Client Success Advisor, Association Banking

Role Overview

• Support sales team and clients in HOA business line
• Drive usage and adoption of HOA products/systems
• Conduct business environment analysis and usage assessment
• Create improvement plans and provide training for CMC staff
• Assist in developing user guides and training sales officers
• Provide bank transition support for key clients
• Engage in sales prospecting efforts and document opportunities

Requirements

• Bachelor’s degree (BA) or equivalent from a college or university
• 1 or more years related experience or, 4 or more years related experience
• Work related experience should consist of relevant experience in the financial industry
• Intermediate to advanced knowledge of general banking, including understanding of bank products, services, and regulations, policies and procedures
• Strong oral, written, and interpersonal communication skills required

Benefits

• competitive salaries
• an ownership stake in the company
• medical and dental insurance
• time off
• a great 401k matching program
• tuition assistance program
• an employee volunteer program
• wellness program