CAB (Community Association Banking) Relationship Manager
First Citizens
Overview Forever Strong. What sets First Citizens apart? Strong leadership, enduring values and a commitment to helping people and businesses prosper. This position is responsible for building and expanding Community Association Banking relationships. You will serve as a trusted advisor to Property Management Companies PMC’s, offering financial products and services to meet their unique needs and support their financial goals. In this role you will act as the primary point of contact for Property Management Companies, understanding their financial needs and providing personalized banking solutions. This role partners with Relationship Sales Officers (RSO’s) in the Community Association Banking Division. The role requires the banker to work closely with the Relationship Sales Officer and be a subject matter expert in Community Association Banking deposits and related business services. Thorough knowledge of lockbox products and Treasury Management services. The ideal candidate should possess strong interpersonal skills with a high ability to deliver Microsoft Teams client and partner meetings. HOA Banking experience is preferred. This position is a hybrid role that require 2 days per week in the office, and the ability to work 7am-4pm Arizona time every day. If hired there will be in office training everyday the first 2 weeks. Responsibilities & Qualifications Account Servicing - Performs complex data entry, processing, and documentation. Ensures accuracy and compliance with all rules and regulations. Operations - Performs advanced operational tasks, manages vendor and associate inquiries. May lead team in direction and success of daily activities. Business Expertise - Acts as a resource in area of work. Performs process troubleshooting for both internal and external parties. May assist in promotion and distribution of Bank products or services. May support development of new products or services. Service & Support - Develops and maintains relationships with customers, associates, or vendors to achieve business goals and streamline service experience. Determines target needs and provides resolution. Handles escalated and complex support issues. Qualifications: Bachelor's Degree and 0 years of experience in Support or Customer Service OR High School Diploma or GED and 4 years of experience in Support or Customer Service Preferred Qualifications Experience with community association banking 1+ year of banking experience 4+ years Customer service Additional Information Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at #J-18808-Ljbffr First Citizens
- First Citizens Bank in Phoenix is seeking a Community Association Banking Relationship Banker to grow HOA banking relationships and provide tailored financial solutions for Property Management Companies. You will partner with Relationship Sales Officers to deliver deposits...CommunityWork at office2 days per week
- First Citizens Bank is seeking a Community Association Banking specialist to build and expand HOA banking relationships with Property Management Companies. You will serve as a trusted advisor, partnering with Relationship Sales Officers to provide tailored banking solutions...CommunityWork at office
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