AVP, HOA Relationship Manager

Banc of California
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 4-5 yearsEducation: high_schoolSkills: ["Critical thinking","Communication","Interpersonal skills","Customer service","Integrity"]

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.

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FursaFursa
Banc of California
Banc of California
1 month ago

AVP, HOA Relationship Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 9 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
WebsiteLinkedIn