HOA Relationship Development Manager

Columbia Bank•South Jordan, UT

7d•$90,000 - $175,000•Onsite

About The Position

The HOA Relationship Manager at Columbia Bank is a senior-level, revenue-generating role focused on business development within the Community Association Banking strategy. The primary responsibility is identifying, cultivating, and closing new commercial banking relationships within the property management services industry. This role requires developing expertise in HOA banking needs to deliver customized Treasury Management products and services. In addition to new business development, the position involves managing and growing an existing portfolio of HOA relationships, ensuring client satisfaction and retention. This is an ideal role for a driven, consultative sales professional who thrives on building relationships and has a passion for community association banking.

Requirements

5+ years of business development or sales experience in either Financial Services and/or the Property Management industry
Bachelor’s Degree in related field required or equivalent experience
Demonstrated track record of developing and maintaining strong customer and prospect relationships
Applies professional expertise, consistent with Bank policies and procedures, to resolve a variety of issues in creative ways.
Works on problems of moderate scope where analysis of situations or data requires evaluation of a variety of factors.
Exercises appropriate judgment in selecting methods and techniques to determine appropriate action and develop solutions.
Builds productive internal/external working relationships.
Self-directed on day-to-day work; seeks more detailed guidance on new projects or assignments.
Developing professional expertise; applies company policies and procedures to resolve a variety of issues.
Exercises judgment within defined procedures and practices to determine appropriate action.

Nice To Haves

Educated Business Partner Distinction preferred

Responsibilities

Develop new depository relationships with prospective HOA and property management clients through telephonic outreach, face-to-face visits, and written communication.
Participate in community events and tradeshows to promote the Bank’s available services and financial products.
Meet with centers of influence including CPAs, attorneys, real estate agents, business owners, and senior executives to evaluate their financial and business needs and provide expert advice.
Develop a clear understanding of current and potential customer needs, business strategies, and core accounting platforms, and consult on how banking systems can increase efficiencies and support fraud mitigation.
Develop individual marketing strategies and approaches to execute plans for promoting the Bank’s financial products.
Leverage existing customer relationships to solicit and prospect for new banking relationships.
Effectively negotiate deposit and credit product pricing, terms and conditions with managers or officers of property management companies.
Negotiate terms of credit agreements including financial covenants and reporting to protect the Bank from excessive credit risk.
Scrutinize potential customer information for evidence of irregularities, discrepancies and fraud.
Make site visits to prospective or existing clients’ offices to examine collateral for new or existing loans or other assessments as needed.
Actively manage and maintain existing clients by independently monitoring their use of Treasury Management services, updating them on new enhancements, and serving as an escalation point for issues.
Manage customer relationships through the Bank’s CRM system to ensure customers are receiving the care and service that meets their expectations.
Discuss and evaluate current business requirements to anticipate additional customer needs and/or concerns.
Follow up on deposit and credit line expirations and renewals on a regular basis.
Communicate and collaborate with internal stakeholders and departments to help achieve customer goals and address customer needs.
Support Bank compliance efforts by completing pertinent courses.
Maintain expertise regarding trends in banking products, delivery channels, and regulatory, operational and compliance issues.
Facilitate the creation of necessary documentation to open, close and renew all types of deposit and loan accounts.
Ensure quick and accurate execution of customer requests.
Obtain necessary information for preliminary underwriting purposes.
Other duties as assigned.