HOA Senior Client Services Specialist
Banc of California, Irvine, CA, United States
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.
At Banc of California, our success is powered by our people and a shared commitment to delivering meaningful results. We foster an environment where entrepreneurial thinking is encouraged, and accountability and operational excellence are expected. Our team members are empowered to take ownership, make informed decisions, and make a meaningful impact as the bank continues to grow and evolve. We are dedicated to supporting your growth and wellbeing through comprehensive benefits, robust development opportunities, and inclusive programs that enable you to perform at your best. Together we win!
THE OPPORTUNITY The Senior Client Services Specialist is a pivotal member of the HOA Services Organization. This representative will play a key role in client satisfaction and client retention by supporting a multi‑billion‑dollar client base consisting of HOA property management companies. These property management companies are seeking support with payment/depository research, copies of statements and website navigation of our proprietary technology, the HOA Platform. We’re seeking a qualified person that will service client’s needs, have amazing follow‑up skills and seek first‑touch resolution on all requests. The qualified candidate will be resourceful to come up with solutions for the client’s needs and seek efficiencies and improving our servicing efforts. The qualified candidate will be influential with galvanizing clients around requirements needed for their servicing needs. The candidate must possess the skillset of enablement and tenacity of having a passion for helping others and overcoming obstacles to complete a client’s request. Provide account exception approvals when needed. Prioritize daily Department workflow, while also providing top level support for customers, co‑workers, upper management and other internal Departments. 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
Provide top level client service and support via email and over the phone
Provide research assistance and information to customers
Provide website navigation and low‑level technical support
Process monetary transactions for customer accounts
Process account maintenance/updates & corrections on IBS
Complete client requests in a timely manner that’s governed by our established service level agreements
Resolve client disputes by using independent judgment and knowledge of bank policies and procedures
Relentless follow up and prioritization skill set is required
Must be able to handle tight deadlines on requests, specifically fraud intake requests
Complete and resolve exception items that involve orphaned debits/credits
Handle large items and non‑post resolutions and approvals. Assist department Manager in the mitigation of loss and security
Accurately review and, where needed, approve completed Department work. Signing authority where appropriate
Manage, resolve and perform workflow on requests from internal/external parties that are received to internal group mailbox
Possess strong discernment and be risk‑adverse, when processing client monetary requests
Must exercise independent judgement and discretion on matters of significance to both the client and the bank. This requires the ability to interpret and implement bank policies and procedures, while balancing that with the needs of the client
Have strong understanding of HOA Client Service and Bank’s policy & procedures and the Bank’s services and products for client support
Must possess overwhelming curiosity of understanding the mechanics of HOA business and exploring solutions for our clients
Must possess great verbal and written communication skills to communicate research findings to clients on remittance or depository items
Follow all established policies and procedures.
Perform other duties and projects as assigned
What You’ll Bring
Minimum 3 years’ banking experience in call center, branch banking or customer service required
Branch banking experience is preferred
Excellent written and verbal communication skills
Microsoft Office suite
Knowledge of IBS/Deposit Origination, Image Center, Vision Content preferred
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.
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At Banc of California, our success is powered by our people and a shared commitment to delivering meaningful results. We foster an environment where entrepreneurial thinking is encouraged, and accountability and operational excellence are expected. Our team members are empowered to take ownership, make informed decisions, and make a meaningful impact as the bank continues to grow and evolve. We are dedicated to supporting your growth and wellbeing through comprehensive benefits, robust development opportunities, and inclusive programs that enable you to perform at your best. Together we win!
THE OPPORTUNITY The Senior Client Services Specialist is a pivotal member of the HOA Services Organization. This representative will play a key role in client satisfaction and client retention by supporting a multi‑billion‑dollar client base consisting of HOA property management companies. These property management companies are seeking support with payment/depository research, copies of statements and website navigation of our proprietary technology, the HOA Platform. We’re seeking a qualified person that will service client’s needs, have amazing follow‑up skills and seek first‑touch resolution on all requests. The qualified candidate will be resourceful to come up with solutions for the client’s needs and seek efficiencies and improving our servicing efforts. The qualified candidate will be influential with galvanizing clients around requirements needed for their servicing needs. The candidate must possess the skillset of enablement and tenacity of having a passion for helping others and overcoming obstacles to complete a client’s request. Provide account exception approvals when needed. Prioritize daily Department workflow, while also providing top level support for customers, co‑workers, upper management and other internal Departments. 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
Provide top level client service and support via email and over the phone
Provide research assistance and information to customers
Provide website navigation and low‑level technical support
Process monetary transactions for customer accounts
Process account maintenance/updates & corrections on IBS
Complete client requests in a timely manner that’s governed by our established service level agreements
Resolve client disputes by using independent judgment and knowledge of bank policies and procedures
Relentless follow up and prioritization skill set is required
Must be able to handle tight deadlines on requests, specifically fraud intake requests
Complete and resolve exception items that involve orphaned debits/credits
Handle large items and non‑post resolutions and approvals. Assist department Manager in the mitigation of loss and security
Accurately review and, where needed, approve completed Department work. Signing authority where appropriate
Manage, resolve and perform workflow on requests from internal/external parties that are received to internal group mailbox
Possess strong discernment and be risk‑adverse, when processing client monetary requests
Must exercise independent judgement and discretion on matters of significance to both the client and the bank. This requires the ability to interpret and implement bank policies and procedures, while balancing that with the needs of the client
Have strong understanding of HOA Client Service and Bank’s policy & procedures and the Bank’s services and products for client support
Must possess overwhelming curiosity of understanding the mechanics of HOA business and exploring solutions for our clients
Must possess great verbal and written communication skills to communicate research findings to clients on remittance or depository items
Follow all established policies and procedures.
Perform other duties and projects as assigned
What You’ll Bring
Minimum 3 years’ banking experience in call center, branch banking or customer service required
Branch banking experience is preferred
Excellent written and verbal communication skills
Microsoft Office suite
Knowledge of IBS/Deposit Origination, Image Center, Vision Content preferred
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.
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