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VP, HOA Regional Account Executive

Job in Orlando, Orange County, Florida, 32885, USA
Listing for: Pacific Western Bank
Full Time position
Listed on 2025-11-27
Job specializations:
  • Business
    Business Development, Business Management
  • Sales
    Business Development
Job Description & How to Apply Below

Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies.

The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.

At Banc of California, our success is driven by our people, and we take pride in fostering 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 in creating 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. TOGETHER WE WIN®

THE OPPORTUNITY

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 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.

HOW

YOU’LL MAKE A DIFFERENCE
  • 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 exercise 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
  • Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions.
  • Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
  • Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values.
  • Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules,…
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