HOA Relationship Manager

1 day ago


Miami FL USA, United States City National Bank Full time
HOA Relationship Manager

The Homeowners Association (HOA) Relationship Manager at City National Bank is responsible for managing and developing commercial banking relationships within the Community Association industry. This role involves 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 internal teams to provide customized Treasury Management solutions that meet the financial needs of HOA clients.
Requirements:
  • 5+ years of business development experience in the Community Association industry (HOA).
  • 2-4 years of experience in building and expanding new banking relationships is preferred.
  • 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 is a plus.
  • Possess strong business development skills and demonstrate ability to build/trusting partnerships.
Education:
  • Must have a Bachelor's degree from an accredited college with a business, economics, finance, or related degree or equivalent experience.


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