Banc of California

4 months ago

HOA Client Services Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Support HOA Property Management clients within the HOA Services Organization by handling inbound phone requests, providing website navigation and low-level technical support, and conducting payment/depository research. Process customer monetary transactions and account maintenance updates, resolve customer disputes using bank policy knowledge, and complete requests within service level agreements while managing risk and fraud intake deadlines.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Support (Service Desk)

Seniority: Mid level

Key Responsibilities

•Provide front-line client service support via inbound calls.
•Perform payment/depository research and provide research assistance to customers.
•Navigate the website and provide low-level technical support for the HOA Platform.
•Process monetary transactions and complete account maintenance/updates and corrections on IBS.
•Resolve customer disputes and handle time-sensitive requests, including fraud intake, in line with service level agreements and bank policies.

Pay and Benefits

Perks:401kHealth InsuranceDentalVisionPaid LeaveFlexible Spending

Key Requirements

•3-5 years of work experience in financial institutions.
•1-2 years of customer service experience (preferred) and call center experience (preferred).
•2-3 years of banking branch experience (preferred).
•High school or equivalent required (associate’s degree preferred).
•Strong proficiency with the MS Office suite (MS Word, Excel, PowerPoint).

Experience:3-5 yearsFinancial servicesBanking

Skills:Independent judgmentRisk awarenessCommunicationAnalytical problem-solvingTeamwork

Tech Stack:HOA PlatformSmartStreetIBSMS OfficeMS WordExcelPowerPoint

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

4 months ago

HOA Client Services Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Support (Service Desk)

Seniority: Mid level

Key Responsibilities

•Provide front-line client service support via inbound calls.
•Perform payment/depository research and provide research assistance to customers.
•Navigate the website and provide low-level technical support for the HOA Platform.
•Process monetary transactions and complete account maintenance/updates and corrections on IBS.
•Resolve customer disputes and handle time-sensitive requests, including fraud intake, in line with service level agreements and bank policies.

Pay and Benefits

Perks:401kHealth InsuranceDentalVisionPaid LeaveFlexible Spending

Key Requirements

•3-5 years of work experience in financial institutions.
•1-2 years of customer service experience (preferred) and call center experience (preferred).
•2-3 years of banking branch experience (preferred).
•High school or equivalent required (associate’s degree preferred).
•Strong proficiency with the MS Office suite (MS Word, Excel, PowerPoint).

Experience:3-5 yearsFinancial servicesBanking

Skills:Independent judgmentRisk awarenessCommunicationAnalytical problem-solvingTeamwork

Tech Stack:HOA PlatformSmartStreetIBSMS OfficeMS WordExcelPowerPoint

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