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

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

Job summary

An established industry player is seeking a motivated individual for a remote role focused on Community Association Banking. This position is pivotal in driving growth through direct sales and support of HOA products and services. You'll develop influential relationships with clients and bankers, ensuring compliance with banking policies while identifying cross-selling opportunities. If you are passionate about building relationships and have a strong sales background, this is an exciting opportunity to make a significant impact in a dynamic environment.

Qualifications

• 6 years of experience in banking or finance.
• Strong relationship management and sales skills.

Responsibilities

• Sell HOA products and services, generating deposit and loan relationships.
• Develop influential relationships to create sales opportunities.
• Collaborate with internal partners for loan processing.

Skills

Sales & Marketing

Relationship Management

Loan Processing

Customer Service

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, practices, 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 developments, 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 technical issues. Identifies opportunities to cross-sell banking products and services. Presents solutions to meet customer needs and refers sales partners as appropriate. Attends and participates in HOA staff meetings.
3. Loan Processing - Collaborates with internal partners, including Account Management and servicing groups, to set up new customers, complete paperwork, and process payments, loans, and new account packages.

Qualifications

Bachelor's Degree with 6 years of experience in OR, 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 and thoughtfully designed benefits program. More information can be found at https://jobs.firstcitizens.com/benefits.