Operations Manager

With more than 225 branch offices across North America, Associa is building the future of community for nearly five million residents worldwide. Our 11,000+ team members lead the industry with unrivaled education, expertise, and trailblazing innovation. For more than 43 years, Associa has brought positive impact and meaningful value to communities. To learn more, visit www.associaonline.com.

Job Description

The Community Transition Manager is responsible for overseeing the seamless transition of customer accounts in and out of the branch. This role plays a vital role in maintaining strong relationships with customers, ensuring their needs are met during the transition process, and supporting the growth and stability of the organization, as well has communities that are leaving. The Community Transition Manager collaborates with various teams to ensure a smooth account transition and focuses on strengthening community ties and customer satisfaction.

Key Responsibilities:

Customer Account Transition:

• Manage the transition of customer accounts into and out of the branch.
• Ensure the accurate and efficient transfer of customer information and financial assets.
• Proactively communicate with customers to inform them of the transition process and address any concerns or questions.
  
  

Customer Relationship Management:

• Build and maintain strong relationships with customers, demonstrating a deep understanding of their needs and preferences.
• Provide exceptional customer service throughout the transition, working to resolve any issues and provide support as necessary.
• Serve as a point of contact for clients during the transition period, ensuring a smooth and positive experience.
  
  

Cross-Functional Collaboration:

• Collaborate with various internal teams, such as Operations, IT, and Sales, to ensure all aspects of the account transition are handled effectively.
• Communicate and coordinate with other branches and departments as needed to facilitate a successful transition.
  
  

Community Engagement:

• Develop and implement strategies to strengthen the branch's ties to transition in communities.
• Participate in meetings and initiatives to promote the branch and its services, with new clients.
  
  

Documentation and Reporting:

• Maintain accurate records of all account transitions and related communications.
• Generate reports and documentation to track the progress and outcomes of client transitions.
  
  

Compliance and Regulation:

• Ensure that all account transitions adhere to relevant policies and procedures.
• Stay up to date with company compliance standards and regulations.
  
  

Requirements

Qualifications:

• Bachelor’s degree (preferred).
• Proven experience in customer relationship management
• Strong understanding of banking operations, policies, and regulations.
• Excellent interpersonal and communication skills.
• Ability to work collaboratively and build strong relationships with internal and external stakeholders.
• Problem-solving skills and the ability to adapt to changing situations.
• Strong organizational skills and attention to detail.
  
  

Preferred Qualifications:

• Relevant certifications in customer relationship management.
• Relevant Computer Skills
• Experience with property management and HOA Management.
• Experience in data entry
• Familiarity with banking software and technology tools.
  
  

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.