CAB (Community Association Banking) Relationship Manager

First Citizens; Phoenix (AZ); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid work model

In-office training during first 2 week

Job summary

First Citizens Bank in Phoenix is seeking a Community Association Banking Relationship Banker to grow HOA banking relationships and provide tailored financial solutions for Property Management Companies. You will partner with Relationship Sales Officers to deliver deposits, treasury management, and related services.

Role requires strong relationship skills, data accuracy, and knowledge of HOA banking. This hybrid position requires two in-office days per week and daily 7am–4pm Arizona time, with

Qualifications

• Bachelor's degree or equivalent experience required.
• Experience supporting or servicing customers is expected.
• HOA/community association banking knowledge is a plus.

Responsibilities

• Build and expand Community Association Banking relationships with Property Management Companies.
• Serve as primary contact for PMCs and coordinate with Relationship Sales Officers.
• Provide deposits, treasury management, and other banking services as needed.
• Deliver high-quality service, resolve escalated issues, and maintain strong relationships.

Skills

Relationship management

Data entry accuracy

Treasury management knowledge

Education

Bachelor's Degree

Tools

Microsoft Teams

Job description

Overview

Forever Strong. What sets First Citizens apart? Strong leadership, enduring values and a commitment to helping people and businesses prosper.

This position is responsible for building and expanding Community Association Banking relationships. You will serve as a trusted advisor to Property Management Companies PMC’s, offering financial products and services to meet their unique needs and support their financial goals. In this role you will act as the primary point of contact for Property Management Companies, understanding their financial needs and providing personalized banking solutions. This role partners with Relationship Sales Officers (RSO’s) in the Community Association Banking Division.

The role requires the banker to work closely with the Relationship Sales Officer and be a subject matter expert in Community Association Banking deposits and related business services. Thorough knowledge of lockbox products and Treasury Management services. The ideal candidate should possess strong interpersonal skills with a high ability to deliver Microsoft Teams client and partner meetings. HOA Banking experience is preferred.

This position is a hybrid role that require 2 days per week in the office, and the ability to work 7am-4pm Arizona time every day.

If hired there will be in office training everyday the first 2 weeks.

Responsibilities & Qualifications

• Account Servicing - Performs complex data entry, processing, and documentation. Ensures accuracy and compliance with all rules and regulations.
• Operations - Performs advanced operational tasks, manages vendor and associate inquiries. May lead team in direction and success of daily activities.
• Business Expertise - Acts as a resource in area of work. Performs process troubleshooting for both internal and external parties. May assist in promotion and distribution of Bank products or services. May support development of new products or services.
• Service & Support - Develops and maintains relationships with customers, associates, or vendors to achieve business goals and streamline service experience. Determines target needs and provides resolution. Handles escalated and complex support issues.

Qualifications:

Bachelor's Degree and 0 years of experience in Support or Customer Service OR High School Diploma or GED and 4 years of experience in Support or Customer Service

Preferred Qualifications

• Experience with community association banking
• 1+ year of banking experience
• 4+ years Customer service

Additional Information

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.