Senior HOA Treasury & Relationship Manager

Banc of California, Inc.

Norcross (GA)

Sur place

USD 70 000 - 100 000

Plein temps

Il y a 5 jours
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Avantages offerts par ce poste

401k with company match
Comprehensive insurance options
Paid time away
Tuition reimbursement
Career development

Résumé du poste

Banc of California, Inc. is seeking an experienced Treasury Banking professional to provide exceptional client service, implement and train clients on products, and analyze complex requests. The role focuses on top-tier clients and requires strong communication skills and industry knowledge.

The position emphasizes maintaining relationships, facilitating virtual meetings, and adhering to bank policies while supporting department initiatives and growth.

Qualifications

  • Minimum 4–5 years of Treasury Banking experience in a client-facing role.
  • Understanding banking principles and regulations relevant to the role.
  • Strong written and verbal communication and interpersonal skills.
  • Proficient with MS Office and mainframe computer systems.

Responsabilités

  • Manage and retain a portfolio of management company and association clients.
  • Implement and train clients on products, systems and services.
  • Process complex customer service requests and establish products.
  • Conduct Teams meetings with internal and external partners.
  • Perform data analysis to assess exposure and risk on accounts.

Connaissances

Treasury banking
Client-facing
Communication skills
MS Office
Mainframe systems
Attention to detail
Team collaboration

Formation

High School diploma or equivalent

Outils

Teams meetings
Mainframe systems

Description du poste

Banc of California, Inc. is seeking an experienced Treasury Banking professional to provide exceptional client service, implement and train clients on products, and analyze complex requests. The role focuses on top-tier clients and requires strong communication skills and industry knowledge.

The position emphasizes maintaining relationships, facilitating virtual meetings, and adhering to bank policies while supporting department initiatives and growth.

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