Remote HOA Treasury & Cash Management Advisor

Jobgether; United States; Remote; USD 140,000 - 171,000; Full time

Benefits offered by this job

Full benefits package

Fully remote within US

Job summary

Jobgether is seeking an experienced banking sales professional to expand our presence in HOA and property management sectors. You will deliver tailored treasury management and deposit solutions, build strong client relationships, and drive revenue growth across a remote US territory.

The ideal candidate has extensive experience in deposit and treasury management sales, strong regulatory knowledge, and excellent communication skills.

Qualifications

• Substantial experience in banking sales, treasury management, and client relationship development.
• Knowledge of state and federal banking regulations and financial products is required.
• Experience using CRM platforms, preferably Salesforce, is required.
• Excellent verbal, written, and interpersonal communication skills.

Responsibilities

• Expand the organization's presence in HOA and property management sectors with tailored deposit and treasury solutions.
• Generate new business through cold calling, warm leads, referrals, and market research.
• Develop strategies to expand client relationships and increase revenue.
• Maintain an active sales pipeline and provide real-time CRM updates.
• Prepare customized proposals and conduct cost-benefit analyses for pricing strategies.
• Provide consultative support to clients before and after the sale.
• Respond to inquiries and deliver training related to deposit accounts and treasury management.

Skills

Banking sales

Treasury management

Client relationships

CRM systems

Cross-selling

Communication

Independent work

Sales prospecting

Education

Bachelor's degree in Finance

Tools

Salesforce

Job description

Jobgether is seeking an experienced banking sales professional to expand our presence in HOA and property management sectors. You will deliver tailored treasury management and deposit solutions, build strong client relationships, and drive revenue growth across a remote US territory.

The ideal candidate has extensive experience in deposit and treasury management sales, strong regulatory knowledge, and excellent communication skills.