HOA Treasury Sales Leader – Drive Innovation and Growth in Community Banking

Are you ready to make a meaningful impact in the world of Homeowners Associations (HOA) Treasury Sales? Join our forward-thinking team and be at the forefront of revolutionizing the way HOAs manage their financial services. As the HOA Treasury Sales Leader, you’ll be the key player in expanding our services and bringing cutting-edge treasury solutions to the community sector.

What You’ll Do:

• Lead HOA Growth: Take charge of sales activities and goals for HOA treasury services by developing and executing a forward-thinking strategy to generate new deposits and fees. You’ll be the driving force behind our growth in the HOA sector!
• Treasury Expert: Be the go-to authority on treasury management services for HOA clients. Use your expertise to demonstrate the value, benefits, and custom solutions that will make a difference in their financial management.
• Educate & Empower: Lead education efforts for HOA clients and prospects. Show them how our services help streamline operations, improve cash flow, and enhance overall financial management.
• Network & Build Relationships: Develop and expand your network in the HOA community to attract new business and foster long-term partnerships.
• Training Leader: Provide internal training opportunities to help our bank personnel understand HOA-specific needs and improve how we deliver top-tier treasury management services.
• Collaborative Partner: Work closely with relationship officers and other stakeholders to assist with sales presentations, pricing strategies, and product recommendations that directly meet HOA needs.
• Customer-Focused Service: Respond quickly and professionally to any customer inquiries, ensuring top-tier service and satisfaction for every client.
• Innovate & Improve: Work with leadership to create and refine HOA treasury products, always striving to bring innovative solutions that give our clients a competitive edge.
• Compliance and Excellence: Support the maintenance of policies, procedures, and systems that ensure compliance and uphold our commitment to outstanding customer satisfaction.

What You Bring:

• Educational Background: A bachelor’s degree in Marketing, Finance, Accounting, or Business.
• Certified Professional: CTP (Certified Treasury Professional) accreditation required.
• Industry Expertise: A solid understanding of HOA financial management and treasury products, as well as a broader knowledge of banking services and operations.
• Proven Experience: At least 5 years in sales, relationship management, or treasury services with a track record of success in the HOA or similar industries.
• Results-Driven: Strong results orientation, always aiming to meet and exceed sales goals and targets.
• Excellent Communication Skills: You have the ability to clearly communicate complex information to both internal teams and clients, with superb verbal and written communication skills.
• Multitasking Master: Excellent organizational skills, with the ability to juggle multiple priorities while maintaining focus and attention to detail.
• Customer-Oriented: A passion for delivering exceptional customer service and building strong, lasting relationships.

Are you ready to help HOA clients thrive by offering innovative financial solutions? Bring your expertise to a role where you can grow professionally while leading the charge in transforming treasury services for the HOA industry.