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ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
treasury managementbanking operationsbusiness developmentrelationship managementlending practicesfinancial solutionsmarket analysisprocess improvementsrisk assessmentscustomer experience enhancement
Soft Skills
leadershipcommunicationpresentationstrategic thinkinganalytical skillsproblem-solvingcollaborationmentoringresponsivenessaccountability
Tools & Technologies
Microsoft Office SuiteWordExcelPowerPointOutlook
Industry Keywords
HOA banking productsproperty managementbusiness growthcustomer-first culturenetworkingcommunity engagementfinancial servicescomplianceoperational efficienciesmilitary education
About the role
Key responsibilities & impact- Drive Business Growth
- Build and expand relationships with HOA property management companies, HOAs, and industry partners.
- Develop new business opportunities across lending, deposits, treasury management, and cash management services.
- Represent the Bank at networking events, industry conferences, and community engagements.
- Lead Strategic Initiatives
- Partner with senior leadership and credit administration to develop and scale an innovative HOA lending program.
- Help shape future banking products and services designed specifically for HOA clients.
- Analyze market trends and identify opportunities to enhance profitability and customer experience.
- Deliver Outstanding Customer Experiences
- Champion a “customer-first” culture through proactive communication, responsiveness, and relationship management.
- Conduct presentations, training sessions, and strategy meetings with HOA and property management professionals.
- Respond to client inquiries and provide customized financial solutions that make a difference.
- Collaborate & Innovate
- Work closely with Marketing, Operations, Relationship Management, and Treasury teams to align goals and execute strategic plans.
- Participate in RFP responses, pricing negotiations, risk assessments, and solution development.
- Recommend process improvements and business development strategies that help the department thrive.
- Lead with Excellence
- Support department goals, profitability initiatives, and operational efficiencies.
- Exercise sound judgment while maintaining strong compliance and risk management practices.
- Mentor and support team members while fostering collaboration and accountability.
Requirements
What you’ll need- Bachelor’s degree in Business, Finance, Marketing, or a related field.
- 8+ years of experience in treasury management, branch management, banking operations, or related financial services.
- Strong knowledge of HOA/property management banking products and services.
- Leadership experience with a proven ability to build relationships and grow business opportunities.
- Military education or experience may be considered in lieu of traditional education or work experience.
- Exceptional communication and presentation skills.
- Strategic thinker with strong analytical and problem-solving abilities.
- Proven success in business development and relationship management.
- Ability to manage multiple priorities in a fast-paced environment.
- Strong understanding of banking regulations, treasury management solutions, and lending practices.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Benefits
Comp & perks- Medical, Dental and Vision insurance, including FSA (Flex Spending Account)
- Paid Time Off to include select paid holidays
- Retirement Benefits with generous 401K match
- Paid Parental Leave
- Education Assistance
- Employee Assistance Program
- Employee Wellness Program and much more!