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Commercial Banking 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. 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.

Key Responsibilities
  • Develop and maintain strong relationships with HOA clients and prospects to identify business opportunities and provide tailored banking solutions.
  • Collaborate with internal stakeholders to design and deliver Treasury Management products and services that meet the unique needs of HOA clients.
  • Conduct market research and analysis to stay up-to-date on industry trends and competitor activity.
  • Develop and execute business development strategies to expand City National Bank's presence in the Community Association industry.
  • Provide exceptional customer service and support to HOA clients, ensuring their banking needs are met and exceeded.
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.