HOA Concierge Banker
HOA Concierge Banker
Posted on :
15-03-2025
Employer Active
1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
15-03-2025
Job Description
SUMMARY
The HOA Concierge Banker is a very unique position in banking and ultimately is responsible for being an extension of the HOA Operations team for select high net worth property management clients.
The position will serve as a direct point of contact for those clients alongside the HOA Relationship Manager and is expected to be highly responsive with a focus on exceptional customer service.
The HOA Concierge Banker directly reports to and works under the supervision of the HOA Operations Manager. The incumbent is responsible for servicing the daily needs of clients assisting with new account requests research and online banking support. Comfortable communicating and understanding the requests from clients able to identify their needs and to seek assistance from internal partners. The HOA Concierge Banker identifies opportunities to deepen existing relationships and partner with the HOA Relationship Managers by uncovering needs and suggesting additional products and services. This position provides advanced operational support for HOA and Property Management clients in the of business activities. Provides a superior level of customer service and promotes the service and sales culture.
HOA and Property Management knowledge is required to perform operational and client support functions associated with servicing and ongoing maintenance of existing relationships.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Provides exceptional and consistent high level of service handling inbound client inquiries training requests and support related to Deposit Treasury Management Lockbox and Online Banking products specifically tailored for HOA and property management companies.
- Serves as primary contact for inquiries troubleshooting and issue resolution
- Identifies opportunities to refer products and services to new and existing clients to meet business needs.
- Resolves client issues in alignment with service standards and business goals
- Stay updated on industry best practices.
- Collaborate with Sunwest Bank teams and thirdparty vendors to provide assistance to clients.
- Offers recommendations for process improvements.
- Understands and complies with Bank policies procedures and regulations governing job responsibilities.
ADDITIONAL RESPONSIBILITIES
- Demonstrates high degree of professionalism in communication attitude and teamwork with customers peers and management
- Demonstrates high level of quality work attendance and appearance
- Adheres to all Company Policies & Procedures and Safety Regulations
- Adheres to local state and federal laws
- Understands and complies with all company rules and regulations
- Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions as they apply to your position and job responsibilities with an emphasis on the BSA/AML/CIP Consumer Privacy Regulation CC Information Security Bank Protection Act FACTIdentity Theft Information Technology and GLBA.
- Additional duties as assigned as it relates to the position
SUPERVISORY RESPONSIBILITIES
This position does not have supervisory responsibilities
MINIMUM QUALIFICATIONS
- Five 5 years of banking experience including operations and client support.
- Two 2 years HOA/Property Management and Banking experience.
- Effective problemsolving skills with ability to inform and direct staff and clients
- Approachable from both a client and internal staff perspective
- Ability to relate well to all levels of people; external and internal clients
- Client focus with ability to drive for results
- Understanding of Windowsbased personal computers
- Understanding of word processing and spreadsheet software preferably Word and Excel
- Understanding of software integration and HOA/Property Management software preferred
COMPETENCIES:
- Adaptability
- Communication
- Decision Making
- Initiative
- Innovation
- Motivator
- Organization
- Professionalism
- Results Orientated
PHYSICAL DEMANDS:In general the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differentlyabled individuals to perform the essential functions of the job.
- Standing walking and squatting less than fifty percent of the work shift
- Required to lift move and carry up to 40 pounds
- Ability to read count and write to accurately complete all documentation and reports
- Must be able to see hear and speak in order to communicate with employees and other customers
- Specific vision abilities include close vision distance vision peripheral vision depth perception and ability to adjust focus
- Manual dexterity required using hands to finger; handle feel and type; reach with hands and arms
(Check the box that applies by double clicking on the box.
Sedentary: Limited activity no lifting limited walking
Moderate: Mostly standing walking bending frequent lifting
XLight: Office work some lifting bending stooping or kneeling walking
Arduous: Heavy lifting bending crawling climbing
WORK ENVIRONMENT:In general the following conditions of the work environment are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to allow differentlyabled individuals to perform the essential functions of the job within the environment.
- The work space is clean orderly properly lighted and ventilated with the proper safety compliance
- Noise levels are considered moderate
Employment Type
Full Time
Key Skills
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