Sunwest Bank
HOA Relationship Manager
Sunwest Bank, Scottsdale, Arizona, us, 85261
HOA Relationship Manager
SUMMARY
This position is responsible for driving new business through the sales of Property Management, Title, Escrow and other Specialty Depository services including but not limited to deposits and treasury services offered by the Bank. They are also a consultant and business partner to the Sales Team to ensure Bank clients with specialty depository needs are offered the specific products to fit their individual needs. This can be accomplished through customized sales proposals, conducting cost/benefit analyses, building multiple pricing scenarios and identifying pricing improvements and margin opportunities. Participates in customer calls and provides pre and post-sale client support for clients managed by the Specialty Deposit Group (SDG).
ESSENTIAL DUTIES AND RESPONSIBILITIES
Generate new business through identifying market opportunities through cold calls, warm leads & referrals.
Drive new sales opportunities by determining client needs and cross-selling treasury products and services to internal & external clients.
Maintain active sales pipeline and provide real time updates utilizing CRM tools.
Provide support to the Sales Team to educate and sell additional products to SDG clients via onsite and telephonic meetings.
Maintain relevant working knowledge of industry practices pertaining to the full suite of products and services offered.
Handle in-bound customer service inquiries, training and support requests pertaining to Deposit, Treasury Management & Internet Banking products and services, while ensuring high customer service quality.
Review and ensure the completeness, accuracy and adequacy of signed customer agreements, maintenance requests and cancellation forms.
Understand and comply with requirements of all laws and regulations applicable to the position.
Complete new client setup and/or deletion requests and client training in all related products and services.
Assist in fulfilling the department’s audit requirements and ensure the implementation and completion of agreed audit recommendations.
Provide support to Bank employees in all areas of Electronic Banking, Deposit and Treasury Management products and services.
Serve as a subject matter expert on system capabilities, client onboarding process & worksheets and bank agreements related to Deposit and Treasury Management services.
ADDITIONAL RESPONSIBILITIES
Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management.
Demonstrates high level of quality work, attendance, appearance, and professionalism.
Adheres to all Company Policies & Procedures and Safety Regulations.
Adheres to local, state and federal laws.
Performs any other duties that may be assigned by supervisors or management team.
Understands and complies with all company rules and regulations.
Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to the position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA.
SUPERVISORY RESPONSIBILITIES
This position does not have supervisory responsibilities.
MINIMUM QUALIFICATIONS
5 years of related Deposit and Treasury Management experience and/or training; or the equivalent combination of education and experience. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be applicable to the financial industry.
Some knowledge of related state and federal banking compliance regulations, Bank operational policies and procedures, and the Bank’s products and services.
Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees.
Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
Ability to work with no supervision while performing duties.
Experience with Sales Force and/or similar CRM tools preferred.
COMPETENCIES:
Adaptability
Communication
Decision Making
Initiative
Innovation
Motivator
Organization
Professionalism
Results Oriented
PHYSICAL DEMANDS:
In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differently-abled individuals to perform the essential functions of the job.
Standing, walking and squatting less than fifty percent of the work shift.
Required to lift, move and carry up to 40 pounds.
Ability to read, count and write to accurately complete all documentation and reports.
Must be able to see, hear and speak in order to communicate with employees and other customers.
Specific vision abilities include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus.
Manual dexterity required using hands to finger; handle, feel and type; reach with hands and arms.
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SUMMARY
This position is responsible for driving new business through the sales of Property Management, Title, Escrow and other Specialty Depository services including but not limited to deposits and treasury services offered by the Bank. They are also a consultant and business partner to the Sales Team to ensure Bank clients with specialty depository needs are offered the specific products to fit their individual needs. This can be accomplished through customized sales proposals, conducting cost/benefit analyses, building multiple pricing scenarios and identifying pricing improvements and margin opportunities. Participates in customer calls and provides pre and post-sale client support for clients managed by the Specialty Deposit Group (SDG).
ESSENTIAL DUTIES AND RESPONSIBILITIES
Generate new business through identifying market opportunities through cold calls, warm leads & referrals.
Drive new sales opportunities by determining client needs and cross-selling treasury products and services to internal & external clients.
Maintain active sales pipeline and provide real time updates utilizing CRM tools.
Provide support to the Sales Team to educate and sell additional products to SDG clients via onsite and telephonic meetings.
Maintain relevant working knowledge of industry practices pertaining to the full suite of products and services offered.
Handle in-bound customer service inquiries, training and support requests pertaining to Deposit, Treasury Management & Internet Banking products and services, while ensuring high customer service quality.
Review and ensure the completeness, accuracy and adequacy of signed customer agreements, maintenance requests and cancellation forms.
Understand and comply with requirements of all laws and regulations applicable to the position.
Complete new client setup and/or deletion requests and client training in all related products and services.
Assist in fulfilling the department’s audit requirements and ensure the implementation and completion of agreed audit recommendations.
Provide support to Bank employees in all areas of Electronic Banking, Deposit and Treasury Management products and services.
Serve as a subject matter expert on system capabilities, client onboarding process & worksheets and bank agreements related to Deposit and Treasury Management services.
ADDITIONAL RESPONSIBILITIES
Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management.
Demonstrates high level of quality work, attendance, appearance, and professionalism.
Adheres to all Company Policies & Procedures and Safety Regulations.
Adheres to local, state and federal laws.
Performs any other duties that may be assigned by supervisors or management team.
Understands and complies with all company rules and regulations.
Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to the position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA.
SUPERVISORY RESPONSIBILITIES
This position does not have supervisory responsibilities.
MINIMUM QUALIFICATIONS
5 years of related Deposit and Treasury Management experience and/or training; or the equivalent combination of education and experience. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be applicable to the financial industry.
Some knowledge of related state and federal banking compliance regulations, Bank operational policies and procedures, and the Bank’s products and services.
Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees.
Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
Ability to work with no supervision while performing duties.
Experience with Sales Force and/or similar CRM tools preferred.
COMPETENCIES:
Adaptability
Communication
Decision Making
Initiative
Innovation
Motivator
Organization
Professionalism
Results Oriented
PHYSICAL DEMANDS:
In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differently-abled individuals to perform the essential functions of the job.
Standing, walking and squatting less than fifty percent of the work shift.
Required to lift, move and carry up to 40 pounds.
Ability to read, count and write to accurately complete all documentation and reports.
Must be able to see, hear and speak in order to communicate with employees and other customers.
Specific vision abilities include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus.
Manual dexterity required using hands to finger; handle, feel and type; reach with hands and arms.
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