HOA Business Development and Relationship Manager - Florida/Southeast US (Remote)

Pacific Premier Bank; United States; Remote; USD 130,000 - 160,000; Full time

Job summary

A leading banking institution is seeking an HOA Business Development and Relationship Manager. The role involves establishing and nurturing banking relationships within the property management industry, focusing on Treasury Management products and services. Ideal candidates will have over 5 years of experience in business development, a strong consultative approach, and the ability to manage client relationships effectively. This position offers a competitive salary and bonuses, alongside opportunities for professional growth and operational excellence.

Benefits

Medical benefits

Incentive compensation plan

Qualifications

• 5+ years of experience in business development or sales.
• Experience in Financial Services or Property Management preferred.

Responsibilities

• Develop relationships to generate new deposit business.
• Manage existing client relationships using CRM systems.
• Evaluate customer financial needs and provide expert advice.

Skills

Business Development

Sales Experience

Client Relationship Management

Consultative Selling

Job description

The HOA Business Development and Relationship Manager is responsible for managing and developing commercial banking relationships within the property management services industry. Develops relationships with both current clients and prospects in an effort to generate new deposit business by offering customized Treasury Management products and services that will enhance the financial operations of the property management company.

RESPONSIBILITIES

• Through an organized and consultative approach, develops new depository relationships with prospective clients that includes telephonic, face-to-face visits and written communication to introduce the Bank’s products and services. Participates in community events and tradeshows to promote the Bank’s available services and financial products.
• Meets with centers of influence, CPAs, attorneys, real estate agents, business owners, senior executives and others to evaluate and analyze their financial and business needs, and to provide expert advice to prospective clients about the advantages and disadvantages of certain financial products and services offered by Pacific Premier Bank. This includes developing a clear understanding of current and potential customer needs and their business strategies, knowledge and ability to consult with them regarding their core accounting platform and how this may connect to banking systems to increase efficiencies, and provide best practices with respect to risk and fraud mitigation.
• Communicates and collaborates with internal stakeholders and departments, as required, to help achieve customer goals and to address customer needs.
• Actively manages and maintains, on an ongoing basis, existing clients by independently monitoring their use of Treasury Management services, updating them on new enhancements, and regularly make oneself available as an escalation point for issues where commercial customer service and the Client Manager need assistance. This includes managing customer relationships through the Bank’s CRM system to ensure customers are receiving the care and service that meets their expectations. Discusses and evaluates current business requirements to anticipate additional customerneeds or concerns. Follows up on both deposit and credit line and other expirations and renewals on a regular basis, as appropriate.
• Develops individual marketing strategies and approaches to execute plans for promoting the Bank’s financial products. Leverages existing customer relationships to solicit and prospect for new banking relationships.
• Scrutinizes customer and potential customer information provided for evidence of irregularities, discrepancies and fraud.
• Effectively negotiates deposit and credit product pricing, terms and conditions with the managers or officers of property management companies. Negotiates the terms of credit agreements, including financial covenants and reporting, sufficiently to protect the Bank from excessive credit risk.
• Makes site visits to prospective or existing clients’ offices to examine collateral for new or existing loans or other assessments as needed.
• Supports Bank compliance efforts by completing pertinent courses. Maintains expertise regarding the trends in banking products, various delivery channels, and regulatory, operational and compliance issues by reading appropriate information sources and attending relevant workshops and presentations.
• Facilitates the creation of necessary documentation to open, close and renew all types of deposit and loan accounts, including, but not limited to, consumer and commercial savings accounts, certificates of deposit and checking accounts, and ensures quick and accurate execution of customer requests.
• Obtains necessary information for preliminary underwriting purposes.
• Other duties as assigned.

QUALIFICATIONS

• 5+ years of business development or sales experience in either Financial Services and/or Property Management industry.

A reasonable, good faith estimate of the minimum and maximum base salary or pay for this position is $130,000-$160,000. Actual compensation will vary based on various factors including but not limited to location, experience, and performance. A business line incentive may be provided ranging from 0% - 1% per loan and 0%-2% per deposit, in addition to a medical and other benefits, dependent on the position. For more information regarding our benefits, please visit https://www.ppbi.com/careers.html

CA (Los Angeles applicants): Applicants are notified that the Company is an insured depository institution subject to the restrictions and requirements of Section 19 of the Federal Deposit Insurance Act (12 CFR 303) (“Section 19”). In accordance with Section 19, the Company will consider an applicant’s criminal history after an applicant is made a conditional offer of employment. Qualified applicants with criminal conviction records will be considered for employment in accordance with the Los Angeles Fair Chance Ordinance. Section 19 may prohibit the Company from employing an applicant with criminal conviction(s) for fraud, breach of trust, embezzlement, mishandling of money or any crime of violence may have a direct impact on the job duties as set forth in the job description and such convictions may result in withdrawal of a conditional offer of employment in accordance with the Los Angeles Fair Chance Ordinance. Because of the nature of our business, a review of your criminal history is necessary to comply with Section 19 and to avoid substantial risk to our business operations and licensing.

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.