Support sales team and clients for HOA business line.
Drive usage and adoption of HOA products/systems through client communication, analysis, and training.
Conduct business environment analysis for Community Management Companies (CMCs).
Perform usage assessment and gap analysis on client’s current processes.
Create and implement personalized improvement plans and training for clients.
Assist in developing user guides and training sales officers.
Provide bank transition support for clients by augmenting CMC accounting staff during transitions.

Bachelor’s degree (BA) or equivalent from a college or university and 1 or more years related experience or, 4 or more years related experience.
Relevant experience in the financial industry.
May have completed a credit training program or have experience working in a branch or TM support capacity.
Intermediate to advanced knowledge of general banking, including understanding of bank products, services, and regulations, policies and procedures, with an emphasis in treasury management, credit facilities, or a combination.
Intermediate to advanced knowledge of deposit and payment products, and online technology platforms, sales concepts, and banking regulations.
Strong oral, written, and interpersonal communication skills required.

Client Success Advisor

Key skills