HOA Cash Management Officer

Jobgether; Oregon; Hybrid; USD 140,000 - 171,000; Full time

Benefits offered by this job

Full benefits package

Fully remote position

Competitive salary

Job summary

Jobgether, on behalf of a partner, is seeking an HOA Cash Management Officer based in the United States. This fully remote role focuses on building relationships with HOAs and property management companies, offering deposit and treasury management solutions.

You will develop a sales pipeline, tailor proposals, conduct cost-benefit analyses, and guide clients through the lifecycle, ensuring high service levels and long-term satisfaction in a results-driven environment.

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field.
• At least 5 years of experience in deposit and treasury management sales or a related area.
• Strong understanding of state and federal banking regulations, operational policies, and financial products and services.
• Experience using CRM platforms, preferably Salesforce.
• Excellent verbal, written, and interpersonal communication skills.
• Demonstrated ability to understand client needs and develop tailored financial solutions.
• Proven business development capabilities, including prospecting, lead generation, and cross-selling.
• Self-motivation and the ability to manage priorities and work independently while contributing effectively to a team.

Responsibilities

• Drive sales growth by understanding the specific needs of HOAs and property management companies and cross-selling relevant deposit and treasury management products and services.
• Proactively generate new business through cold calling, warm leads, referrals, and targeted market research.
• Identify market opportunities and develop strategies to expand client relationships and increase revenue.
• Maintain an active sales pipeline and provide accurate, real-time updates through CRM tools.
• Prepare customized sales proposals, conduct cost-benefit analyses, and recommend pricing strategies that support client needs and business margins.
• Provide consultative support to prospective and existing clients before and after the sale.
• Respond to inbound inquiries and deliver training and assistance related to deposit accounts, treasury management, and online banking solutions.
• Build strong relationships with clients, colleagues, and management through professional communication and effective teamwork.
• Maintain up-to-date knowledge of banking products, industry practices, and relevant market developments.
• Ensure compliance with applicable state and federal banking regulations, internal policies, and operational standards.
• Consistently uphold high standards of professionalism, work quality, attendance, and service delivery.

Skills

Sales

Relationship management

Deposit & treasury management

CRM (Salesforce)

Financial regulations

Communication

Business development

Independent work

Education

Bachelor's degree in Finance, Business Administration, Economics

Tools

Salesforce

Job description

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a HOA Cash Management Officer based in the United States.

The HOA Cash Management Officer will drive business growth by developing relationships with Homeowners Associations (HOAs) and property management companies across the United States. This remote role combines business development, consultative sales, and relationship management, with a focus on tailored deposit and treasury management solutions. You will identify new market opportunities, build a strong sales pipeline, and develop customized proposals that address clients’ financial and operational needs. Through cost-benefit analyses and strategic pricing recommendations, you will help optimize revenue and profitability. You will also provide ongoing guidance and support throughout the client lifecycle, ensuring a high standard of service and long-term satisfaction. This opportunity is ideal for an experienced banking professional who thrives in a results-oriented and client-focused environment.

Accountabilities

• Drive sales growth by understanding the specific needs of HOAs and property management companies and cross-selling relevant deposit and treasury management products and services.
• Proactively generate new business through cold calling, warm leads, referrals, and targeted market research.
• Identify market opportunities and develop strategies to expand client relationships and increase revenue.
• Maintain an active sales pipeline and provide accurate, real-time updates through CRM tools.
• Prepare customized sales proposals, conduct cost-benefit analyses, and recommend pricing strategies that support client needs and business margins.
• Provide consultative support to prospective and existing clients before and after the sale.
• Respond to inbound inquiries and deliver training and assistance related to deposit accounts, treasury management, and online banking solutions.
• Build strong relationships with clients, colleagues, and management through professional communication and effective teamwork.
• Maintain up-to-date knowledge of banking products, industry practices, and relevant market developments.
• Ensure compliance with applicable state and federal banking regulations, internal policies, and operational standards.
• Consistently uphold high standards of professionalism, work quality, attendance, and service delivery.

Requirements

• Bachelor's degree in Finance, Business Administration, Economics, or a related field.
• At least 5 years of experience in deposit and treasury management sales or a related area. An equivalent combination of education and professional experience may also be considered.
• Strong understanding of state and federal banking regulations, operational policies, and financial products and services.
• Experience using CRM platforms, preferably Salesforce.
• Excellent verbal, written, and interpersonal communication skills.
• Demonstrated ability to understand client needs and develop tailored financial solutions.
• Strong analytical and problem-solving skills, including the ability to address complex situations that do not follow standardized procedures.
• Proven business development capabilities, including prospecting, lead generation, relationship building, and cross-selling.
• Self-motivation and the ability to manage priorities and work independently while contributing effectively to a team.

Benefits

• Competitive salary of up to $155,000.
• Full benefits package.
• Fully remote position within the United States.