HOA Relationship Manager

2 weeks ago


Phoenix, Arizona, United States Servbank Full time
About the Role

The HOA Relationship Manager is a key member of our sales team, responsible for driving new business and providing consultative support to Homeowners Associations (HOAs) and property management companies.

Key Responsibilities
  • Proactively generate new business opportunities through cold calls, warm leads, and referrals within the HOA and property management sectors.
  • Drive sales growth by understanding the unique needs of HOAs and property management companies, and effectively cross-selling treasury products and services.
  • Maintain a dynamic sales pipeline and provide real-time updates using CRM tools.
  • Collaborate closely with the Sales Team to educate and expand product offerings to HOA and property management clients through on-site and remote meetings.
  • Stay updated on industry best practices and product knowledge related to the Bank's suite of services.
  • Provide exceptional customer service, handling inbound inquiries, training requests, and support related to Deposit, Treasury Management, and Online Banking products specifically tailored for HOAs and property management companies.
Requirements
  • Bachelor's degree in finance, Business Administration, Economics, or a related field.
  • Minimum of 5 years of experience in Deposit and Treasury Management Sales or related fields; equivalent combination of education and experience will be considered.
  • Knowledge of state and federal banking regulations, operational policies, and the Bank's products and services.
  • Strong verbal, written, and interpersonal communication skills.
  • Ability to solve complex problems in non-standardized situations.
  • Self-motivated with the ability to work independently and collaboratively.
  • Experience with CRM tools such as Sales Force preferred.
About Servbank

Servbank is a banking institution with local roots and national reach. We were built on a foundation of community-orientation, which ensures that no matter who we serve, we do so with the human touch that marks the gold standard of service.

We work with individuals, businesses, and communities, so that whether you're a student, a homeowner, a small business owner, or a community leader, we can help you fulfill your goals.

Come create excellence with Servbank.



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