Association Services Relationship Manager

What The Role Is

This role is critical in driving the success of our HOA Banking Division through effective
relationship management, business development, and meeting financial targets.

How You will Make an Impact
* Develop and maintain strong relationships with HOA boards, property management
companies, and other key stakeholders.
* Serve as the primary point of contact for HOAs, providing exceptional customer service
and addressing their banking needs.
* Identify and pursue new business opportunities within the HOA sector.
* Conduct market analysis to stay informed about industry trends and competitor
activities.
* Achieve annual deposit and loan goals. Monitor and report on financial performance,
providing regular updates to management.
* Promote a range of banking products and services tailored to meet the needs of HOAs,
including deposit accounts, loans, treasury management services, and electronic
banking solutions.
* Conduct presentations and workshops to educate HOA clients about our offerings and
services.
* Work closely with internal teams including credit, operations, and marketing, to ensure
seamless service delivery.
* Participate in team meetings and contribute to the development of new products and
services.

Who You Are
* Bachelor's degree in Business, Finance, or related field.
* Minimum of 5 years of experience in banking with a focus on the HOA sector preferred.
* Proven track record of meeting or exceeding deposit and loan goals.

* Strong understanding of HOA banking products and services.
* Excellent relationship building, communication, and negotiation skills.
* Ability to analyze financial statements and assess credit risk.
* Proficiency in Microsoft Office Suite and banking software.
* Sales and Business Development skills specifically the ability .
* Excellent verbal and written communication skills.
* Regular and reliable attendance
* Works cooperatively with others

If your experience aligns with this description, please consider applying. Many skills are
transferable among industries and a passion for the role and willingness to learn are important
considerations. We believe that a diverse workforce creates problem-solving and creative
thinking, which is why we're dedicated to adding new perspectives to the team and encourage everyone to apply.

#LI-SM1