HOA Cash Management Officer

The HOA Cash Management Officer will drive business growth by developing relationships with Homeowners Associations (HOAs) and property management companies across the United States. This remote role combines business development, consultative sales, and relationship management, with a focus on tailored deposit and treasury management solutions. You will identify new market opportunities, build a strong sales pipeline, and develop customized proposals that address clients’ financial and operational needs. Through cost-benefit analyses and strategic pricing recommendations, you will help optimize revenue and profitability. You will also provide ongoing guidance and support throughout the client lifecycle, ensuring a high standard of service and long-term satisfaction. This opportunity is ideal for an experienced banking professional who thrives in a results-oriented and client-focused environment.

The ideal candidate brings substantial experience in banking sales, treasury management, and client relationship development, along with the ability to work independently and solve complex business challenges. The following qualifications are expected:

• Bachelor's degree in Finance, Business Administration, Economics, or a related field.

• At least 5 years of experience in deposit and treasury management sales or a related area. An equivalent combination of education and professional experience may also be considered.

• Strong understanding of state and federal banking regulations, operational policies, and financial products and services.

• Experience using CRM platforms, preferably Salesforce.

• Excellent verbal, written, and interpersonal communication skills.

• Demonstrated ability to understand client needs and develop tailored financial solutions.

• Strong analytical and problem-solving skills, including the ability to address complex situations that do not follow standardized procedures.

• Proven business development capabilities, including prospecting, lead generation, relationship building, and cross-selling.

• Self-motivation and the ability to manage priorities and work independently while contributing effectively to a team.