Banc of California · 10 hours ago
HOA Senior Client Services Specialist
Irvine, CA
Full-time
Onsite
Mid, Senior Level
3+ years expBanc of California is a premier relationship-based business bank headquartered in Los Angeles, focused on providing banking and treasury management services. The Senior Client Services Specialist plays a key role in client satisfaction and retention, supporting HOA property management companies with various service needs and ensuring efficient solutions are provided.
BankingFinanceFinancial Services
Responsibilities
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
Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions
Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; promotes working environment free of harassment of any type
Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values
Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct
Performs other duties and projects as assigned
Qualification
Required
Minimum 3 years' banking experience in call center, branch banking, or customer service required
Excellent written and verbal communication skills
Microsoft Office suite
High School diploma or equivalent required
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
Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions
Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; promotes working environment free of harassment of any type
Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values
Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct
Performs other duties and projects as assigned
Preferred
Branch banking experience is preferred
Knowledge of IBS/Deposit Origination, Image Center, Vision Content preferred
Benefits
401k plan which includes a company match and immediate vesting.
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).
Adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
Paid vacation days, holidays, and volunteer time off.
Tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.
Company
Banc of California
Banc of California provides a full-service banking and home lending to individuals and their businesses and families.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$20MKey Investors
Patriot Financial Partners
2013-12-05Post Ipo Equity· $20M
2002-08-23IPO
Leadership Team
Ken McMullen
Treasurer
Recent News
2026-01-22
Benzinga.com
2026-01-07
2025-12-08
Company data provided by crunchbase