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HOA Relationship Manager

2 months ago

Tampa, Florida, United States City National Bank Full time
Job Summary

The Homeowners Association (HOA) Relationship Manager is responsible for managing and developing commercial banking relationships within the Community Association industry. This role requires a strong understanding of the industry and the ability to build and expand relationships with current clients and prospects.

Key Responsibilities
  • Develop and maintain relationships with HOA clients and prospects to generate new deposit business.
  • Offer customized Treasury Management products and services to enhance the financial operations of property management companies.
  • Conduct credit analysis and provide relationship management expertise to clients.
  • Stay up-to-date on local market trends and maintain a solid base of contacts within the industry.
Requirements
  • 5+ years of business development experience in the Community Association industry (HOA).
  • Two-four 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 a well-demonstrated understanding of loan risk factors is a plus.
  • Possess strong business development skills and demonstrate the ability to build and expand trusting partnerships.
Education
  • Must have a 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 and welcomes applications from diverse candidates. We are committed to creating an inclusive and respectful work environment.