Property Management Relationship Manager, VP

About the role

The Property Management Relationship Manager will support the Cash Management team that handles deposit, treasury, and cash management services for primarily property management businesses. This position will support the Cash Management Department in tasks related to selling and establishing new deposits and Cash Management services including pricing, system demonstrations, and support for implementation and ongoing customer service. This is a full-time, 100% on-site position at our Woburn, MA office.

Responsibilities

• Demonstrate awareness, commitment, and dedication to servicing and building customer relationships.
• Provide a complete range of customer services at the bank, including opening new accounts, and gathering customer information to process new and existing account opening requests.
• Follow up with clients and prospects as needed to answer questions, obtain additional information/forms, perform demos and other items as appropriate related to Property Management.
• Serve as point of contact for clients on deposit and Treasury Management Systems, assisting with inquiries, technical support, and problem resolution.
• Maintain high level of knowledge of the Bank’s cash management products and services specializing in Property Management.
• Work with team on pricing and set up of Z Suite/ Z Rent clients.
• Review client profitability and recommend methods to enhance banking relationships.
• Provide support for Cash Management RM’s, assist in ongoing relationship management activities.
• Research and analyze data to resolve more complex customer problems. Answer customer questions with accounts and transactions and explore ways to resolve difficult issues.
• Responsible for operational compliance and adherence to bank policies and procedures.
• Handle administrative responsibilities, including filing, customer maintenance, and prospect/pipeline management.
• Become familiar with all Cash Management products including online and mobile applications.
• Perform additional duties as requested, needed, or assigned.

Requirements

• Minimum of 5 years' banking experience with a strong background in property management, commercial operations, electronic banking, and cash management
• Ability to build strong relationships and alliances across the organization, exceed customer expectations, ability to adapt to change, reliable and highly motivated
• Strong customer service and problem-solving skills
• Proficient with technology including PCs, software, and web-based products
• Proficiency with Microsoft Office products (Excel, Word, and PowerPoint)
• Ability to work independently with some guidance from team members
• Demonstrate and promote high ethical standards and behaviors

Qualifications

• Associate or bachelor’s degree preferred