HOA Relationship Manager

Sunwest Bank•Sarasota, FL

About The Position

This position is responsible for driving new business through the sales of Property Management, Title, Escrow and other Specialty Depository services including but not limited to deposits and treasury services offered by the Bank. They are also a consultant and business partner to the Sales Team to ensure Bank clients with specialty depository needs are offered the specific products to fit their individual needs. This can be accomplished through customized sales proposals, conducting cost/benefit analyses, building multiple pricing scenarios and identifying pricing improvements and margin opportunities. Participates in customer calls and provides pre and post-sale client support for clients managed by the Specialty Deposit Group (SDG).

Requirements

5 years of related Deposit and Treasury Management experience and/or training; or the equivalent combination of education and experience.
Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be applicable to the financial industry.
Some knowledge of related state and federal banking compliance regulations, Bank operational policies and procedures, and the Bank’s products and services.
Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees.
Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
Ability to work with no supervision while performing duties.

Nice To Haves

Experience with Sales Force and/or similar CRM tools preferred.

Responsibilities

Generate new business through identifying market opportunities through cold calls, warm leads & referrals.
Drive new sales opportunities by determining client needs and cross-selling treasury products and services to internal & external clients.
Maintain active sales pipeline and provide real time updates utilizing CRM tools.
Provides support to the Sales Team to educate and sell additional products to SDG clients via onsite and telephonic meetings.
Maintain relevant working knowledge of industry practices pertaining to the full suite of products and services offered.
Handle in-bound customer service inquiries, training and support requests pertaining to Deposit, Treasury Management & Internet Banking products and services, while ensuring high customer service quality.
Reviews and ensures the completeness, accuracy and adequacy of signed customer agreements, maintenance requests and cancelation forms.
Understand and comply with requirements of all laws and regulations applicable to the position.
Complete new client setup and/or deletion requests and client training in all related products and services
Assist in fulfilling the department’s audit requirements and ensure the implementation and completion of agreed audit recommendations.
Provide support to Bank employees in all areas of Electronic Banking, Deposit and Treasury Management products and services.
Serve as a subject matter expert on system capabilities, client onboarding process & worksheets and bank agreements related to Deposit and Treasury Management services
Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management
Demonstrates high level of quality work, attendance, appearance, and professionalism
Adheres to all Company Policies & Procedures and Safety Regulations
Adheres to local, state and federal laws
Performs any other duties that may be assigned by supervisors or management team
Understands and complies with all company rules and regulations
Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to the position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA.