HOA Business Development Officer I

Western Alliance Bank

2d•Remote

About The Position

As a Business Development Officer you'll focus on developing new business opportunities by offering Bank’s industry specific banking services and products to the Community Association Industry. The primary focus of this position is to develop new business opportunities, while servicing existing clients. The day-to-day task of this position will include, cold calling, establishing new business opportunities, providing sales presentations, attending industry trade show events, marketing to prospects via phone/email/in-person visits, following-up with existing clients on customer service items and perform light administrative task. You'll be responsible to perform the above task in conjunction with promoting and educating existing clients and future clients on the products and services offered through the Bank. This position requires 75% travel mostly throughout an assigned territory in and surrounding areas. It will require some additional traveling throughout the country to annual conferences and training segments that will be mandatory. Responsible for supporting the director in meeting deposit and lending goals. Continue to grow existing client relationships and cross-sell products and services. Identify and cold call on prospective clients to develop new relationships to build a portfolio of management company deposits. Attend industry events including exhibiting at trade shows, attending luncheons and being an active member of the local Community Association Institute (CAI) Chapter. Attend association board meetings. Attending national events and sales training, which requires travel. Effectively communicate banking services via email, letters, demonstrations, presentations and conversations. Liaison between the operations team and the clients as needed. Ensure clients are receiving necessary service levels and troubleshoot their issues and/or concerns. Work closely with their manager and periodically review key performance indicators. Prepare and submit new client forms and update existing client forms. Participate in remote training and attend remote sales meetings. You'll need to be able to work efficiently from their home office and car, while being comfortable spending the majority of the week meeting with new and existing clients. Manage marketing, entertainment and advertising expenses (within budget guidelines) run sales adds in trade publications. Complete mailings/emailing campaigns. Market and solicit loans to community associations. Collect and submit required underwriting material.

Requirements

3+ years of related experience.
High school diploma required; Bachelor's degree in related field preferred.
Intermediate to advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
Intermediate to advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
Intermediate speaking and writing communication skills.
May require up to 75% travel.
Work efficiently from their home office and car, while being comfortable spending the majority of the week meeting with new and existing clients.

Responsibilities

Develop new business opportunities by offering Bank’s industry specific banking services and products to the Community Association Industry.
Develop new business opportunities, while servicing existing clients.
Cold calling, establishing new business opportunities, providing sales presentations, attending industry trade show events, marketing to prospects via phone/email/in-person visits, following-up with existing clients on customer service items and perform light administrative task.
Promoting and educating existing clients and future clients on the products and services offered through the Bank.
Supporting the director in meeting deposit and lending goals.
Continue to grow existing client relationships and cross-sell products and services.
Identify and cold call on prospective clients to develop new relationships to build a portfolio of management company deposits.
Attend industry events including exhibiting at trade shows, attending luncheons and being an active member of the local Community Association Institute (CAI) Chapter.
Attend association board meetings.
Effectively communicate banking services via email, letters, demonstrations, presentations and conversations.
Liaison between the operations team and the clients as needed.
Ensure clients are receiving necessary service levels and troubleshoot their issues and/or concerns.
Work closely with their manager and periodically review key performance indicators.
Prepare and submit new client forms and update existing client forms.
Participate in remote training and attend remote sales meetings.
Manage marketing, entertainment and advertising expenses (within budget guidelines) run sales adds in trade publications.
Complete mailings/emailing campaigns.
Market and solicit loans to community associations.
Collect and submit required underwriting material.