VP, HOA Regional Account Executive - Tampa/Orlando FL market

Reposted 19 Days Ago
Be an Early Applicant
2 Locations
In-Office or Remote
Mid level
Fintech • Software • Financial Services
The Role
Responsible for business development within the HOA industry, focusing on acquiring deposit business, cross-selling products, and maintaining client relationships. The role involves networking, account management, and collaboration with teams to enhance customer experience.
Summary Generated by Built In

BANC OF CALIFORNIA AND YOUR CAREER

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 BancEdge. 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; promotes working environment free of harassment of any type.
  • 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, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.

 

WHAT YOU’LL BRING

  • Required: 4-8 years of HOA industry experience working directly with associations and/or property management companies
  • Preferred: Homeowner Association sales experience
  • Excellent industry contacts
  • 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
  • Demonstrated and applied professional sales 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
  • Demonstrated ability to prospect for new associations
  • Ability to organize and prioritize work while working remotely or with a virtual office
  • Highschool diploma or equivalent required

 

HOW WE’LL SUPPORT YOU

  • Financial Security: You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting.
  • Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA).
  • Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
  • Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off.
  • Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.

SALARY RANGE

The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.

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 their actual or perceived race (including traits associated with race, such as hair texture, hair type or protective hairstyles), religion or religious creed (including religious dress and grooming practices), color, sex (including pregnancy, childbirth, breastfeeding and related medical conditions), sexual orientation, gender, gender identity, gender expression, gender transitioning, citizenship status, national origin, ancestry, age, marital status, military or veteran status, medical condition, genetic information, or disability (mental or physical), requests for accommodation and any additional protected categories set forth in applicable federal, state or local laws. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • 4-8 years of HOA industry experience working directly with associations and/or property management companies
  • Homeowner Association sales experience
  • Excellent industry contacts
  • Excellent written and oral communication skills
  • Excellent organizational skills
  • Self-motivated, independent and goal-driven
  • Strong knowledge of an array of financial products and services and a good knowledge of market sector served
  • Highschool diploma or equivalent
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The Company
HQ: Los Angeles, California
3,241 Employees

What We Do

About Banc of California, Inc. Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $38 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. Banc of California is the third largest bank headquartered in California and offers a broad range of loan and deposit products and services through more than 90 full-service branches throughout California and in Denver, Colorado, and Durham, North Carolina, as well as through regional offices nationwide. The bank also provides full-stack payment processing solutions through its subsidiary, Deepstack Technologies, and serves the Community Association Management industry nationwide with its technology-forward platform, SmartStreet™. 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. Member FDIC | Equal Housing Lender | NMLS# 530611

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