VP, HOA Relationship Manager

Job Description

Job Description

VP, HOA Relationship Manager

Office Locations Beverly Hills and Temecula

Understanding that exceptional people... create exceptional circumstances!

Who we are : We are a bank that knows our clients by name, understands their banking needs and works as a team to provide the highest level of service possible.

We provide modern banking tools strengthened by a renowned tradition of service. We offer our clients choice and flexibility in managing their finances, while preserving the personal touch and accessibility they expect.

Here's what you’ll do : The Vice President, HOA Relationship Manager is responsible for new business development of HOA Property Management services and other Specialty Depository services.

Provides advice and education to clients on opportunities to utilize the Bank’s treasury services and products to enhance their financial operations.

Assures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations.

Generates new business through prospecting, outside calling, networking, and referrals through an organized and consultative approach.

Makes a substantial number of outside, in-person calls on prospects and clients requiring automobile travel.

• Works to foster new and expand existing HOA client relationships through cross-selling products and services in a consultative manner.
• Effectively negotiates product pricing, terms and conditions with the managers or officers of property management companies.
• Conducts cost and benefit analyses, builds multiple pricing scenarios, and identifying pricing improvements and margin opportunities for the client.
• Researches and fully understands competitors’ strengths, weaknesses, and product offerings / pricing.

What you Need to Succeed :

• 5 years’ experience required in property management industry / HOA Community Association.
• Bachelor's Degree (BA) or equivalent, with a concentration in finance / business or 3 years of related experience in banking and finance or equivalent combination of education and experience preferred.
• Excellent presentation, verbal, and written communication skills.
• Strong computer skills, including MS Office : Word, Excel, Outlook, Teams, and video conferencing.
• In depth knowledge of financial products and banking regulations.
• High energy, results-oriented and works well in a team environment.
• Current Driver’s License and a vehicle with appropriate insurance coverage to drive while performing assigned duties and responsibilities.

What’s in it for You :

Excel Bank offers competitive compensation and incentive package, along with a comprehensive benefits package that includes :

• Competitive salary.
• Excellent comprehensive benefits package includes Aetna and Kaiser HMO or PPO, dental, and vision.
• Bank paid life insurance and long-term disability.
• 401(K).
• Flexible Time Off
• Paid Bank Observed Holidays.

We offer a highly desirable work environment with committed banking professionals who value teamwork and collaboration.

INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT

Excel Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants for employment at Excel Bank will receive consideration for employment without regard to race, religion, color, sex, gender identity or expression, sexual orientation, national origin, ancestry, citizenship status, uniform service member and veteran status, marital status, age, protected medical condition, disability, or any other protected status in accordance with all applicable federal, state, and local laws.

2024 Excel Bank

Member FDIC