Home Association Relationship Manager Senior

Overview

The Homeowners Association (HOA) Relationship Manager is responsible for managing and developing commercial banking relationships within the Community Association industry. Develops relationships with both current clients and prospects in an effort to generate new deposit business by offering customized Treasury Management products and services that will enhance the financial operations of the property management company. • Meets or exceeds individual sales and retention goals adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance. • Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank’s strategic goals. • Drive new business development within the Florida Market. • Responsible for a regular calling program within the targeted region to include calls, email, trade events and in person meetings to drive awareness of bank products within market. • Coordinates with various divisions and departments (Deposit Operations, Underwriting, Credit, Servicing, and Treasury Management) in the servicing of routine transactions and in solving client issues and onboarding new clients. • Maintains up-to-date knowledge of competitors’ products and pricing in the market served. • Maintains up-to-date knowledge of banks credit policies. • Works with Portfolio Management in obtaining financial reporting requirements. • Manages the loan advances tied to the non-revolving condominium loans. • Reviews construction budgets and determines the availability in which the clients can access for loan funding. • Will be asked to attend trade shows throughout the state and networking events related to association banking.

Qualifications

• 2-4 years of business development experience in Community Association Industry (HOA) or equivalent experience in industry
• 2-4 years of building and expanding new banking relationships experience
• Proven success in generating new business.
• Thorough understanding of local market and solid base of contacts required.
• Excellent credit analysis and relationship management skills.
• Knowledge of banking regulations, lending policies, procedures and techniques and well demonstrated understanding of loan risk factors a plus
• Possess strong business development skills and demonstrate ability to build/expand trusting partnerships.

Education

Bachelor's Degree in Business Administration, Finance or Equivalent Certification. Required