Note: The job is a remote job and is open to candidates in USA. Banc of California is a relationship-based business bank focused on providing banking and treasury management services. The VP, HOA Regional Account Executive is responsible for business development within the Homeowners Association industry, cultivating relationships and expanding the bank's market share by cross-selling products and services.
Responsibilities
- 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
- 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
- Partner with relationship team, when appropriate, to cross sell Bank products and services
- Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions
- Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; promotes working environment free of harassment of any type
- Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values
- Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct
- Performs other duties and projects as assigned
Skills
- Excellent written and oral communication skills
- Excellent organizational skills
- Proficient in Microsoft Office Suite programs – Outlook, Word, Excel, Teams and PowerPoint
- Self-motivated, independent and goal-driven
- Demonstrated and applied professional sales skills, knowledge, and techniques to maximize business opportunities
- Strong knowledge of an array of financial products and services and a good knowledge of market sector served
- Excellent industry contacts
- Demonstrated ability to prospect for new associations
- Ability to organize and prioritize work while working remotely or with a virtual office
- Highschool diploma or equivalent required
- 4-8 years of HOA industry experience working directly with associations and/or property management companies
- Homeowner Association sales experience
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.
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