VP, Regional Account Executive – HOA

🕒 March 26

🏢🏡 Orlando – Hybrid

💵 $101k - $168.5k / year

⏰ Full Time

🔴 Lead

🧑‍💼 Account Executive

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Banc of California

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🏦 Banking

💸 Finance

🤝 B2B

💰 $20M Post-IPO Equity - Banc of California on 2013-12

Banking • Finance • B2B

Banc of California is a regional commercial bank that provides a broad range of banking and financial services to businesses and individuals. The firm offers business banking, treasury and payment solutions, commercial and consumer lending (including commercial real estate, asset-based, venture and warehouse lending), credit card and merchant services, and wealth/asset management. It focuses on industry-tailored solutions for sectors like technology, life sciences, media & entertainment, community associations and government while emphasizing community reinvestment and financial literacy.

📋 Description

• 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

🏖️ 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.