HOA Client Services Analyst

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 HOA Client Services Analyst provides a concierge touch in the servicing model and plays a key role in client satisfaction and retention by supporting a multi-billion dollar client base of HOA Property Management companies with payment and depository research, statement requests, and navigation of the proprietary HOA Platform. 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.

• Provide front-line client service support.
• Provide phone support to clients through inbound calls.
• Exercise independent judgment and discretion on matters of significance to both the client and the bank, including interpreting and implementing bank policies and procedures while balancing client needs.
• Maintain a strong understanding of HOA Client Service and the Bank’s policies and procedures.
• Exercise strong discernment and a risk-averse approach when processing client monetary requests.
• Provide website navigation and low-level technical support.
• Complete client requests in a timely manner in accordance with established service level agreements.
• Process monetary transactions for customer accounts.
• Process account maintenance, updates, and corrections on IBS.
• Apply strong knowledge of the Bank’s services and products to support clients.
• Provide research assistance and information to customers.
• Resolve customer disputes using independent judgment and knowledge of bank policies and procedures.
• Demonstrate curiosity in understanding the mechanics of the HOA business and exploring solutions for clients.
• Provide consistent follow-up and effectively prioritize work.
• Communicate research findings regarding remittance or depository items effectively, both verbally and in writing.
• Handle tight deadlines on requests, specifically fraud intake requests.
• Perform other duties and projects as assigned.

• 3-5 years’ work experience in financial institutions.
• Ability to complete work daily under tight deadlines.
• Branch teller skills.
• Strong multitasking skills.
• Ability to communicate appropriately and effectively with all members of the organization.
• Highly self-motivated with the ability to work independently.
• Proven analytical, evaluative, and problem-solving abilities.
• Ability to handle multiple projects and work in a collaborative setting.
• Strong interpersonal skills and ability to work as a team player.
• Ability to influence others.
• Excellent written and verbal communication skills.
• Strong proficiency with MS Office suite required, including MS Word, Excel, and PowerPoint.
• 1-2 years’ work experience in Customer Service preferred.
• 1-2 years’ work experience in a Call Center preferred.
• 2-3 years’ work experience in a Banking Branch preferred.
• Associate’s degree preferred.
• HOA Banking experience preferred.
• Extensive knowledge of banking processes, chargebacks, and returns preferred.
• High school diploma or equivalent required.

• 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.

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.