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Banc of California · 2 weeks ago

VP, HOA Regional Account Executive

Tampa, FL

Full-time

Hybrid

Mid Level

4+ years exp

Banc of California is a bank holding company headquartered in Los Angeles, focused on providing banking and treasury management services. The VP, HOA Regional Account Executive is responsible for business development within the Homeowners Association industry, cultivating relationships and expanding the bank's services in this vertical market.

BankingFinanceFinancial Services

Responsibilities

Business Development - Increase Bank's share of client's total relationship by acquiring deposit business and cross sell appropriate Bank products and services for a specific target market of community association management companies

Responsible for lead generation partially derived from local and national trade association activities, including but not limited to 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

Customarily and regularly exercise discretion and independent judgment in the preliminary preparation of client proposals and pricing models. 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; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action

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. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct

Performs other duties and projects as assigned

Qualification

HOA industry experienceProfessional sales skillsFinancial products knowledgeLead generationMicrosoft Office SuitePrioritize workIndustry contactsCommunication skillsOrganizational skillsSelf-motivated

Required

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

Excellent industry contacts

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

4-8 years of HOA industry experience working directly with associations and/or property management companies

Preferred

Homeowner Association sales experience

Benefits

You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting.

We offer 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).

Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.

Eligible team members receive paid vacation days, holidays, and volunteer time off.

To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.