SVP, Regional HOA Account Executive

About the role

The incumbent is responsible for business development and obtaining profitable deposit business within the Homeowners Association industry vertical market, including community association management companies serving homeowner, condominium, and cooperative associations, large-scale self-managed associations and related similar businesses.

Responsibilities

• Cultivate and maintain relationships, provide superior Bank image in the industry and expand relationships by cross selling appropriate Bank products and services.
• Perform all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates.
• 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.
• 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.
• Accountable for the creation and implementation of the strategic vision, motivates team through effective communications to achieve desired financial results, and provides a role model in representing the HOA department vision and core values internally and within the community.
• 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.
• Involvement with interviewing and hiring decisions.
• Direct the sales strategy and retention of clients and prospects of the industry.
• Monitor and enhance profitability of all client relationships and cross-sell Bank products and services.
• Follow all established policies and procedures.
• Perform other duties and projects as assigned.

Requirements

• 8-10 years of HOA industry experience working directly with associations and/or property management companies
• Homeowner Association sales experience

Qualifications

• Highschool diploma or equivalent
• Preferred: Bachelor’s degree
• Intermediate skills in computer terminal and personal computer operation; Microsoft Office applications including but not limited to: Word, Excel, PowerPoint and Outlook.