CAB / HOA Regional Sales Officer- Remote, CA

CAB / HOA Regional Sales Officer- Remote, CA at First Citizens Bank summary :

The CAB / HOA Regional Sales Officer is responsible for driving growth of Community Association Banking regional portfolios by selling HOA products and services, developing client relationships, and ensuring compliance with bank policies. This remote role involves sales, marketing, relationship management, and collaborating with internal teams to process payments, loans, and accounts. The officer actively participates in industry events and leverages market knowledge to identify and meet customer needs.

Overview

This is a remote role that may be hired in the following location : California

This position is responsible for the growth of Community Association Banking (CAB) regional portfolios. Drives growth through direct sales and support of Homeowners Associate (HOA) products and services to new and existing customers. Develops influential relationships with clients and bankers to generate sales opportunities. Ensures compliance with bank policies and practices and regulatory statutes.

Responsibilities

• Sales & Marketing - Sells HOA products and services and generates deposit and loan, and payment relationships.. Participates in CAI chapters and industry events, develops prospects in the Association industry, and makes presentations to prospective customers. Maintains knowledge of banking products and services as well as knowledge of the industry and market areas served. Keeps abreast of current developments and market trends to further identify and service the customers' needs.
• Relationship Management - Develops influential relationships within the market to create sales and referral opportunities. Strengthens and manages existing relationships through regular (minimum monthly) visits and troubleshooting lockbox and other technical and service issues. Identifies opportunities to actively cross-sell all banking products and services as appropriate. Presents and participates in creative solutions to meet customers' needs. Manages customer and prospect relationships, referring sales partners or other associates as appropriate to carry sales relationships to completion. Attends and participates in HOA staff meetings.
• Payment, Loan and Account Processing - Works with internal business partners including Account Management and servicing groups to set up new customers, complete paperwork and submit payment, loan and new account packages.

Qualifications

Bachelor's Degree and 6 years of experience in Financial Services including Community Association Banking OR High School Diploma or GED and 10 years of experience in Financial Services including Community Association Banking

The base pay for this position is generally between $110,400.00 and $147,200.00. Actual stating base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits and / or other awards as outlined in the offer of employment.

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

Keywords :

Community Association Banking, HOA products, regional sales, financial services, client relationship management, deposit and loan services, sales growth, bank compliance, payment processing, industry events