SVP, Regional HOA Account Executive

Description

Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent company of Banc of California. Banc of California is one of the nation’s premier relationship‑based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full‑service branches and regional offices, as well as through digital and nationwide capabilities.

The bank also provides full‑service payment processing solutions to its clients and serves the Community Association Management industry nationwide through its technology forward platform, Smart Street™. Banc of California is committed to supporting its local communities through the Banc of California Charitable Foundation and by partnering with organizations that promote financial literacy, job training, small business support, affordable housing, and more.

At Banc of California, our success is powered by our people and a shared commitment to delivering meaningful results. We foster an environment where entrepreneurial thinking is encouraged, and accountability and operational excellence are expected. Our team members are empowered to take ownership, make informed decisions, and make a meaningful impact as the bank continues to grow and evolve. We are dedicated to supporting your growth and wellbeing through comprehensive benefits, robust development opportunities, and inclusive programs that enable you to perform at your best.

Together we win!

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 and maintain relationships, provide 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.

• 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 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 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.
• Involved 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.

• Required:
  • 8-10 years of HOA industry experience working directly with associations and/or…