HOA Relationship Growth Executive

Columbia Banking System; San Diego (CA); On-site; USD 90,000 - 175,000; Full time

Job summary

Columbia Bank is seeking an HOA Relationship Manager in San Diego to drive new business and manage a portfolio of HOA relationships. You will develop expertise in HOA banking needs and tailor Treasury Management solutions to client objectives.

This senior, revenue-generating role focuses on prospecting, consulting, and closing with property management clients, CPAs, attorneys, and business owners, while ensuring exceptional service and risk management.

Qualifications

• 5+ years of business development or sales experience in Financial Services and/or the Property Management industry.
• Proven track record in developing and maintaining strong customer relationships.
• Ability to consult on banking products and services for HOA clients.

Responsibilities

• Develop and close new HOA and property management banking relationships.
• Manage and grow an existing HOA portfolio and Treasury Management usage.
• Meet with CPAs, attorneys, real estate agents, and executives to assess financial needs.
• Negotiate deposit/credit terms while protecting bank risk.
• Maintain CRM records and monitor client activity and renewals.

Skills

Relationship selling

Portfolio management

Contract negotiation

Client relationship management

Education

Bachelor’s degree or equivalent

Job description

Columbia Bank is seeking an HOA Relationship Manager in San Diego to drive new business and manage a portfolio of HOA relationships. You will develop expertise in HOA banking needs and tailor Treasury Management solutions to client objectives.

This senior, revenue-generating role focuses on prospecting, consulting, and closing with property management clients, CPAs, attorneys, and business owners, while ensuring exceptional service and risk management.