What are the responsibilities and job description for the HOA Client Support Specialist position at Opportunities?
The HOA Client Support Specialist is responsible for providing a full range of professional, technical, and general support to customers and Bank personnel. Provide excellent client service to Pacific Premier Bank’s Community Association Banking clients, as well as internal Bank teams.
RESPONSIBILITIES
- Ensure delivery of exceptional client service via telephone or via email by taking ownership of each client inquiry, question or concern to resolution
- Make appropriate decisions on behalf of the customer quickly and effectively
- Provide information and knowledgeable assistance efficiently and professionally
- Ability to effectively prioritize work to ensure efficiency
- Follows up and follows through on all pending client inquiries on daily basis while tracking all activities in the department’s ticketing system
- Provide technical assistance, support and troubleshooting for Community Association Banking clients including but not limited to Business Online, Remote Deposit
- Capture, ATM Debit Card orders and inquiries, General Account Inquiries, and password resets for various systems.
- Coordinate with Bank vendors when needed in order to resolve client inquiries.
- Coordinate with other banking teams to escalate security issues to stop fraud activity; communicate and recommend fraud solutions to clients
- Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.
QUALIFICATIONS
- 2 years banking experience including internal and external client service required
- 1 years direct customer service/experience required
- Treasury Management and/or Homeowner’s association preferred
A reasonable, good faith estimate of the minimum and maximum base salary or pay for this position is $17.09/hr to $26/hr . Actual compensation will vary based on various factors including but not limited to location, experience, and performance. A discretionary bonus and/or business line incentive may be provided, in addition to a medical and other benefits, dependent on the position. For more information regarding our benefits, please visit https://www.ppbi.com/careers.html
CA (Los Angeles applicants): Applicants are notified that the Company is an insured depository institution subject to the restrictions and requirements of Section 19 of the Federal Deposit Insurance Act (12 CFR 303) (“Section 19”). In accordance with Section 19, the Company will consider an applicant’s criminal history after an applicant is made a conditional offer of employment. Qualified applicants with criminal conviction records will be considered for employment in accordance with the Los Angeles Fair Chance Ordinance. Section 19 may prohibit the Company from employing an applicant with criminal conviction(s) for fraud, breach of trust, embezzlement, mishandling of money or any crime of violence may have a direct impact on the job duties as set forth in the job description and such convictions may result in withdrawal of a conditional offer of employment in accordance with the Los Angeles Fair Chance Ordinance. Because of the nature of our business, a review of your criminal history is necessary to comply with Section 19 and to avoid substantial risk to our business operations and licensing.
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Salary : $17 - $26
