Regional Sales Officer-Community Association Banking (Remote - OR)

First Citizens; Oregon, Lake Oswego (IL, OR); Remote; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dynamic individual to drive growth in Community Association Banking through direct sales and relationship management. This remote role focuses on selling HOA products and services, fostering influential relationships with clients and bankers, and ensuring compliance with banking policies. The ideal candidate will possess a Bachelor's Degree or equivalent experience, coupled with strong sales and marketing acumen. Join a competitive benefits program where your contributions will significantly impact the success of the organization and the communities it serves.

Qualifications

• 6+ years of experience in banking or related field.
• Strong relationship management and sales skills.

Responsibilities

• Sells HOA products and services to generate deposit and loan relationships.
• Develops influential relationships to create sales and referral opportunities.
• Collaborates with partners for loan processing and customer setup.

Skills

Sales & Marketing

Relationship Management

Loan Processing

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: Oregon.

This position is responsible for the growth of Community Association Banking (CAB) regional portfolios. It drives growth through direct sales and support of Homeowners Association (HOA) products and services to new and existing customers. The role involves developing influential relationships with clients and bankers to generate sales opportunities, ensuring compliance with bank policies and regulatory statutes.

Responsibilities

1. Sales & Marketing - Sells HOA products and services, generates deposit and loan relationships, including soliciting CondoCerts and Insurance customers. Participates in CAI chapters, develops prospects in the association industry, and makes presentations to prospective customers. Maintains knowledge of banking products, services, industry, and market trends to better serve customer needs.
2. 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 issues. Identifies cross-selling opportunities and presents creative solutions to meet customer needs. Manages customer and prospect relationships, referring sales partners as appropriate. Attends HOA staff meetings.
3. Loan Processing - Collaborates with internal partners to set up new customers, complete paperwork, and submit payment, loan, and new account packages.

Qualifications

Bachelor's Degree with 6 years of experience in OR High School Diploma or GED with 10 years of experience.

License or Certification Type: N/A

Benefits are an integral part of total rewards. First Citizens Bank offers a competitive benefits program. More information can be found at https://jobs.firstcitizens.com/benefits.