AVP, HOA Relationship Manager

Overview

Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small-, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services through more than 70 full-service branches throughout California and in Denver, Colorado, and Durham, North Carolina, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.

JOB SUMMARY:

Provide exceptional customer service through setup, implementation and training of new and existing clients on all selected products and services for the Homeowners Association industry vertical market. Provide a high level of responsiveness as the first point of contact to key principals of top-tier clients and as the first escalation contact point for representatives of our clients.

Responsibilities

• Manage and retain a portfolio of management company and association 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 in accordance with calling schedule (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.
• Perform other duties as assigned.

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 age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process please contact Talent Acquisition Partner.

Qualifications

• Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA)
• Understand banking principles and regulations applicable to job function and industry niche
• Strong critical thinking skills
• Excellent written and verbal communication skills and excellent interpersonal skills
• Demonstrate strong computer skills, to include MS Office and mainframe computer systems
• Knowledge of products & services, policies and procedures
• Conduct Teams meetings
• Possess excellent customer service, follow up and leadership skills
• Must model highest degree of honesty, integrity and reliability
• Ability to facilitate effective virtual meetings with internal and external partners
• Independent worker with ability to contribute to team’s initiatives.
• Required: Minimum of 4 to 5 years of Treasury Banking experience in a client-facing role
• Required: High School Diploma or GED
• Preferred: Bachelor’s degree or higher

SALARY RANGE: $55,000.00 - 80,000.00 USD; Exact compensation may vary based on skills, experience, and location.