Job description
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
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
Bachelors 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
Originally posted on Himalayas
Who can apply
Eligible countries: United States. Accepted UTC offsets: UTC-10, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.