CAB Relationship Manager First Citizens Bank
Overview
Forever Strong. What sets First Citizens apart? Strong leadership, enduring values and a commitment to helping people and businesses prosper. This position builds and expands Community Association Banking relationships serving as a trusted advisor to Property Management Companies PMC’s offering tailored financial solutions. Partners with Relationship Sales Officers within the Community Association Banking Division. Requires expertise in Community Association Banking deposits and related services. Ideal candidates have strong interpersonal skills delivering Microsoft Teams client and partner meetings. HOA Banking experience preferred. Hybrid role requiring two days per week in the office with a standard Arizona schedule.
What You'll Do8
- 1Monitor existing accounts open new accounts and proactively address issues while offering optimization solutions
- 2Identify opportunities to grow the HOA banking portfolio through cross-selling of complementary products
- 3Perform advanced operational tasks manage vendor and associate inquiries and may lead daily activities
- 4Act as a resource in banking areas performing process troubleshooting for internal and external stakeholders
- 5Support product distribution develop new offerings and assist in creating innovative solutions
- 6Develop and maintain client relationships streamline service experiences and resolve complex support issues
- 7Conduct daily TEAMS meetings with clients and business partners focusing on relationship building
- 8Reside in Phoenix AZ and participate in in-office training during the first two weeks
Requirements9
- 1Bachelor’s Degree or High School Diploma/GED plus four years of customer service experience
- 2Five years of experience building ETL pipelines with Spark and Airflow
- 3One year of banking experience in Community Association Banking
- 4Four years of customer service experience
- 5Strong interpersonal communication skills capable of building rapport and trust
- 6Proficiency with Microsoft Teams for client interactions
- 7Ability to thrive in a fast-paced environment
- 8Thorough knowledge of lockbox products and Treasury Management services
- 9Preferred HOA Banking background
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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