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Open nowFirst seen 6 days ago

VP, HOA Regional Account Executive

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Where
San Diego, California, United States
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Your applicationOpen nowVP, HOA Regional Account ExecutiveMilitary, Veterans and Diverse Job Seekers · San Diego, California, United States
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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.7%14 days
  5. 35.6%30 days
  6. 58.0%60 days
This job: first seen 6 days ago

The posting

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
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