{"id":4304325,"url":"https://alion.io/job/servbank-hoa-relationship-manager-2","title":"HOA Relationship Manager","company":{"id":2159684,"name":"Servbank","domain":"servbank.com","url":"https://alion.io/company/servbank","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Paylocity","truth_index":{"grade":"B","score":84,"open_postings":46,"ghost_share":0.261,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":54,"computed_at":"2026-11-14T05:58:10Z"}},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Phoenix, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2024-07-25T15:56:06Z","employer_posted_date":"2026-11-14","last_verified_at":"2026-11-14T14:46:20Z","board_verified":true,"closed_at":null,"days_open":842,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":842},"description":"Description\nThe HOA Relationship Manager is responsible for driving new business and providing consultative support specifically tailored to Homeowners Associations (HOAs) and property management companies. The HOA Relationship Manager crafts customized sales proposals, conducts thorough cost/benefit analyses, and identifies pricing strategies to optimize margins. Additionally, they support HOA and property management clients pre- and post-sale, ensuring exceptional service and satisfaction.\nAbout Servbank:\nFounded in 1994, Servbank is a banking institution with local roots and national reach. We were built on a foundation of community-orientation, which ensures that no matter who we serve, we do so with the human touch that marks the gold standard of service. We work with individuals, businesses, and communities, so that whether you’re a student, a homeowner, a small business owner, or a community leader, we can help you fulfill your goals. Come create excellence with Servbank.\nJob Responsibilities:\nProactively generate new business by identifying market opportunities through cold calls, warm leads, and referrals within the HOA and property management sectors.\nDrive sales growth by understanding the unique needs of HOAs and property management companies, and effectively cross-selling treasury products and services.\nMaintain a dynamic sales pipeline and provide real-time updates using CRM tools.\nCollaborate closely with the Sales Team to educate and expand product offerings to HOA and property management clients through on-site and remote meetings.\nStay updated on industry best practices and product knowledge related to the Bank’s suite of services.\nProvide 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.\nEnsure accuracy and completeness of customer agreements, maintenance requests, and cancellation forms.\nAdhere to all regulatory requirements and internal policies governing financial services.\nDemonstrate professionalism in communication and teamwork with clients, peers, and management.\nUphold high standards of work quality, attendance, appearance, and professionalism.\nComply with Company Policies & Procedures and relevant local, state, and federal laws.\nPerform additional duties as assigned by supervisors or management.\nAttend training sessions to maintain knowledge of financial industry regulations and compliance standards.\nRequirements\nBachelor’s degree in finance, Business Administration, Economics, or a related field.\nMinimum of 5 years of experience in Deposit and Treasury Management Sales or related fields; equivalent combination of education and experience will be considered.\nKnowledge of state and federal banking regulations, operational policies, and the Bank’s products and services.\nStrong verbal, written, and interpersonal communication skills.\nAbility to solve complex problems in non-standardized situations.\nSelf-motivated with the ability to work independently and collaboratively.\nExperience with CRM tools such as Sales Force preferred.\nEEO Statement:\nWe’re an equal opportunity employer. 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