HOA Cash Management Officer
Location
United States
Posted
2 days ago
Salary
$155K / year
Seniority
Senior
Job Description
HOA Cash Management Officer
The Symicor Group
• Drive sales growth by understanding the unique needs of HOAs and property management companies, and effectively cross-selling treasury products and services. • Maintain a dynamic sales pipeline and provide real-time updates using CRM tools. • Demonstrate professionalism in communication and teamwork with clients, peers, and management. • Stay updated on industry best practices and product knowledge related to the Bank’s suite of services. • Adhere to all regulatory requirements and internal policies governing financial services. • Proactively generate new business by identifying market opportunities through cold calls, warm leads, and referrals within the HOA and property management sectors. • Provide exceptional customer service, handling inbound inquiries, training requests, and support related to Deposit, Treasury Management, and Online Banking products specifically tailored for HOAs and property management companies.
Job 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 or related fields; equivalent combination of education and experience will be considered.
- Knowledge of state and federal banking regulations, operational policies, and the Bank’s products and services.
- Experience with CRM tools such as Salesforce preferred.
- Strong verbal, written, and interpersonal communication skills.
- Ability to solve complex problems in non-standardized situations.
- Self-motivated with the ability to work independently and collaboratively.
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