HOA Cash Management Officer - Remote

Overview

HOA Cash Management Officer – To $155K – Remote – Job # 3718.

Who We Are

The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!

We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.

The Position

Our client is seeking to fill a Remote HOA Cash Management Officer. The position 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.

This position comes with a generous salary of up to $155K and a full benefits package. (This is a remote position)

HOA Cash Management Officer responsibilities

• 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.
• Demonstrate professionalism in communication and teamwork with clients, peers, and management.
• 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.
• 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 related to Deposit, Treasury Management, and Online Banking products specifically tailored for HOAs and property management companies.

Who Are You?

You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.

You also bring the following skills and experience

• 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.
• 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.

Next steps

The next step is yours. Email us your current resume along with the position you are considering to: View email address on us.fitly.work.