Treasury Relationship Manager - HOA Banking

Pacific Western Bank; Brea, Northern (CA, KY); Hybrid; USD 70,000 - 98,000; Full time

Benefits offered by this job

401k matching

Health insurance

Paid time off

Tuition reimbursement

Learning resources

Job summary

Banc of California is seeking a Customer-Facing Treasury Banking Specialist in Brea, CA to provide exceptional service via setup, implementation and training for HOA clients. You will be the first point of contact for top-tier clients and assist with product implementations and complex service requests.

Requirements include 4–5 years Treasury Banking experience in a client-facing role, strong communication, and proficiency with MS Office and mainframe systems.

Qualifications

• 4–5 years of Treasury Banking experience in a client-facing role.
• Knowledge of banking principles and regulations applicable to the job function.
• Strong critical thinking skills.
• Excellent written and verbal communication and interpersonal skills.
• Proficiency with MS Office and mainframe computer systems.
• Knowledge of banking products and services, policies and procedures.
• Ability to facilitate effective virtual meetings.
• Independent worker with the ability to contribute to team initiatives.
• High School diploma or equivalent required.

Responsibilities

• Manage and retain a portfolio of HOA 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 (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.

Skills

Critical thinking

Communication skills

Interpersonal skills

Customer service

Leadership

Virtual meetings

Independent worker

Education

High School diploma or equivalent

Tools

MS Office

Mainframe systems

Job description

Banc of California is seeking a Customer-Facing Treasury Banking Specialist in Brea, CA to provide exceptional service via setup, implementation and training for HOA clients. You will be the first point of contact for top-tier clients and assist with product implementations and complex service requests.

Requirements include 4–5 years Treasury Banking experience in a client-facing role, strong communication, and proficiency with MS Office and mainframe systems.