Back to search
Valley Bank Linkedin · Posted 18d ago

Specialist, HOA

Winter Park, Florida, United States

Linkedin
Continue to application Add your email once, then Caio opens the original posting.

Indexed description

Responsibilities Include But Are Not Limited To

  • Act as the day-to-day client contact for services relating to Homeowners Association/Property Management clients. Onboard and train commercial clients with all Homeowners Association/Property Management Treasury products to include Online banking with wires, Remote Deposit Capture, Bill Pay, ACH, Positive Pay and other products as assigned. Educate clients on account services and capabilities.
  • Provide first level support to internal/external customer support for all Homeowners Association/Property Management as necessary. Assist clients with routine needs such as system functionality questions, moderate level technical issue resolution, etc. Also provides information on client transaction accounts and other general banking needs.
  • Open all new business checking, Money Market, CD, ICS and CDARS accounts for Homeowners Association/Property Management clients. Ensure appropriate New Account, Treasury Management documents, and agreements are properly completed and executed prior to implementation.
  • Proactively time manage internal and external customer expectations when communicating and responding to processing requests, instructions, inquiries, issues, voicemails, and emails to help maintain relationships.
  • Provide excellent customer service to support and solve internal and external customer issues. Tracks reported issues for consolidation and potential process or system change.
  • Assist HOA Supervisor and Manager with projects, activities and tasks. Prepare reports daily, monthly, quarterly, and as needed.

,

Required Skills

  • Extensive knowledge of all bank products, services, policies and procedures.
  • Proficient PC skills with Microsoft Office applications and e-mail.
  • Attention to detail and accuracy.
  • Strong written and verbal communication skills.
  • Ability to multitask and prioritize workflow.
  • Knowledge of Treasury Management products and services.

Required Experience

  • High School diploma or GED and a minimum of 2 years of related banking experience.

Preferred Experience

  • Associate's degree with related banking experience.
Free. 20 seconds. No password. See every match in this search.

Create a free Caio profile to unlock more results and save your role and location preferences.

Unlock free search
Want help applying to roles like this? Search Caio for free. If repetitive applications get heavy, Managed Job Search adds supervised execution for $99/month.
View Managed Job Search