HOA Cash Management Officer

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🔥 27 minutes ago

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The Symicor Group

WebsiteLinkedInAll Job Openings

1 - 10 employees

🎯 Recruiter

🏦 Banking

Recruitment • Banking

The Symicor Group is a specialized recruitment firm focused on the banking industry, branding itself as "Bankers Recruiting Bankers. " With over 105 years of combined banking experience among its recruiters, the firm prides itself on expert knowledge and a deep understanding of the banking sector. The Symicor Group is dedicated to providing top-tier recruitment services by matching highly skilled banking professionals with banks and credit unions to meet their staffing needs. The firm emphasizes thorough industry knowledge, expert recruiting techniques, and constant communication to ensure long-lasting client relationships and successful placement outcomes. The Symicor Group fills various roles, from top executive positions like bank Presidents and CFOs to specialized roles such as Commercial Loan Review Officers and Bank Compliance Directors.

📋 Description

• 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. • 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.

🎯 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; 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.