HOA Concierge
Valley National Bank · Winter Park, Florida, US
Responsibilities include but are not limited to: - Act as the day-to-day client contact for services relating to Homeowners Association/Property Management c...
Job 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, instructi...