Specialist, HOA

Valley Bank; Winter Park (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Valley Bank in Winter Park, FL is seeking an organized banking professional to manage HOA/Property Management client relationships and onboard them to Treasury Management products, including Online Banking with wires, Remote Deposit Capture, Bill Pay, ACH, and more.

You will train clients, provide first-level support, and open new business accounts while ensuring proper documentation. Collaboration with the HOA Supervisor is essential for reporting and project work.

Qualifications

• High school diploma or GED required.
• 2+ years of related banking experience.
• Associate degree preferred.

Responsibilities

• Act as day-to-day contact for HOA/Property Management clients; onboard and train with Treasury products.
• Provide first-level support for clients and internal/external staff; assist with routine system questions.
• Open new business checking, Money Market, CD, ICs for HOA clients and ensure proper documentation.
• Manage client communications to meet expectations and maintain relationships.
• Assist HOA Supervisor with projects; prepare daily/monthly/quarterly reports.

Skills

Banking products

Treasury Management

Customer service

Communication

Multitasking

MS Office

Education

High School diploma or GED

Associate's degree

Job description

Responsibilities Include But Are Not Limited To

• Act as the day-to-day client contact for services relating to Homeowners Association/Property Management clients. Onboard and train commercial clients with all Homeowners Association/Property Management Treasury products to include Online banking with wires, Remote Deposit Capture, Bill Pay, ACH, Positive Pay and other products as assigned. Educate clients on account services and capabilities.
• Provide first level support to internal/external customer support for all Homeowners Association/Property Management as necessary. Assist clients with routine needs such as system functionality questions, moderate level technical issue resolution, etc. Also provides information on client transaction accounts and other general banking needs.
• Open all new business checking, Money Market, CD, ICs and CDARS accounts for Homeowners Association/Property Management clients. Ensure appropriate New Account, Treasury Management documents, and agreements are properly completed and executed prior to implementation.
• Proactively time manage internal and external customer expectations when communicating and responding to processing requests, instructions, inquiries, voicemails, and emails to help maintain relationships.
• Provide excellent customer service to support and solve internal and external customer issues. Tracks reported issues for consolidation and potential process or system change.
• Assist HOA Supervisor and Manager with projects, activities and tasks. Prepare reports daily, monthly, quarterly, and as needed.

Required Skills

• Extensive knowledge of all bank products, services, policies and procedures.
• Proficient PC skills with Microsoft Office applications and e-mail.
• Attention to detail and accuracy.
• Strong written and verbal communication skills.
• Ability to multitask and prioritize workflow.
• Knowledge of Treasury Management products and services.

Required Experience

• High School diploma or GED and a minimum of 2 years of related banking experience.

Preferred Experience

• Associate's degree with related banking experience.