CAB Regional Sales Officer (HOA Community Banking)

First Citizens; Dallas, Austin (TX, TX); Remote; USD 121,000 - 161,000; Full time

Job summary

First Citizens is seeking a remote Senior Specialist focused on Community Association Banking growth across markets in the United States. The role drives HOA product sales, builds client and banker relationships, and ensures regulatory compliance.

You will collaborate with HOA staff and partners to generate opportunities and support service delivery. The ideal candidate has a Bachelor's and 6+ years in Financial Services with HOA banking experience, or a high school diploma and 10+ years in the

Qualifications

• Requires Bachelor's Degree with 6+ years in Financial Services including Community Association Banking
• Alternative: High School Diploma with 10+ years in Financial Services including Community Association Banking

Responsibilities

• Sell HOA products and services and develop deposit, loan and payment relationships.
• Develop and maintain influential market relationships; cross-sell banking products and services.
• Coordinate with internal partners to set up new customers and processing.

Skills

Sales & Marketing

Relationship Management

Deposit & Loan processing

Banking product knowledge

Education

Bachelor's Degree

High School Diploma or GED

Job description

Overview

This is a remote role that may be hired in several markets across the United States.

This position is responsible for the growth of Community Association Banking (CAB) regional portfolios. Drives growth through direct sales and support of Homeowners Associate (HOA) products and services to new and existing customers. Develops influential relationships with clients and bankers to generate sales opportunities. Ensures compliance with bank policies and practices and regulatory statutes.

Responsibilities & Qualifications

Duties & Responsibilities:
Sales & Marketing - Sells HOA products and services and generates deposit and loan, and payment relationships.. Participates in CAI chapters and industry events, develops prospects in the Association industry, and makes presentations to prospective customers. Maintains knowledge of banking products and services as well as knowledge of the industry and market areas served. Keeps abreast of current developments and market trends to further identify and service the customers' needs.
Relationship Management - Develops influential relationships within the market to create sales and referral opportunities. Strengthens and manages existing relationships through regular (minimum monthly) visits and troubleshooting lockbox and other technical and service issues. Identifies opportunities to actively cross-sell all banking products and services as appropriate. Presents and participates in creative solutions to meet customers' needs. Manages customer and prospect relationships, referring sales partners or other associates as appropriate to carry sales relationships to completion. Attends and participates in HOA staff meetings.
Payment, Loan and Account Processing - Works with internal business partners including Account Management and servicing groups to set up new customers, complete paperwork and submit payment, loan and new account packages.

Qualifications:

Bachelor's Degree and 6 years of experience in Financial Services including Community Association Banking OR High School Diploma or GED and 10 years of experience in Financial Services including Community Association Banking

Additional Information

The base pay for this position is generally between $120,525.00 and $160,700.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

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.

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