HOA Relationship Development Manager

Columbia Bank

. Identify, cultivate, and close new commercial banking relationships within the property management services industry .

Posted 10/8/2026full-timeUnited StatesMid-LevelSenior💰 $90,000 - $175,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing and managing banking relationships within the property management services industry, with a strong focus on Treasury Management products and customer relationship management. Proficient in analyzing customer needs and delivering tailored financial solutions while ensuring compliance with banking regulations.

Highest-signal resume keywords

Business Development ExperienceTreasury Management ExpertiseCustomer Relationship ManagementFinancial Services KnowledgeProperty Management Industry Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Banking SystemsFraud MitigationDeposit Product NegotiationCredit Product PricingPortfolio ManagementMarket Strategy DevelopmentFinancial AnalysisCompliance KnowledgeUnderwriting ProceduresCRM System Management

Soft Skills

Relationship BuildingCreative Problem SolvingJudgment and Decision MakingSelf-DirectionEffective Communication

Certifications & Qualifications

Bachelor’s DegreeEducated Business Partner Distinction

Industry Keywords

Commercial BankingHOA BankingProperty Management ServicesFinancial ProductsCommunity EngagementTradeshowsClient AssessmentsOperational ComplianceCustomer Needs EvaluationBusiness Strategies

About the role

Key responsibilities & impact

Identify, cultivate, and close new commercial banking relationships within the property management services industry
Develop expertise in HOA banking needs and deliver customized Treasury Management products and services
Manage and grow an existing portfolio of HOA relationships
Develop new depository relationships with HOA and property management clients through telephonic outreach, face-to-face visits, and written communication
Participate in community events and tradeshows to promote Bank services and financial products
Meet with CPAs, attorneys, real estate agents, business owners, and senior executives to evaluate financial and business needs
Understand customer needs, business strategies, and core accounting platforms; advise on banking systems, efficiency, and fraud mitigation
Develop marketing strategies and leverage existing customer relationships to solicit and prospect for new banking relationships
Negotiate deposit and credit product pricing, terms, conditions, financial covenants, and reporting
Scrutinize potential customer information for irregularities, discrepancies, and fraud
Visit prospective or existing client offices to examine collateral and conduct assessments
Monitor existing clients’ Treasury Management use, communicate enhancements, and serve as an escalation point
Manage customer relationships through the Bank’s CRM system
Evaluate business requirements and anticipate additional customer needs
Follow up on deposit and credit line expirations and renewals
Collaborate with internal stakeholders and departments to achieve customer goals
Complete compliance courses and maintain expertise in banking products, delivery channels, and regulatory, operational, and compliance issues
Facilitate documentation to open, close, and renew deposit and loan accounts
Ensure quick and accurate execution of customer requests
Obtain information for preliminary underwriting purposes
Perform other duties as assigned

Requirements

What you’ll need

5+ years of business development or sales experience in either Financial Services and/or the Property Management industry
Bachelor’s Degree in related field required or equivalent experience
Educated Business Partner Distinction preferred
Demonstrated track record of developing and maintaining strong customer and prospect relationships
Professional expertise consistent with Bank policies and procedures
Ability to resolve a variety of issues in creative ways
Ability to analyze situations or data and evaluate a variety of factors
Appropriate judgment in selecting methods and techniques to determine action and develop solutions
Ability to build productive internal/external working relationships
Self-directed on day-to-day work and able to seek detailed guidance on new projects or assignments
Ability to apply company policies and procedures to resolve issues
Ability to exercise judgment within defined procedures and practices

Benefits

Comp & perks

Comprehensive healthcare coverage (medical, dental, and vision plans)
401(k)-retirement savings plan with employer match for qualifying associate contributions
Employee assistance program
Life insurance
Disability insurance
Tuition assistance
Mental health resources
Identity theft protection
Legal support
Auto and home insurance
Pet insurance
Access to an online discount marketplace
Paid vacation, sick days, volunteer days, and holidays
Benefit eligibility begins the first day of the month following the date of hire for associates regularly scheduled to work at least thirty hours weekly
Performance-based incentive compensation may be available