The Symicor Group is hiring an HOA Cash Management Officer to drive new business and provide specialized consultative support for Homeowners Associations (HOAs) and property management companies. You will craft customized sales proposals, conduct analyses, and optimize pricing strategies while supporting clients throughout the entire engagement.
What You'll Do
- 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.
- Proactively generate new business by identifying market opportunities through cold calls, warm leads, and referrals within the HOA and property management sectors.
- Provide exceptional customer service, handling inbound inquiries, training requests, and support for Deposit, Treasury Management, and Online Banking products tailored for these clients.
- Stay updated on industry best practices and product knowledge related to the Bank’s suite of services.
- Adhere to all regulatory requirements and internal policies governing financial services.
- Uphold high standards of work quality, attendance, appearance, and professionalism.
What We're Looking For
- 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.
Nice to Have
- Experience with CRM tools such as Salesforce.
Benefits & Compensation
- Compensation: Up to $155K
Work Mode
This position is fully remote.
The Symicor Group is an equal opportunity employer.
