HOA Assistant Relationship Manager

About The Role

The HOA Associate Relationship Manager at Columbia Bank plays a key role in supporting our Community Association Banking division. In this position, you will work alongside a dedicated team of Relationship Managers to drive business development, manage existing HOA client relationships, and help deliver customized Treasury Management products and services. You will serve as a trusted point of contact for current clients while actively identifying and pursuing new business opportunities — all in support of enhancing the financial operations of our property management clients. This role blends sales energy with strong relationship-building skills, and is an excellent opportunity for someone looking to grow their career in commercial banking.

Responsibilities

• Identify and contact new HOA & Property Management companies (prospects) via cold calling
• Set new business sales appointments using a systematic approach of cold calling, emails, and other marketing methods and tools (marketing templates, bank sponsored events, tradeshows, etc.)
• Consult with HOA Relationship Managers on newly identified HOA depository opportunities to jointly develop new clients for the Community Association Banking division
• Generate additional opportunities with existing customers
• Participate in select events, tradeshows, and customer site visits in support of the Relationship Manager by promoting the bank’s available services and financial products
• Absorb and develop a clear understanding of both prospect and customer needs and strategies, with an ability to provide advice and solutions using Columbia Bank’s custom HOA products and services
• Aid the RM and Client Service team in ongoing communication with customers, including coordinating and presenting routine Customer Client Reviews and Due Diligence reporting
• Absorb and develop a clear understanding of both prospect and customer needs and strategies, with an ability to provide advice and solutions using Columbia Bank’s custom HOA products and services
• Assist in managing account level exception pricing communication with appropriate officers of property management clients and/or association boards
• Communicate and collaborate with internal stakeholders and departments to help achieve customer goals and address customer needs
• Absorb and develop a clear understanding of both prospect and customer needs and strategies, with an ability to provide advice and solutions using Columbia Bank’s custom HOA products and services
• Aid the RM and Client Service team in ongoing communication with customers, including coordinating and presenting routine Customer Client Reviews and Due Diligence reporting
• Absorb and develop a clear understanding of both prospect and customer needs and strategies, with an ability to provide advice and solutions using Columbia Bank’s custom HOA products and services
• Aid the RM and Client Service team in ongoing communication with customers, including coordinating and presenting routine Customer Client Reviews and Due Diligence reporting
• Absorb and develop a clear understanding of both prospect and customer needs and strategies, with an ability to provide advice and solutions using Columbia Bank’s custom HOA products and services
• Aid the RM and Client Service team in ongoing communication with customers, including coordinating and presenting routine Customer Client Reviews and Due Diligence reporting
• Absorb and develop a clear understanding of both prospect and customer needs and strategies, with an ability to provide advice and solutions using Columbia Bank’s custom HOA products and services
• Aid the RM and Client Service team in ongoing communication with customers, including coordinating and presenting routine Customer Client Reviews and Due Diligence reporting
• Absorb and develop a clear understanding of both prospect and customer needs and strategies, with an ability to provide advice and solutions using Columbia Bank’s custom HOA products and services
• Aid the RM and Client Service team in ongoing communication with customers, including coordinating and presenting routine Customer Client Reviews and Due Diligence reporting
• Absorb and develop a clear understanding of both prospect and customer needs and strategies, with an ability to provide advice and solutions using Columbia Bank’s custom HOA products and services
• Aid the RM and Client Service team in ongoing communication with customers, including coordinating and presenting routine Customer Client Reviews and Due Diligence reporting
• Absorb and develop a clear understanding of both prospect and customer needs and strategies, with an ability to provide advice and solutions using Columbia Bank’s custom HOA products and services
• Aid the RM and Client Service team in ongoing communication with customers, including coordinating and presenting routine Customer Client Reviews and Due Diligence reporting
• Absorb and develop a clear understanding of both prospect and customer needs and strategies, with an ability to provide advice and solutions using Columbia Bank’s custom HOA products and services
• Aid the RM and Client Service team in ongoing communication with customers, including coordinating and presenting routine Customer Client Reviews and Due Diligence reporting
• Absorb and develop a clear understanding of both prospect and customer needs and strategies, with an ability to provide advice and solutions using Columbia Bank’s custom HOA products and services
• Aid the RM and Client Service team in ongoing communication with customers, including coordinating and presenting routine Customer Client Reviews and Due Diligence reporting
• Absorb and develop a clear understanding of both prospect and customer needs and strategies, with an ability to provide advice and solutions using Columbia Bank’s custom HOA products and services
• Aid the RM and Client Service team in ongoing communication with customers, including coordinating and presenting routine Customer Client Reviews and Due Diligence reporting
• Absorb and develop a clear understanding of both prospect and customer needs and strategies, with an ability to provide advice and solutions using Columbia Bank’s custom HOA products and services
• Aid the RM and Client Service team in ongoing communication with customers, including coordinating and presenting routine Customer Client Reviews and Due Diligence reporting
• Absorb and develop a clear understanding of both prospect and customer needs and strategies, with an ability to provide advice and solutions using Columbia Bank’s custom HOA products and services
• Aid the RM and Client Service team in ongoing communication with customers, including coordinating and presenting routine Customer Client Reviews and Due Diligence reporting
• Absorb and develop a clear understanding of both prospect and customer needs and strategies, with an ability to provide advice and solutions using Columbia Bank’s custom HOA products and services
• Aid the RM and Client Service team in ongoing communication with customers, including coordinating and presenting routine Customer Client Reviews and Due Diligence reporting
• Absorb and develop a clear understanding of both prospect and customer needs and strategies, with an ability to provide advice and solutions using Columbia Bank’s custom HOA products and services
• Aid the RM and Client Service team in ongoing communication with customers, including coordinating and presenting routine Customer Client Reviews and Due Diligence reporting
• Absorb and develop a clear understanding of both prospect and customer needs and strategies, with an ability to provide advice and solutions using Columbia Bank’s custom HOA products and services
• Aid the RM and Client Service team in ongoing communication with customers, including coordinating and presenting routine Customer Client Reviews and Due Diligence reporting
• Absorb and develop a clear understanding of both prospect and customer needs and strategies, with an ability to provide advice and solutions using Columbia Bank’s custom HOA products and services
• Aid the RM and Client Service team in ongoing communication with customers, including coordinating and presenting routine Customer Client Reviews and Due Diligence reporting
• Absorb and develop a clear understanding of both prospect and customer needs and strategies, with an ability to provide advice and solutions using Columbia Bank’s custom HOA products and services
• Aid the RM and Client Service team in ongoing communication with customers, including coordinating and presenting routine Customer Client Reviews and Due Diligence reporting
• Absorb and develop a clear understanding of both prospect and customer needs and strategies, with an ability to provide advice and solutions using Columbia Bank’s custom HOA products and services
• Aid the RM and Client Service team in ongoing communication with customers, including coordinating and presenting routine Customer Client Reviews and Due Diligence reporting
• Absorb and develop a clear understanding of both prospect and customer needs and strategies, with an ability to provide advice and solutions using Columbia Bank’s custom HOA products and services
• Aid the RM and Client Service team in ongoing communication with customers, including coordinating and presenting routine Customer Client Reviews and Due Diligence reporting
• Absorb and develop a clear understanding of both prospect and customer needs and strategies, with an ability to provide advice and solutions using Columbia Bank’s custom HOA products and services
• Aid the RM and Client Service team in ongoing communication with customers, including coordinating and presenting routine Customer Client Reviews and Due Diligence reporting
• Absorb and develop a clear understanding of both prospect and customer needs and strategies, with an ability to provide advice and solutions using Columbia Bank’s custom HOA products and services
• Aid the RM and Client Service team in ongoing communication with customers, including coordinating and presenting routine Customer Client Reviews and Due Diligence reporting
• Absorb and develop a clear understanding of both prospect and customer needs and strategies, with an ability to provide advice and solutions using Columbia Bank’s custom HOA products and services
• Aid the RM and Client Service team in ongoing communication with customers, including coordinating and presenting routine Customer Client Reviews and Due Diligence reporting
• Absorb and develop a clear understanding of both prospect and customer needs and strategies, with an ability to provide advice and solutions using Columbia Bank’s custom HOA products and services
• Aid the RM and Client Service team in ongoing communication with customers, including coordinating and presenting routine Customer Client Reviews and Due Diligence reporting
• Absorb and develop a clear understanding of both prospect and customer needs and strategies, with an ability to provide advice and solutions using Columbia Bank’s custom HOA products and services
• Aid the RM and Client Service team in ongoing communication with customers, including coordinating and presenting routine Customer Client Reviews and Due Diligence reporting
• Absorb and develop a clear understanding of both prospect and customer needs and strategies, with an ability to provide advice and solutions using Columbia Bank’s custom HOA products and services
• Aid the RM and Client Service team in ongoing communication with customers, including coordinating and presenting routine Customer Client Reviews and Due Diligence reporting
• Absorb and develop a clear understanding of both prospect and customer needs and strategies, with an ability to provide advice and solutions using Columbia Bank’s custom HOA products and services
• Aid the RM and Client Service team in ongoing communication with customers, including coordinating and presenting routine Customer Client Reviews and Due Diligence reporting
• Absorb and develop a clear understanding of both prospect and customer needs and strategies, with an ability to provide advice and solutions using Columbia Bank’s custom HOA products and services
• Aid the RM and Client Service team in ongoing communication with customers, including coordinating and presenting routine Customer Client Reviews and Due Diligence reporting
• Absorb and develop a clear understanding of both prospect and customer needs and strategies, with an ability to provide advice and solutions using Columbia Bank’s custom HOA products and services
• Aid the RM and Client Service team in ongoing communication with customers, including coordinating and presenting routine Customer Client Reviews and Due Diligence reporting
• Absorb and develop a clear understanding of both prospect and customer needs and strategies, with an ability to provide advice and solutions using Columbia Bank’s custom HOA products and services
• Aid the RM and Client Service team in ongoing communication with customers, including coordinating and presenting routine Customer Client Reviews and Due Diligence reporting
• Absorb and develop a clear understanding of both prospect and customer needs and strategies, with an ability to provide advice and solutions using Columbia Bank’s custom HOA products and services
• Aid the RM and Client Service team in ongoing communication with customers, including coordinating and presenting routine Customer Client Reviews and Due Diligence reporting
• Absorb and develop a clear understanding of both prospect and customer needs and strategies, with an ability to provide advice and solutions using Columbia Bank