HOA Account Servicing Specialist
Employment type
Full-time
Work setting
On-site
Location
Brea, CA
Schedule
Day shift
Posted
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Job overview
The HOA Account Servicing Specialist works onsite in Brea, CA, providing support to clients regarding new accounts and general account servicing. Compensation is not specified for this role, which supports the Community Association Management industry through the SmartStreet platform. This role exists to ensure accurate account management and compliance with bank policies. The specialist verifies customer information, processes account openings and closures, and collaborates with internal partners to maintain high-quality service standards.
What you'll do
- Verify Customer Information Profile (CIP) and Customer Due Diligence (CDD).
- Review documentation for accuracy.
- Open checking, money market, and certificate of deposit accounts.
- Input new accounts into the core system.
- Perform account closures and maintenance activities.
- Collaborate with Relationship Managers and Regional Account Executives.
What we're looking for
- Skills & competencies
- full-timeday shiftbrea cabanc of californiahoaaccount servicingbankingcustomer serviceonsiteno degree required
- Work arrangement
- Weekend coverage required
Benefits & perks
- 401k with match, medical, dental, vision, AD&D, life insurance, HSA, FSA, paid parental leave, tuition reimbursement, mentorship program.
Why this role
Requires 1 year of direct HOA Account Servicing experience.
About the employer
Banc of California is hiring for this role. Industry: Offices of Physicians (except Mental Health Specialists). Sector: 62.
Additional details
- Industry sector
- 62
- Industry
- Offices of Physicians (except Mental Health Specialists)
- Occupation code
- 43-4141.00
You'll be redirected to the employer's application page.
Listing ID: b2e53568-d371-4254-b636-b70c6e91b9d7