Vp, Hoa Regional Account Executive

Overview

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.

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

Required:

• 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:

• Bachelor's degree
• Homeowner Association sales experience

Physical Requirements:

• Role requires sitting or standing in front of a computer monitor for prolonged periods of time in a fixed neck position
• Constant use of a computer or other office equipment resulting in repeating motions of the hands and wrists
• 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

What You Can Expect From PWB

 

Rewards

National Base Pay Range (annual): $101,212.80 to $219,294.40Final salary to be determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with geographic/market data.

 

PWB is pleased to offer additional benefits to support our employee's physical, emotional and financial health.  Benefits include: medical, dental, vision, 401(k), life and disability insurance, parental leave, mental health support, wellness incentives, legal assistance, tuition reimbursement, paid time off,  company holidays, incentive programs, as well as other fringe benefits.    

 

 

 

 

At PWB, we are committed to the principles of diversity, equity, inclusion and equal opportunity.  We build teams and grow talent that reflect the diversity of the clients and communities we serve. Diversity of background, experience and perspective adds value and depth to our teams and creates better business results.

PWB is an equal opportunity and affirmative action employer.  We take pride in building a workplace culture where all employees feel supported and respected, and have equal access to career and development opportunities without regard to race, religion/creed, color, national origin, age, marital status, ancestry, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), gender identity/expression, sexual orientation, veteran status, physical or mental disability, medical condition, military status, genetic information, or any other characteristic protected by federal, state or local laws.

 

If you would like to request an accommodation due to a disability, please contact us at careers@pacwest.com.

Employment Type: FULL_TIME