Home Association Relationship Manager Senior
Miami, Florida
City National Bank of Florida Relationship Managers work with a wide range of clients, from individual investors and small business owners to large corporations and institutional investors. The Relationship Manager must be knowledgeable about the financial products and services available to their clients and be able to provide expert advice and guidance on everything from investment strategies to risk management. In addition to providing financial advice and support, Relationship Managers are also responsible for building and maintaining trust with their clients. They must be skilled at communication and interpersonal relations and be able to establish strong and positive relationships with clients based on trust, respect, and mutual understanding.
- Job Type: Full Time
- Workplace Policy: Hybrid
- Travel: Minimal (if any)
Success Profile
- Relationship Expert
- Problem Solver
- Multi-tasker
- Confident
- Strategic
- Results Driven
Culture
Our entrepreneurial, win-together team thinks boldly, looks to and learns from each other, and is focused on creating big client successes that lead to big career growth.
“As a Relationship Manager, I can confidently say that this is one of the most rewarding and fulfilling careers out there. Building and maintaining strong relationships with clients is at the heart of this profession, which means that every day is different and presents new challenges to overcome. What I love most about being a Relationship Manager at CNB is the opportunity to help clients achieve their financial goals and realize their dreams, by creating creative solutions. Whether it's securing a loan for a new business venture, providing financial advice to help clients manage their finances better, or connecting them with resources and support, being a Relationship Manager is about being a partner in success.”
Highly Successful Relationship Manager, City National Bank of Florida
Home Association Relationship Manager Senior
The Homeowners Association (HOA) Relationship Manager is responsible for managing and developing commercial banking relationships within the Community Association industry. Develops relationships with both current clients and prospects in an effort to generate new deposit business by offering customized Treasury Management products and services that will enhance the financial operations of the property management company.
• Meets or exceeds individual sales and retention goals adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance.
• Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank’s strategic goals.
• Drive new business development within the Florida Market.
• Responsible for a regular calling program within the targeted region to include calls, email, trade events and in person meetings to drive awareness of bank products within market.
• Coordinates with various divisions and departments (Deposit Operations, Underwriting, Credit, Servicing, and Treasury Management) in the servicing of routine transactions and in solving client issues and onboarding new clients.
• Maintains up-to-date knowledge of competitors’ products and pricing in the market served.
• Maintains up-to-date knowledge of banks credit policies.
• Works with Portfolio Management in obtaining financial reporting requirements.
• Manages the loan advances tied to the non-revolving condominium loans.
• Reviews construction budgets and determines the availability in which the clients can access for loan funding.
• Will be asked to attend trade shows throughout the state and networking events related to association banking.
- 2-4 years of business development experience in Community Association Industry (HOA) or equivalent experience in industry
- 2-4 years of building and expanding new banking relationships experience
- Proven success in generating new business.
- Thorough understanding of local market and solid base of contacts required.
- Excellent credit analysis and relationship management skills.
- Knowledge of banking regulations, lending policies, procedures and techniques and well demonstrated understanding of loan risk factors a plus
- Possess strong business development skills and demonstrate ability to build/expand trusting partnerships.
Bachelor's Degree in Business Administration, Finance or Equivalent Certification. Required
Community focus, global reach.
Our roots are in Florida’s communities, but our reach is far greater. Bci, our parent company, spans from Chile to China, connecting us to global resources and capabilities.
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Benefits
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Medical
We are proud to offer you a choice of medical plans that provide comprehensive medical and prescription drug coverage. The plans also offer many resources and tools to help you maintain a healthy lifestyle.
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401(k)/Retirement Plans
We don't just want you to have a great career, but a great life, so we provide a comprehensive 401(k) program that provides 100% match up to 5%.
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Tuition Reimbursement
We offer you the opportunity to make your educational dreams a reality. We provide financial assistance for undergraduate and graduate studies.
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Holidays
As if we don't have plenty of PTO, we also celebrate all national holidays. This perk just keeps on giving: see the list of holidays.
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Awards & Recognition
We believe that employee engagement doesn't just happen, you have to make it happen, and we do. Here you will have very strong awards and recognition programs that celebrate the true you.
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Flex Time
We are all-in on the office, but understand that working from home has some benefits, so, for some roles we offer the best of both worlds. We have a hybrid work schedule so you can too.
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From health and wellness, to parental leave, to tuition reimbursement, we’ll help you stay balanced and focused on your family and career.
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