HOA Senior Client Services Specialist

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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”). The bank focuses on providing banking and treasury‑management services to small, mid‑market, and venture‑backed businesses, offering a broad range of deposit and loan products, full‑service branches throughout California and Denver, and payment‑processing solutions via its subsidiary Deepstack Technologies.

The bank is committed to supporting local communities through financial literacy, job training, small‑business support, and affordable housing.

The Senior Client Services Specialist is a pivotal member of the HOA Services Organization. The role focuses on client satisfaction and retention for a multi‑billion‑dollar client base of HOA property‑management companies. Responsibilities include providing support with payment and depository research, statement requests, and navigation of the HOA Platform; resolving client disputes; processing transactions and account updates; and ensuring timely completion of all requests while adhering to the company’s policies, U.S. regulations, and service‑level agreements.

• Provide top‑level client service and support via email and phone.
• Offer research assistance and information to customers.
• Assist with website navigation and basic technical support.
• Process monetary transactions for customer accounts.
• Update and correct accounts within the IBS system.
• Complete client requests within established service‑level agreements.
• Resolve disputes using independent judgment and bank policy knowledge.
• Follow rigorous follow‑up and prioritization to meet deadlines, especially for fraud intake.
• Resolve exception items involving orphaned debits/credits.
• Handle large items, non‑post resolutions, and approvals; support loss mitigation and security.
• Approve completed department work and exercise signing authority where appropriate.
• Manage workflow for requests received by the internal group mailbox.
• Maintain strong risk awareness when processing client monetary requests.
• Exercise independent judgment on matters of significance to both client and bank.
• Demonstrate deep understanding of HOA client service, bank policies, products, and services.
• Show curiosity and problem‑solving skills to understand HOA business mechanics and develop client solutions.
• Communicate findings clearly in written and verbal formats.
• Adhere to EEO policy and promote a diverse, harassment‑free workplace.
• Follow all policies, complete tasks accurately and on time, and support company goals.
• Perform the role safely, comply with OSHA standards, and report unsafe conditions.
• Perform additional duties and projects as assigned.

• High school diploma or equivalent (required).
• Minimum 3 years of banking experience in a call center, branch banking, or customer service (required).
• Branch banking experience is preferred.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office suite.
• Knowledge of IBS/Deposit Origination, Image Center, and Vision Content is preferred.

• 401(k) plan with company match and immediate vesting.
• Comprehensive health, dental, vision, AD&D, supplemental life, long‑term disability, HSA, and FSA benefits.
• Access to adoption, surrogacy, fertility assistance, paid parental leave, and family support solutions.
• Paid vacation days, holidays, and volunteer time off.
• Tuition reimbursement, annual mentorship program, leadership development resources, Linked In Learning, and more.

Base salary determined by education, industry experience, training, and market data.

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, ancestry, color, religious creed, disability, gender, gender identity, sexual orientation, or any other protected characteristic. If you require reasonable accommodation during the application process, please contact Talent Acquisition.

• Mid‑Senior level

• Full‑time

• Other

• Banking