Banc of California

VP, Regional Account Executive – Southern California

Banc of California

full-time

Posted on:

Location Type: Office

Location: Los Angeles • California • United States

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Salary

💰 $101,000 - $168,500 per year

Job Level

Lead

About the role

  • Increase Bank's share of client's total relationship by acquiring deposit business and cross sell appropriate Bank products and services for community association management companies.
  • Responsible for lead generation partially derived from local and national trade association activities, including 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.
  • 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 required corporate and business line training.
  • Treat people with respect, keep commitments, inspire the trust of others, work ethically and uphold organizational values.

Requirements

  • 4-8 years of HOA industry experience working directly with associations and/or property management companies
  • Homeowner Association sales experience
  • Excellent industry contacts
  • Demonstrated ability to prospect for new associations
  • 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
  • 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 trackinglead generationaccount managementpricing proformasservice agreementsfinancial productssales techniquesprospecting
Soft Skills
communication skillsorganizational skillsself-motivatedindependentgoal-drivenethical conducttrust building