Banc of California

VP, Regional Account Executive – HOA

Banc of California

full-time

Posted on:

Location Type: Hybrid

Location: Orlando • Florida • United States

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Salary

💰 $101,000 - $168,500 per year

Job Level

Lead

About the role

  • Responsible for business development and obtaining profitable deposit business within the Homeowners Association industry vertical market
  • Cultivate relationships, provide superior Bank image in the industry and expand relationships by cross selling appropriate Bank products and services
  • 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 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.

Requirements

  • 4-8 years of HOA industry experience working directly with associations and/or property management companies
  • Homeowner Association sales experience
  • Excellent industry contacts
  • 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
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
sales trackingpricing proformasfinancial productsaccount managementbusiness developmentsales techniquesprospecting
Soft Skills
communication skillsorganizational skillsself-motivatedgoal-drivencollaborationintegrityrespect for diversity
Certifications
high school diploma