AVP, HOA Relationship Manager - Call Center

Banc of California; Brea (CA); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

401k match

Medical insurance

Dental insurance

Vision insurance

AD&D

Life insurance

Long-term disability

HSA

FSA

Adoption assistance

Parental leave

Tuition reimbursement

Mentorship program

LinkedIn Learning

Volunteer time off

Job summary

Banc of California is seeking a Treasury Banking professional to manage and train clients in the HOA industry, enhancing relationships and ensuring high service levels. The role focuses on implementation, onboarding and ongoing support for a portfolio of clients, with emphasis on compliance and effective problem resolution.

Ideal candidates bring 4–5 years of treasury banking experience, strong communication skills, and the ability to work independently while collaborating with cross-functional

Qualifications

• Minimum of 4 to 5 years of Treasury Banking experience in a client-facing role required.
• Strong understanding of banking principles and regulations relevant to treasury operations.
• Excellent written and verbal communication skills.

Responsibilities

• Manage and retain a 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.
• Conduct Teams meetings and in-person sessions as needed.
• Identify cross-sell opportunities and refer business to appropriate teams.

Skills

Treasury banking experience

Excellent communication

Strong computer skills

Independent worker

Education

High School diploma or equivalent

Tools

MS Office

Mainframe systems

Job description

BANC OF CALIFORNIA AND YOUR CAREER

Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent company of Banc of California. Banc of California is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities. The bank also provides full-service payment processing solutions to its clients and serves the Community Association Management industry nationwide through its technology forward platform, SmartStreet™. Banc of California is committed to supporting its local communities through the Banc of California Charitable Foundation and by partnering with organizations that promote financial literacy, job training, small business support, affordable housing, and more.

The Opportunity

Provide exceptional customer service through setup, implementation and training of new and existing clients on all selected products and services for the Homeowners Association industry vertical market. Provide a high level of responsiveness as the first point of contact to key principals of top-tier clients and as the first escalation contact point for representatives of our clients. 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

• Manage and retain a portfolio of management company and association clients as assigned.
• 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 calling schedule (Teams and in person).
• Analyze data and make recommendations as to exposure and possible risk to bank on new accounts, wire transfers, ACH, overdraft conditions and uncollected funds usage.
• Adhere to the Bank policies, procedures and core values.
• Recognize cross-sell opportunities and refer business accordingly.
• Complete all required training and certifications by deadlines.
• Complete projects and tasks as assigned and assist with implementation of department initiatives.
• Follow all established policies and procedures.
• Perform other duties and projects as assigned.

What You’ll Bring

• Minimum of 4 to 5 years of Treasury Banking experience in a client-facing role required.
• Understand banking principles and regulations applicable to job function and industry niche.
• Strong critical thinking skills.
• Excellent written and verbal communication skills and excellent interpersonal skills.
• Demonstrate strong computer skills, including MS Office and mainframe computer systems.
• Knowledge of products & services, policies and procedures.
• Conduct Teams meetings.
• Possess excellent customer service, follow-up and leadership skills.
• Must model the highest degree of honesty, integrity and reliability.
• Ability to facilitate effective virtual meetings with internal and external partners.
• Independent worker with ability to contribute to team’s initiatives.
• High School diploma or equivalent 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 offer adoption, 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 their actual or perceived race (including traits associated with race, such as hair texture, hair type or protective hairstyles), religion or religious creed (including religious dress and grooming practices), color, sex (including pregnancy, childbirth, breastfeeding and related medical conditions), sexual orientation, gender, gender identity, gender expression, gender transitioning, citizenship status, national origin, ancestry, age, marital status, military or veteran status, medical condition, genetic information, or disability (mental or physical), requests for accommodation and any additional protected categories set forth in applicable federal, state or local laws. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.