Community Association Banking (CAB) Officer

Role Summary

The Association Banking Officer will be responsible for supporting the management and growth of the current Property Management/HOA business held within the bank.  This client-facing role is responsible for developing and expanding relationships and establishing and driving the strategy and expansion of this business across our bank’s footprint and sales organization.

Key Responsibilities / Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


* Manage and grow deposits and treasury revenue across the Property Management/HOA portfolio.


* Work as a trusted advisor with all business clients, Homeowners Associations and Property Management Companies to deliver a tailored suite of deposit and Treasury Services.


* Collaborate with Treasury Services and Commercial Banking teams to establish and drive business development strategies including input into product development, marketing, and other strategic initiatives.


* Accountable for revenue expansion, pipeline momentum, relationship profitability, client calling, portfolio development, pricing strategy and proposal/presentation delivery.


* Maintain a strong client focus, treasury industry expertise, a broad understanding of bank structure and the operational aspects of doing business within the HOA/Property Management space.


* Ensure client satisfaction by understanding needs of all business clients, Homeowners Association and Property Management Company's needs as well as being their advocate at the bank.


* Assist management in the development of new products and services, marketing materials, and the establishment of sales objectives.


* Over see the sales process from initial client call to full implementation and usage of TM services.


* Adhere to all corporate policies and procedures, Federal and State regulations, and laws.


* Complete all mandatory annual compliance training.


* Follow regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and OFAC to assist in the identification, detection and determent of money laundering and other unlawful activities, as well as regulations pertaining to lending and consumer compliance to include fair lending laws.


* Perform other duties and special projects as assigned.

Job Requirements:

Education:


* Bachelor’s degree in a business-related field or equivalent experience.

Required:


* 10+ years of experience in one or a combination of the following: sales, business development, and/or treasury management.


* Excellent client facing presentation, written, verbal, and virtual communication skills, and interpersonal skills.


* Substantial analytical skills and ability to assimilate complex information and problem-solve.


* Strong ability to learn quickly and multi-task.


* Ability to...