Servbank
1001 - 5000 employees
💸 Finance
🏦 Banking
💳 Fintech
Finance • Banking • Fintech
Servbank is a full-service subservicer that focuses on providing a unique customer experience by blending dedicated professionals with innovative technology. Founded in 1994 in Illinois and operating under First Allied Bank, Servbank is recognized as one of the nation’s Top 10 subservicing providers. Their mission is to deliver superior customer service and personalized support, providing clients with a fully transparent and accessible view of their portfolios. Servbank aims to drive business success while promoting their tagline of 'Grow Happiness.
HOA Relationship Manager
Job not on LinkedIn
🕒 March 31
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Servbank
1001 - 5000 employees
💸 Finance
🏦 Banking
💳 Fintech
Finance • Banking • Fintech
Servbank is a full-service subservicer that focuses on providing a unique customer experience by blending dedicated professionals with innovative technology. Founded in 1994 in Illinois and operating under First Allied Bank, Servbank is recognized as one of the nation’s Top 10 subservicing providers. Their mission is to deliver superior customer service and personalized support, providing clients with a fully transparent and accessible view of their portfolios. Servbank aims to drive business success while promoting their tagline of 'Grow Happiness.
📋 Description
• Proactively generate new business by identifying market opportunities through cold calls, warm leads, and referrals within the HOA and property management sectors • 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 • Collaborate closely with the Sales Team to educate and expand product offerings to HOA and property management clients through on-site and remote meetings • Stay updated on industry best practices and product knowledge related to the Bank’s suite of services • Ensure accuracy and completeness of customer agreements, maintenance requests, and cancellation forms
🎯 Requirements
• 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 • Knowledge of state and federal banking regulations • 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 • Experience with CRM tools such as Sales Force preferred
🏖️ Benefits
• Exceptional customer service • Consultative support for clients
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