Vice President, Senior HOA Relationship Manager
Axos Bank
VP, Senior HOA Relationship Manager
Axos Bank
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $115,000 - $135,000 per year
Job Level
Senior
About the role
- 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
- Develop a referral network of industry professionals
- Deliver appropriate cash/treasury management solutions
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
- Strong relationship management and prospecting skills
- Sound judgment and acute critical thinking skills supporting independent discretion and decision-making (with guidance)
- Self-starter, accountable for performance and decision-making, able to work with little supervision
- Quick, risk-based thinking within guidelines of bank policy
- Must successfully pass credit check, criminal background check, and pre-employment drug screening (including marijuana)
