Note: The job is a remote job and is open to candidates in USA. Banc of California is a premier relationship-based business bank providing services to various businesses. The SVP, Regional HOA Account Executive is responsible for business development and obtaining profitable deposit business within the Homeowners Association industry, cultivating relationships and expanding business through cross-selling bank products.
Responsibilities
- Business Development - Increase Bank's share of client's total relationship by acquiring deposit business and cross sell appropriate Bank products and services for a specific target market of community association management companies
- Responsible for lead generation partially derived from local and national trade association activities, including but not limited to trade shows, luncheons, events and volunteer committee or board positions
- Perform detailed sales and account management tracking using approved sales tracking system
- Work with executive leadership to develop appropriate sales responses to RFPs and client proposals
- Customarily and regularly exercise discretion and independent judgment in the preliminary preparation of client proposals and pricing models. Prepare pricing proformas and profilers when necessary
- Accountable for the creation and implementation of the strategic vision, motivates team through effective communications to achieve desired financial results, and provides a role model in representing the HOA department vision and core values internally and within the community
- Prepare and obtain executed service agreements and supporting documents for each new client
- Work collaboratively with onboarding team to ensure exceptional customer experience
- Actively participate in any required corporate and business line training
- Involved with interviewing and hiring decisions
- Direct the sales strategy and retention of clients and prospects of the industry
- Monitor and enhance profitability of all client relationships and cross-sell Bank products and services
- Follow all established policies and procedures
- Perform other duties and projects as assigned
Skills
- 8-10 years of HOA industry experience working directly with associations and/or property management companies
- Homeowner Association sales experience
- Highschool diploma or equivalent
- Bachelor's degree
- Intermediate skills in computer terminal and personal computer operation; Microsoft Office applications including but not limited to: Word, Excel, PowerPoint and Outlook
Benefits
- You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting.
- We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA).
- Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
- Eligible team members receive paid vacation days, holidays, and volunteer time off.
- To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.
Company Overview
Banc of California provides a full-service banking and home lending to individuals and their businesses and families. It was founded in 1941, and is headquartered in Irvine, California, USA, with a workforce of 1001-5000 employees. Its website is http://www.bancofcal.com.