VP, HOA Regional Account Executive

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 exercises 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

Qualifications

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

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

Applies professional 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

Preferred

Bachelors degree

Homeowner Association sales experience

Physical Requirements

Role requires sitting or standing in front of a computer monitor for prolonged periods of time in a fixed neck position

Constant use of a computer or other office equipment resulting in repeating motions of the hands and wrists

Light work that may include moving objects up to 20 pounds

Must be able to travel locally, regionally and nationally as required in the fulfillment of business development and client retention duties

Ability to assemble tradeshow booth and equipment, including the movement of tradeshow promo items, displays and decorations

Originally posted on Himalayas