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CAB Regional Sales Officer (Remote - HOA Community Banking)

First Citizens Bank
  • Dallas, Texas
  • Remote
  • Full-time
15 days ago

Job Description

Overview:

This is a remote role that may be hired in several markets across the United States.

 

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

 

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 https://jobs.firstcitizens.com/benefits.

 

#LI-RM1

Numbers & Facts

LocationDallas, Texas (
Remote
)
Job TypeFull-time
IndustryBanking
Company Size10,000 employees or more
Year Founded1898
Websitehttps://www.firstcitizens.com

Benefits

Paid Sick Days, Prescription Drug Coverage, Professional Development, 401K, Flexible Spending Accounts, Retirement / Pension Plans, Life Insurance

About Company

First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. As the largest family-controlled bank in the United States, First Citizens is continuing a unique legacy of strength, stability, and long-term thinking that has spanned generations. Founded in 1898 and headquartered in Raleigh, N.C., First Citizens also operates a nationwide direct bank and a network over 550 branches in 22 states. Industry specialists bring a depth of expertise that helps businesses and individuals meet their specific goals at every stage of their financial journey. First Citizens Bank brings together personal service and powerful tools to help customers do more with their money – and make more of their future.  

Looking for a career with CIT? CIT is now a division of First Citizens Bank.

First Citizens Bank. Forever First®

Skills

  • Banking Servicesunmatched
  • Community Bankingunmatched
  • Compensation and Benefitsunmatched
  • Cross-Sellingunmatched
  • Customer Relationsunmatched
  • Customer Relationship Management (CRM)unmatched
  • Direct Salesunmatched
  • Financial Servicesunmatched
  • High School Diplomaunmatched
  • Identify Issuesunmatched
  • Loan Processingunmatched
  • Loan Submissionunmatched
  • Maintain Complianceunmatched
  • Market Trend Analysisunmatched
  • Marketingunmatched
  • Partner Salesunmatched
  • Regional Salesunmatched
  • Regulationsunmatched
  • Relationship Managementunmatched
  • Revenue Growthunmatched
  • Salesunmatched
  • Sales Managementunmatched
  • Sales Prospectingunmatched
  • Sales Supportunmatched
  • Trend Analysisunmatched

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