VP, HOA Regional Account Executive

Overview

Join to apply for the VP, HOA Regional Account Executive role at Banc of California

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. Cultivate relationships, provide a superior Bank image in the industry and expand relationships by cross selling appropriate Bank products and services. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates.

At Banc of California, our success is driven by our people, and we foster an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values – Entrepreneurialism, Operational Excellence, and Superior Analytics – empower us to create a dynamic and inclusive workplace.

We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more.

• Business Development - Increase Bank's share of client’s total relationship by acquiring deposit business and cross selling 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 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.
• Prepare pricing proformas and profilers when necessary; exercise discretion and independent judgment in the preliminary preparation of client proposals and pricing models.
• 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.
• Treat people with respect; keep commitments; inspire trust; work ethically and with integrity; uphold organizational values; accept responsibility for own actions.
• Demonstrates knowledge of and adherence to EEO policy; promotes a diverse, harassment-free workplace.
• Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values.
• Performs the position safely, reporting potentially unsafe conditions and complying with OSHA standards where applicable.
• Performs other duties and projects as assigned.

• Excellent written and oral communication skills
• Excellent organizational skills
• Proficient in Microsoft Office Suite – Outlook, Word, Excel, Teams and Power Point
• Self-motivated, independent and goal-driven
• Professional sales skills, knowledge, and techniques to maximize business opportunities
• Strong knowledge of financial products and market sector served
• Excellent industry contacts
• Ability to prospect for new associations
• Ability to organize and prioritize work while working remotely or in a virtual office
• High school diploma or equivalent required
• Required:
  
  4-8 years of HOA industry experience working directly with associations and/or property management companies
• Preferred: HOA sales experience

• Financial Security: eligibility to participate in the company’s 401k plan with company match and immediate vesting.
• Health & Well-Being: comprehensive insurance options including medical, dental, vision, AD&D, life, disability, HSA with employer contributions, and FSA.
• Building & Supporting Your Family: adoption,…