management company and association clients
•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 the calling schedule (Teams and in person)
•Analyze data and recommend exposure/risk to the bank on new accounts and related transactions

Pay and Benefits

Perks:401kHealth InsuranceDentalVisionPaid LeaveParental LeaveLearning Budget

Key Requirements

•4 to 5 years of Treasury Banking experience in a client-facing role
•Understand banking principles and regulations applicable to the job function and industry
•Strong critical thinking skills
•Excellent written and verbal communication plus interpersonal skills
•Demonstrated computer skills including MS Office and mainframe computer systems

Experience:4-5 yearsBankingTreasury

Education:High School

Skills:Critical thinkingCommunicationInterpersonal skillsCustomer serviceIntegrity

Tech Stack:MS OfficeMainframe computer systemsMicrosoft TeamsWire transfersACH

Company Brief

Banc of California

Provides commercial and business banking services including deposits, lending, treasury management, and specialty financing for small and middle-market businesses, entrepreneurs, and real estate clients through its U.S. banking operations.

Industry: Corporate Banking

Company Size: Enterprise (1,001+ employees)

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Los Angeles, United States

Founded: 1941

Website LinkedIn

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Banc of California

1 week ago

AVP, HOA Relationship Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 14 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Manage and retain an assigned portfolio of management company and association clients
•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 the calling schedule (Teams and in person)
•Analyze data and recommend exposure/risk to the bank on new accounts and related transactions

Pay and Benefits

Perks:401kHealth InsuranceDentalVisionPaid LeaveParental LeaveLearning Budget

Key Requirements

•4 to 5 years of Treasury Banking experience in a client-facing role
•Understand banking principles and regulations applicable to the job function and industry
•Strong critical thinking skills
•Excellent written and verbal communication plus interpersonal skills
•Demonstrated computer skills including MS Office and mainframe computer systems

Experience:4-5 yearsBankingTreasury

Education:High School

Skills:Critical thinkingCommunicationInterpersonal skillsCustomer serviceIntegrity

Tech Stack:MS OfficeMainframe computer systemsMicrosoft TeamsWire transfersACH

Company Brief

Banc of California

Industry: Corporate Banking

Company Size: Enterprise (1,001+ employees)

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Los Angeles, United States

Founded: 1941

Website LinkedIn