HOA Cash Management Officer

This is a fully remote position, open to applicants in United States.

📋 Description

• Propel sales expansion by comprehending the distinct requirements of HOAs and property management firms, while efficiently cross-selling treasury products and services.

• Sustain an active sales pipeline and deliver real-time updates utilizing CRM systems.

• Exhibit professionalism in interactions and collaboration with clients, colleagues, and management.

• Keep abreast of industry best practices and product knowledge relevant to the Bank’s range of services.

• Comply with all regulatory standards and internal policies governing financial services.

• Actively cultivate new business by pinpointing market opportunities through cold calling, warm leads, and referrals in the HOA and property management domains.

• Deliver outstanding customer service by managing incoming inquiries, training requests, and support for Deposit, Treasury Management, and Online Banking products specifically designed for HOAs and property management companies.

⛳️ Requirements

• Bachelor’s degree in Finance, Business Administration, Economics, or a related discipline.

• At least 5 years of experience in Deposit and Treasury Management Sales or related areas; a suitable combination of education and experience will be taken into account.

• Familiarity with state and federal banking regulations, operational policies, and the Bank’s offerings.

• Experience with CRM platforms such as Salesforce is preferred.

• Excellent verbal, written, and interpersonal communication abilities.

• Capacity to resolve complex issues in non-standardized environments.

• Self-driven with the capability to work both independently and as part of a team.

🏝️ Benefits

• Comprehensive health, dental, and vision insurance.

• Retirement savings plan with company matching.

• Opportunities for professional development and career advancement.

• Flexible work arrangements to promote work-life balance.

• Generous paid time off and holiday leave.