VP, HOA Regional Account Executive
On-siteSan Diego, California, United States
Job Summary
Drive Bank's share of client relationships by acquiring deposit business and cross-selling products to community association management companies. Generate leads through trade associations, events, and volunteer roles while executing detailed sales tracking and preparing pricing proformas for RFPs and proposals. Secure executed service agreements, collaborate with the onboarding team for customer experience, and partner with the relationship team to expand service offerings. Maintain independent judgment in proposal preparation and pricing models while completing required corporate training. This role demands strong prospecting skills, remote work organization, and the ability to travel locally, regionally, and nationally for client retention and tradeshow duties.
Required 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
- Must be able to travel locally, regionally and nationally as required in the fulfillment of business development and client retention duties
Desired Qualifications
- Bachelors degree
- Homeowner Association sales experience
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