HOA Relationship Banking Specialist

4 days ago

Tampa, Florida, United States City National Bank Full time

Job Summary:

The HOA Relationship Banking Specialist will be responsible for developing and managing commercial banking relationships within the Community Association industry. This role requires building and expanding new banking relationships to generate new deposit business by offering customized Treasury Management products and services that enhance the financial operations of property management companies.

Key Responsibilities:

  • Develop and maintain relationships with current and prospective clients in the Community Association industry.
  • Identify and pursue new business opportunities to expand the bank's presence in the HOA market.
  • Collaborate with cross-functional teams to deliver customized Treasury Management solutions to HOA clients.
  • Conduct credit analysis and provide recommendations to clients on banking products and services.
  • Stay up-to-date on local market trends and regulatory requirements to provide expert advice to clients.

Requirements:

  • 5+ years of business development experience in the Community Association industry.
  • 2-4 years of experience in building and expanding new banking relationships.
  • 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.

Education:

  • Bachelor's degree from an accredited college with a business, economics, finance, or related degree or equivalent experience.

Equal Opportunity Employer:

  • City National Bank is an Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
  • Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process.

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