Company

Pacific Western BankSee more

addressAddressPhiladelphia, PA
type Form of workFull-Time
CategorySales/marketing

Job description

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 through more than 70 full-service branches throughout California and in Denver, Colorado, and Durham, North Carolina, 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.

 

Job Summary

 

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.


  • 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

 

Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process please contact Talent Acquisition Partner.


 

  • 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
  • Bachelor’s degree
  • Homeowner Association sales experience
  • Role requires sitting or standing in front of a computer monitor for prolonged periods of time in a fixed neck positi
  • Constant use of a computer or other office equipment resulting in repeating motions of the hands and wrist
  • 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

 

 Salary Range: $101,212.80 - $219,294.40; Final salary to be determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with geographic/market data.

 

 

 

 

 

 

Refer code: 7174336. Pacific Western Bank - The previous day - 2023-12-17 08:36

Pacific Western Bank

Philadelphia, PA
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