Role OverviewThe Specialist, HOA will act as the day-to-day client contact for Homeowners Association/Property Management clients, onboard and train clients on Treasury products, and provide first-level support to internal/external customer support. The Specialist will also open new business accounts, manage customer expectations, and provide excellent customer service.
What You Will Do
Responsibilities include but are not limited to: acting as the day-to-day client contact, onboarding and training clients, providing first-level support, opening new business accounts, and managing customer expectations.
Why It Might Be a Fit
The ideal candidate will have extensive knowledge of bank products and services, proficient PC skills, attention to detail, strong written and verbal communication skills, and ability to multitask and prioritize workflow.
Requirements
- 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
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