HOA Cash Management Officer - To 155K - Remote - Job 3718

3 months, 3 weeks ago
Full-time
Senior
Sales and Business Development
The Symicor Group

The Symicor Group

The Symicor Group specializes in talent acquisition for the banking sector, leveraging over 105 years of combined industry experience to connect financial institutions with top-tier banking professionals across various roles.

Professional Services
11-50
Founded 2010

Description

  • Drive sales growth by identifying and addressing the unique needs of HOAs and property management companies and cross-selling Deposit, Treasury Management, and Online Banking products.
  • Proactively generate new business through cold calls, warm leads, and referrals and maintain a dynamic sales pipeline with real-time CRM updates.
  • Craft customized sales proposals, perform cost/benefit analyses, and develop pricing strategies to optimize margins.
  • Provide consultative pre-sale and post-sale support, handling inbound inquiries, training requests, and ongoing client service to ensure satisfaction.
  • Demonstrate professionalism in communication and teamwork with clients, peers, and management and uphold high standards of work quality, attendance, and appearance.
  • Stay current on industry best practices and product knowledge related to the bank’s suite of services.
  • Ensure compliance with state and federal banking regulations and internal policies governing financial services.
  • Collaborate with internal teams as needed to support product delivery and client onboarding.

Requirements

  • Bachelor’s degree in Finance, Business Administration, Economics, or a related field (or equivalent combination of education and experience).
  • Minimum of 5 years’ experience in Deposit and Treasury Management Sales or related fields.
  • Knowledge of state and federal banking regulations, operational policies, and bank products and services.
  • Experience with CRM tools such as Salesforce (preferred).
  • 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.
  • Willingness to perform outbound prospecting activities (cold calls) and manage pipeline activity.

Benefits

  • Competitive salary up to $155,000.
  • Full benefits package.
  • Fully remote position

Interested in this position?

Apply directly on the company website

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