Client Relationship Manager – Banking & Investments
Bank of America
Vice President, Senior HOA Relationship Manager
Axos Bank
full-time
Posted on:
Location: California • 🇺🇸 United States
Visit company websiteSalary
💰 $115,000 - $135,000 per year
Job Level
Senior
About the role
- Senior-level commercial banking professional responsible for acquiring, developing, and managing client relationships in the Property Management CONDO/HOA and HOA Loans sector
- Drive deposit and fee income growth, deliver treasury and cash management solutions, and expand Axos Bank’s footprint in the HOA vertical
- Proactively solicit new client relationships and perform 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 and manage portfolio for growth, risk mitigation, referral opportunity, and retention
- Work with Marketing to develop targeted sales campaigns and maintain client data in Salesforce
- Monitor competition and develop referral network of industry professionals
Requirements
- Bachelor's degree and/or relevant experience
- 5+ years' sales development and client relationship experience
- Previous account analysis and cash/treasury management
- Compliance & BSA knowledge
- Working knowledge of computer and programs, including CRM & contact management software; Word, PowerPoint and Excel proficient
- Acquire and expand existing and new business relationships, driven by strong relationship management and prospecting skills
- Sound judgment and acute critical thinking skills that support independent discretion and decision-making ability (with guidance from supervisor)
- Self-starter, accountable for performance and decision-making, work with little supervision
- Quick, risk-based thinking within guidelines of bank policy
