VP, HOA Relationship Manager

Axos Bank

1d • $90,000 - $130,000

About The Position

The VP, HOA Relationship Manager is a senior-level commercial banking professional responsible for acquiring, developing, and managing client relationships in the Property Management CONDO/HOA and HOA Loans sector. This role is pivotal in driving deposit and fee income growth, delivering treasury and cash management solutions, and expanding Axos Bank’s footprint in the HOA vertical.

Requirements

• Bachelor's degree and/or relevant experience
• 5+ years' sales development and client relationship experience
• Previous account analysis and cash/treasury management
• Compliance & BSA knowledge
• Working knowledge of computer and programs, including CRM & contact management software; Word, PowerPoint and Excel proficient
• Acquire and expand existing and new business relationships, driven by strong relationship management and prospecting skills
• Sound judgment and acute critical thinking skills that support independent discretion and decision-making ability (with guidance from supervisor)
• Self-starter, accountable for performance and decision-making, work with little supervision
• Quick, risk-based thinking within guidelines of bank policy

Responsibilities

• Proactively solicit new client relationships within the Property Management CONDO/HOA business industry
• Outbound sales activity: direct calling, networking activities, outbound phone calls, email, trade conferences, appropriate social media
• Actively cross-sell appropriate banking solutions to new and existing clients
• Manage portfolio for growth, risk mitigation, referral opportunity, and retention
• Work effectively with Marketing to develop, launch, and manage targeted sales campaigns
• Maintain current contact and client data records in Salesforce
• Continually monitor practices of competition and report findings to management, when appropriate
• Develop a referral network of industry professionals
• Deliver appropriate cash/treasury management solutions

Benefits

• Medical, Dental, Vision, and Life Insurance
• Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year)
• HSA or FSA account and other voluntary benefits
• 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
• Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level