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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!
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
treasury managementbanking operationsbusiness developmentrelationship managementlending practicesfinancial solutionsmarket analysisprocess improvementsrisk assessmentscustomer experience enhancement
Soft Skills
leadershipcommunicationpresentationstrategic thinkinganalytical skillsproblem-solvingcollaborationmentoringresponsivenessaccountability