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

- Perform other duties as assigned

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