HOA Community Association Relationship Sales Officer (Remote - FL)

First Citizens Investor Services; Florida; Remote; USD 70,000 - 100,000; Full time

Job summary

A leading financial services provider is seeking a remote Relationship Manager for Community Association Banking in Florida. The role encompasses managing client relationships, driving sales of HOA products, and ensuring compliance with regulatory standards. Candidates should hold a Bachelor's Degree with significant experience in Financial Services, especially in Community Association Banking, and possess strong relationship management and sales skills.

Benefits

Competitive benefits program

Flexible working conditions

Qualifications

• 6 years of experience in Financial Services including Community Association Banking.
• Knowledge of banking products and services.
• Valid driver's license required.

Responsibilities

• Develops and manages influential relationships within client segments to create sales opportunities.
• Sells Homeowners Association (HOA) products and services.
• Works with internal business partners for account processing.

Skills

Relationship Management

Sales

Compliance

Marketing

Education

Bachelor's Degree

High School Diploma or GED

Job description

Overview

This is a remote role that may only be hired in the following location: Florida

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

Responsibilities

• Relationship Management - Develops and manages influential relationships within client segment/channel to create sales and referral opportunities. Creates valuable relationships with business line decision makers and key stakeholders. Strengthens and manages existing relationships through regular (minimum quarterly) in-person and virtual visits and troubleshooting lockbox and other technical and service issues. Presents and participates in creative solutions to meet customers' needs. Manages customer relationships, referring sales partners or other associates as appropriate to carry sales relationships and opportunities to completion. Attends and participates in HOA staff meetings.
• Sales & Marketing - Sells HOA products and services and generates deposit, loan and payments relationships. Participates in CAI chapters and industry events. 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.
• 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

License or Certification Type: Valid driver's license Required

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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