HOA Relationship & Treasury Sales Lead

Servbank; Phoenix (AZ); On-site; USD 90,000 - 140,000; Full time

Job summary

A community-focused banking institution in Phoenix, Arizona seeks an HOA Relationship Manager to enhance their service for homeowners associations and property management companies. The role involves generating new business, providing consultative support, and ensuring exceptional customer satisfaction. Ideal candidates will have a Bachelor's degree in a relevant field, along with at least 5 years of experience in Deposit and Treasury Management Sales and strong communication abilities. You'll drive sales by understanding client needs and maintaining CRM tools.

Qualifications

• Minimum of 5 years of experience in Deposit and Treasury Management Sales.
• Knowledge of state and federal banking regulations.
• Self-motivated with the ability to work independently and collaboratively.

Responsibilities

• Proactively generate new business through cold calls and referrals.
• Drive sales growth by understanding the needs of clients.
• Provide exceptional customer service tailored for HOAs and property management companies.

Skills

Strong verbal communication

Problem-solving

Team collaboration

Education

Bachelor’s degree in finance, Business Administration, Economics, or related field

Tools

Sales Force

Job description

A community-focused banking institution in Phoenix, Arizona seeks an HOA Relationship Manager to enhance their service for homeowners associations and property management companies. The role involves generating new business, providing consultative support, and ensuring exceptional customer satisfaction. Ideal candidates will have a Bachelor's degree in a relevant field, along with at least 5 years of experience in Deposit and Treasury Management Sales and strong communication abilities. You'll drive sales by understanding client needs and maintaining CRM tools.