Head of Customer Success and Retention
Farmers Insurance
Vice President, HOA Banking
Western Alliance Bank
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteJob Level
Lead
About the role
- As a Business Development Officer you'll focus on developing new business opportunities by offering Bank’s industry specific banking services and products to the Community Association Industry. Develop new business opportunities while servicing existing clients. Cold calling, establishing new business opportunities, providing sales presentations, attending industry trade show events, marketing to prospects via phone/email/in-person visits, following-up with existing clients on customer service items and perform light administrative task. Promote and educate existing clients and future clients on the products and services offered through the Bank. 75% travel mostly throughout an assigned territory; additional travel for national conferences and training. Support director in meeting deposit and lending goals; grow existing client relationships and cross-sell products and services. Attend industry events, exhibit at trade shows, attend luncheons, be active member of local CAI Chapter, attend association board meetings. Liaison between operations team and clients; ensure service levels and troubleshoot issues. Prepare and submit new client forms and update existing client forms; manage marketing, entertainment and advertising expenses within budget. Market and solicit loans to community associations; collect and submit required underwriting material. Work efficiently from home office and car, majority of week meeting with new and existing clients.
Requirements
- 3+ years of related experience. High school diploma required; Bachelor's degree in related field preferred. Intermediate to advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services. Intermediate to advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices. Intermediate speaking and writing communication skills. May require up to 75% travel.
