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