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.

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

Health & Well-Being: Comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA).
Financial Security: Eligible to participate in the company’s 401k plan which includes a company match and immediate vesting.
Building & Supporting Your Family: Offers adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
Paid Time Away: Paid vacation days, holidays, and volunteer time off.
Career Growth Opportunities: Tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.

VP, Regional Account Executive – Southern California

Key skills