Association Banking Officer

Role Summary

The Association Banking Officer will be responsible for supporting the management and growth of the current Property Management/HOA business held within the bank. This client-facing role is responsible for developing and expanding relationships and establishing and driving the strategy and expansion of this business across our bank’s footprint and sales organization.

Key Responsibilities / Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Manage and grow deposits and treasury revenue across the Property Management/HOA portfolio.
• Work as a trusted advisor with all business clients, Homeowners Associations and Property Management Companies to deliver a tailored suite of deposit and Treasury Services.
• Collaborate with Treasury Services and Commercial Banking teams to establish and drive business development strategies including input into product development, marketing, and other strategic initiatives.
• Accountable for revenue expansion, pipeline momentum, relationship profitability, client calling, portfolio development, pricing strategy and proposal/presentation delivery.
• Maintain a strong client focus, treasury industry expertise, a broad understanding of bank structure and the operational aspects of doing business within the HOA/Property Management space.
• Ensure client satisfaction by understanding needs of all business clients, Homeowners Association and Property Management Company's needs as well as being their advocate at the bank.
• Assist management in the development of new products and services, marketing materials, and the establishment of sales objectives.
• Over see the sales process from initial client call to full implementation and usage of TM services.
• Maintain confidentiality and security of sensitive information.
• Adhere to all corporate policies and procedures, Federal and State regulations, and laws.
• Complete all mandatory annual compliance training.
• Follow regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and OFAC to assist in the identification, detection and determent of money laundering and other unlawful activities, as well as regulations pertaining to lending and consumer compliance to include fair lending laws.
• Perform other duties and special projects as assigned.
  
  

Education

Job Requirements:

• Bachelor’s degree in a business-related field or equivalent experience.
  
  

Required

• 10 years of experience in one or a combination of the following: sales, business development, and/or treasury management.
• Excellent client facing presentation, written, verbal, and virtual communication skills, and interpersonal skills.
• Substantial analytical skills and ability to assimilate complex information and problem-solve.
• Strong ability to learn quickly and multi-task.
• Ability to manage internal and external business partners to deliver solutions that meet prospects and client’s needs.
• Ability to effectively build relationships internally and collaboratively develop strategies that support the Bank’s overall growth and profitability.
• Sound decision making and reasoning skills.
• Exhibits respect for others and always maintains high ethical and professional standards.
• Proficient in Microsoft Office Products.
  
  

Preferred

• Certified Treasury Professional (CTP) certification.
• Community association industry experience.
  
  

About HomeTrust Bank

HomeTrust Bank, founded in 1926, is a North Carolina chartered, community-focused financial institution committed to providing value-added community banking through online/mobile channels and multiple locations in Virginia, North Carolina, South Carolina, Tennessee, and Georgia. Learn more at www.htb.com. Apply today to take your first steps towards joining this talented population of employees within a growing organization.

Work Environment, Physical Requirements

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. HomeTrust Bank promotes an equal employment opportunity workplace which includes reasonable accommodation of qualified applicants and employees.

• This job operates in a professional office environment and routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines.
• Specific vision abilities is required by this position include close vision, distance vision, and the ability to adjust focus.
• Physical activity requiring reaching, sifting, lifting to 25 lbs., finger dexterity, grasping, feeling, repetitive motions, talking and hearing are required.
• The employee will frequently communicate and must be able to exchange accurate information with others.
• The employee may need to move around their office to attend meetings and to access files, machinery, or other job-related tools.
• Travel up to 50%.
  
  

DISCLAIMER: HomeTrust Bank is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.

HomeTrust Bank's policy is to provide equal employment opportunities to all persons regardless of race, color, religion, sex (including sexual orientation and gender identity), national origin, age, disability, genetic information, protected veteran status, or any other characteristic protected by federal law. Employment decisions will be based on valid job requirements and business neds, and we administer personnel action (including recruitment, selection, promotion, compensation, benefits, transfers, layoffs, training, and social/recreation programs) without discrimination on any prohibited basis.