HOA Relationship Manager

Job overview

The HOA Relationship Manager role is onsite in Phoenix, AZ. Compensation is not specified. Servbank is a banking institution with local roots and national reach, serving individuals, businesses, and communities. The manager develops business and provides consultative support to homeowners associations and property management companies. By tailoring proposals, analyzing costs and benefits, and supporting clients before and after sales, the role helps expand the bank’s treasury and deposit services for these organizations.

What you'll do

• Generate new business through calls, leads, and referrals
• identify client needs and cross-sell treasury products and services
• maintain a sales pipeline in CRM tools
• collaborate with the Sales Team through onsite and remote meetings
• support inquiries and training requests related to deposit, treasury management, and online banking
• maintain accurate agreements and forms
• follow financial regulations and internal policies.

What we're looking for

Skills & competencies

hoa relationship manager

phoenix az

servbank

banking

treasury management

deposit products

online banking

business development

sales proposals

crm

property management clients

Work arrangement

• Weekend coverage required

Why this role

The role focuses specifically on homeowners associations and property management companies and their deposit, treasury management, and online banking needs.

About the employer

Servbank is hiring for this role. Industry: Commercial Banking. Sector: 52.