• Proactively solicit new client relationships within the Property Management CONDO/HOA business industry • Outbound sales activity: direct calling, networking activities, outbound phone calls, email, trade conferences, appropriate social media • Actively cross-sell appropriate banking solutions to new and existing clients • Manage portfolio for growth, risk mitigation, referral opportunity, and retention • Work effectively with Marketing to develop, launch, and manage targeted sales campaigns • Maintain current contact and client data records in Salesforce • Continually monitor practices of competition and report findings to management, when appropriate • Develop a referral network of industry professionals • Deliver appropriate cash/treasury management solutions