HOA Relationship Manager

Job Description

Job Description

Description:

The HOA Relationship Manager is responsible for driving new business and providing consultative support specifically tailored to Homeowners Associations (HOAs) and property management companies. The HOA Relationship Manager crafts customized sales proposals, conducts thorough cost/benefit analyses, and identifies pricing strategies to optimize margins. Additionally, they support HOA and property management clients pre- and post-sale, ensuring exceptional service and satisfaction.

About Servbank:

Founded in 1994, 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.

Job Responsibilities:

• Proactively generate new business by identifying market 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.
• Ensure accuracy and completeness of customer agreements, maintenance requests, and cancellation forms.
• Adhere to all regulatory requirements and internal policies governing financial services.
• Demonstrate professionalism in communication and teamwork with clients, peers, and management.
• Uphold high standards of work quality, attendance, appearance, and professionalism.
• Comply with Company Policies & Procedures and relevant local, state, and federal laws.
• Perform additional duties as assigned by supervisors or management.
• Attend training sessions to maintain knowledge of financial industry regulations and compliance standards.

• 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.

EEO Statement:

We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.