CAB Regional Sales Officer (HOA Community Banking)

First Citizens Bank•Austin, TX

2d•Remote

About The Position

This remote role may be hired in several markets across the United States. The CAB Regional Sales Officer is responsible for growing Community Association Banking (CAB) regional portfolios through direct sales and support of Homeowners Association (HOA) products and services to new and existing customers. The role builds influential relationships with clients and bankers to generate sales opportunities and ensures compliance with bank policies, practices, and regulatory statutes. The position sells HOA products and services and generates deposit, loan, and payment relationships. It develops prospects in the Association industry, participates in CAI chapters and industry events, and makes presentations to prospective customers. The officer maintains knowledge of banking products, services, industry developments, and market trends to identify and meet customer needs. The role also manages and strengthens customer and prospect relationships, identifies cross-selling opportunities, and works with internal business partners to establish new customers and process payment, loan, and account packages.

Requirements

Bachelor's degree and 6 years of experience in Financial Services, including Community Association Banking; or
High school diploma or GED and 10 years of experience in Financial Services, including Community Association Banking.

Responsibilities

Sell HOA products and services and generate deposit, loan, and payment relationships.
Participate in CAI chapters and industry events, develop prospects in the Association industry, and present to prospective customers.
Maintain knowledge of banking products and services, the industry, and served markets; monitor developments and trends to identify and serve customer needs.
Develop influential relationships within the market to create sales and referral opportunities.
Strengthen and manage existing relationships through regular visits at least monthly and troubleshoot lockbox and other technical and service issues.
Identify opportunities to cross-sell banking products and services as appropriate.
Present and participate in creative solutions to meet customer needs.
Manage customer and prospect relationships and refer sales partners or associates as appropriate to complete sales relationships.
Attend and participate in HOA staff meetings.
Work with internal business partners, including Account Management and servicing groups, to set up new customers, complete paperwork, and submit payment, loan, and new account packages.
Ensure compliance with bank policies, practices, and regulatory statutes.