Client Success Advisor, Association Banking

This is a fully remote position, open to applicants in Arizona, +4 more states.

📋 Description

• Provide support to the sales team and clients within the HOA business sector.

• Promote the use and adoption of HOA products and systems.

• Perform analysis of the business environment and assess usage.

• Develop improvement strategies and deliver training to CMC personnel.

• Aid in the creation of user manuals and training for sales representatives.

• Offer support for bank transitions for significant clients.

• Participate in sales prospecting activities and keep a record of opportunities.

⛳️ Requirements

• A Bachelor’s degree (BA) or equivalent from an accredited college or university.

• A minimum of 1 year of relevant experience or 4 or more years of related experience.

• Work experience should include pertinent experience in the financial sector.

• Intermediate to advanced understanding of general banking, encompassing knowledge of bank products, services, regulations, policies, and procedures.

• Excellent oral, written, and interpersonal communication skills are essential.

🏝️ Benefits

• Competitive salaries.

• An ownership interest in the company.

• Medical and dental coverage.

• Paid time off.

• A robust 401k matching program.

• Tuition assistance program.

• Employee volunteer initiatives.

• Wellness program.