Servbank

HOA Relationship Manager

Servbank

full-time

Posted on:

Location Type: Remote

Location: United States

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About the role

  • Proactively generate new business by identifying market opportunities through cold calls, warm leads, and referrals within the HOA and property management sectors
  • 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
  • Collaborate closely with the Sales Team to educate and expand product offerings to HOA and property management clients through on-site and remote meetings
  • Stay updated on industry best practices and product knowledge related to the Bank’s suite of services
  • Ensure accuracy and completeness of customer agreements, maintenance requests, and cancellation forms

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
  • Knowledge of state and federal banking regulations
  • 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
  • Experience with CRM tools such as Sales Force preferred
Benefits
  • Exceptional customer service
  • Consultative support for clients
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Deposit Management SalesTreasury Management SalesMarket Opportunity IdentificationCross-SellingCustomer Agreement AccuracyMaintenance Request ManagementCancellation Form Management
Soft Skills
Verbal CommunicationWritten CommunicationInterpersonal CommunicationProblem SolvingSelf-MotivationCollaboration
Certifications
Bachelor’s Degree in FinanceBachelor’s Degree in Business AdministrationBachelor’s Degree in Economics