HOA Relationship Manager - Remote

Overview

The VP HOA Relationship Manager is responsible for driving new business and providing consultative support specifically tailored to Homeowners Associations (HOAs) and property management companies.

In Short

• Proactively generate new business by identifying market opportunities through cold calls, warm leads, and referrals.
• Drive sales growth by understanding the unique needs of HOAs and property management companies.
• Maintain a dynamic sales pipeline and provide real-time updates using CRM tools.
• Collaborate closely with the Sales Team to expand product offerings through on-site and remote meetings.
• Provide exceptional customer service related to Deposit and Treasury Management products.
• Ensure accuracy and completeness of customer agreements and requests.
• Demonstrate professionalism in communication and teamwork.
• Comply with regulatory requirements and internal policies.
• Attend training sessions to maintain knowledge of industry regulations.
• Perform additional duties as assigned.

Requirements

• Bachelor’s degree in finance, Business Administration, Economics, or a related field.
• Minimum of 5 years of experience in Deposit and Treasury Management Sales.
• Knowledge of banking regulations and operational policies.
• Strong verbal, written, and interpersonal communication skills.
• Ability to solve complex problems.
• Self-motivated with the ability to work independently.
• Experience with CRM tools such as Sales Force preferred.

Benefits

• Join a community-oriented banking institution.
• Opportunity to work with a variety of clients.
• Professional development opportunities.
• Work in a supportive and collaborative environment.
• Flexible working arrangements.