HOA Client Success Analyst

Banc of California, Inc.; Norcross (GA); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

401k with company match

Health insurance

Paid time off

Tuition reimbursement

Job summary

Banc of California, Inc. is seeking an HOA Client Services Analyst to support a multi-billion dollar client base of HOA Property Management companies.

You will assist with payment and depository research, statement requests, and navigation of the HOA Platform, while adhering to bank policies and regulatory requirements. Responsibilities include front-line client service, phone support, researching and resolving inquiries, and handling monetary transactions with a focus on accuracy, turnaround,

Qualifications

• 3-5 years’ work experience in financial institutions.
• Ability to complete work daily under tight deadlines.
• Branch teller skills and strong multitasking abilities.

Responsibilities

• Provide front-line client service support.
• Provide phone support to clients through inbound calls.
• Exercise independent judgment on matters of significance to both the client and the bank.
• Maintain a strong understanding of HOA Client Service and bank policies.
• Process monetary transactions and account maintenance requests.
• Communicate research findings regarding remittance or depository items.

Skills

Client service

Phone support

MS Office

Communication

Multitasking

Independent worker

Education

High school diploma

Associate degree preferred

Tools

IBS system

Banking software

Job description

Banc of California, Inc. is seeking an HOA Client Services Analyst to support a multi-billion dollar client base of HOA Property Management companies.

You will assist with payment and depository research, statement requests, and navigation of the HOA Platform, while adhering to bank policies and regulatory requirements. Responsibilities include front-line client service, phone support, researching and resolving inquiries, and handling monetary transactions with a focus on accuracy, turnaround,