HOA Relationship Manager
Sunwest Bank3 days ago
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OnsiteFull-timeSenior
Summary
Sunwest Bank is seeking an HOA Relationship Manager to join their team in Fort Worth, TX. The role involves driving new business through the sales of Property Management, Title, Escrow, and other Specialty Depository services.
About the Role
As an HOA Relationship Manager, you will be responsible for generating new business through market opportunities, driving sales by determining client needs, maintaining an active sales pipeline, and providing support to the Sales Team. You will also handle customer service inquiries and ensure compliance with banking regulations while serving as a subject matter expert on deposit and treasury management services.
About You
Required:
- 5 years of related Deposit and Treasury Management experience and/or training.
- Some knowledge of state and federal banking compliance regulations.
- Exceptional verbal, written, and interpersonal communication skills.
- Ability to deal with complex problems in non-standardized situations.
- Ability to work independently with no supervision.
Preferred:
- Experience with Sales Force and/or similar CRM tools.
Sunwest Bank
Sunwest Bank, founded in 1969, is a privately held commercial bank with over $2.9 Billion in assets and headquartered in Sandy, UT, with operations in California, Arizona, Idaho, Utah, and Florida. We are an entrepreneurial business bank with a long tradition of providing excellent service to entrepreneurs, privately held corporations, family offices, small-medium size businesses, and real estate developers throughout the Western United States. More information about Sunwest Bank and its full line of products and services is available at SunwestBank.com. MEMBER FDIC – EQUAL HOUSING LENDER – EQUAL OPPORTUNITY EMPLOYER © 2024 Sunwest Bank
Fort Worth, TX