Demo

Association Services Relationship Manager

Cadence Bank
Panama, FL Full Time
POSTED ON 4/2/2025
AVAILABLE BEFORE 6/2/2025

What The Role Is

This role is critical in driving the success of our HOA Banking Division through effective
relationship management, business development, and meeting financial targets.

How You will Make an Impact
  • Develop and maintain strong relationships with HOA boards, property management
companies, and other key stakeholders.
  • Serve as the primary point of contact for HOAs, providing exceptional customer service
and addressing their banking needs.
  • Identify and pursue new business opportunities within the HOA sector.
  • Conduct market analysis to stay informed about industry trends and competitor
activities.
  • Achieve annual deposit and loan goals. Monitor and report on financial performance,
providing regular updates to management.
  • Promote a range of banking products and services tailored to meet the needs of HOAs,
including deposit accounts, loans, treasury management services, and electronic
banking solutions.
  • Conduct presentations and workshops to educate HOA clients about our offerings and
services.
  • Work closely with internal teams including credit, operations, and marketing, to ensure
seamless service delivery.
  • Participate in team meetings and contribute to the development of new products and
services.
Who You Are
  • Bachelor’s degree in Business, Finance, or related field.
  • Minimum of 5 years of experience in banking with a focus on the HOA sector preferred.
  • Proven track record of meeting or exceeding deposit and loan goals.
  • Strong understanding of HOA banking products and services.
  • Excellent relationship building, communication, and negotiation skills.
  • Ability to analyze financial statements and assess credit risk.
  • Proficiency in Microsoft Office Suite and banking software.
  • Sales and Business Development skills specifically the ability .
  • Excellent verbal and written communication skills.
  • Regular and reliable attendance
  • Works cooperatively with others

If your experience aligns with this description, please consider applying. Many skills are
transferable among industries and a passion for the role and willingness to learn are important
considerations. We believe that a diverse workforce creates problem-solving and creative
thinking, which is why we’re dedicated to adding new perspectives to the team and encourage everyone to apply.

Experience

Required Bachelor’s degree in Business, Finance, or related field. Minimum of 5 years of experience in banking with a focus on the HOA sector preferred. Proven track record of meeting or exceeding deposit and loan goals. Strong understanding of HOA banking products and services. Excellent relationship building, communication, and negotiation skills.
  • Ability to analyze financial statements and assess credit risk.

Education

Required
  • Bachelors or better in Finance

Behaviors

Required
  • Dedicated: Devoted to a task or purpose with loyalty or integrity

Motivations

Required
  • Self-Starter: Inspired to perform without outside help

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

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