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 expe