Banc of California

Account Executive

• Responsible for business development and obtaining profitable deposit business within the Homeowners Association industry vertical market
• Cultivate relationships and provide superior Bank image in the industry
• Expand relationships by cross selling appropriate Bank products and services
• Perform all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations
• Increase Bank's share of client's total relationship by acquiring deposit business and cross sell appropriate Bank products
• Responsible for lead generation derived from local and national trade association activities
• 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
• 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
• Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions.

VP, HOA Regional Account Executive