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About the Role
This remote position is responsible for growing Community Association Banking (CAB) regional portfolios by driving sales of HOA products and services to new and existing customers. The role involves developing relationships with clients and bankers to generate sales opportunities and ensuring compliance with bank policies and regulations.
Responsibilities
- Sells HOA products and services, generating deposit, loan, and payment relationships.
- Participates in industry events, develops prospects, and presents to prospective customers.
- Maintains knowledge of banking products, services, industry, and market areas.
- Stays informed of current developments and market trends to service customer needs.
- Develops influential relationships to create sales and referral opportunities.
- Manages existing relationships through regular visits and troubleshooting service issues.
- Cross-sells banking products and services.
- Presents and participates in creative solutions for customer needs.
- Manages customer and prospect relationships, referring sales partners as appropriate.
- Attends and participates in HOA staff meetings.
- Works with internal partners to set up new customers, complete paperwork, and submit packages for payment, loan, and new accounts.
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.
Skills
- Sales
- Relationship Management
- Cross-selling
- Financial Services
- Community Association Banking
- HOA Products and Services
Location
- United States
Work Type
- Remote
- Full-time
Experience Level
- 6 years
- 10 years
Education Level
- Bachelor's Degree
- High School Diploma or GED
Salary/Compensations
- $120,525.00 - $160,700.00
Benefits
- Competitive, thoughtfully designed, and quality benefits program.
About the Company
- First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates.