Hoa Relationship Manager (Southwest)

This position is responsible for collecting Homeowner Association Deposits and Loans. They are also a consultant and business partner to the Sales Team to ensure Bank clients with specialty depository needs are offered the specific products to fit their individual needs. This can be accomplished through customized sales proposals, conducting cost/benefit analyses, building multiple pricing scenarios and identifying pricing improvements and margin opportunities. Participates in customer calls and provides pre and post-sale client support for clients managed by the Specialty Deposit Group (SDG).
ESSENTIAL DUTIES AND RESPONSIBILITIES
• Generate new business through identifying market opportunities through cold calls, warm leads & referrals.
• Drive new sales opportunities by determining client needs and cross-selling treasury products and services to internal & external clients.
• Maintain active sales pipeline and provide real time updates utilizing CRM tools.
• Maintain relevant working knowledge of industry practices pertaining to the full suite of products and services offered.
• Reviews and ensures the completeness, accuracy and adequacy of signed customer agreements, maintenance requests and cancelation forms.
• Understand and comply with requirements of all laws and regulations applicable to the position.
• Assist in fulfilling the department’s audit requirements and ensure the implementation and completion of agreed audit recommendations.
• Serve as a subject matter expert on system capabilities, client onboarding process & worksheets and bank agreements related to Deposit and Treasury

Management services.

Ability to travel as needed to complete sales in all areas of the nation.

ADDITIONAL RESPONSIBILITIES
• Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management
• Demonstrates high level of quality work, attendance, appearance, and professionalism
• Adheres to all Company Policies & Procedures and Safety Regulations
• Adheres to local, state and federal laws
• Performs any other duties that may be assigned by supervisors or management team
• Understands and complies with all company rules and regulations
• Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to the position and job responsibilities, with