Homeowners Association Relationship Bankers serve as the primary, single point of contact for homeowner association and community management business customers and provide full service account support and maintenance. The Bankers provide customers with a variety of services including account setup, treasury management & online banking support, ACH file assistance and error resolution, positive pay and bill pay file set up & access, as well as assisting customers with remote check scanner setup & troubleshooting. The Bankers work closely with the Lockbox processing team to ensure that validation files are created in the proper formats, payment errors are resolved in a timely manner, and on-line payment issues are processed appropriately. The Bankers also work closely with business development officers to ensure that all customer questions and issues are resolved in a timely manner. Their work is heavily focused on facilitating smooth implementation and providing ongoing account maintenance and problem resolution.
The Bankers serve customers of various sizes and are usually responsible for handling a portfolio of clients with total deposits of $30-$100 million.