VP, Sr. HOA Relationship Manager
Remote - USA - CW, United States
Target Range:
$135,000.00/Yr. - $145,000.00/Yr.Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education.
This is a commission eligible role.
About This Job
Axos is seeking a Commercial Banking professional to acquire and develop new client relationships to support the Bankās deposit and fee income growth goals in Property Management CONDO/HOA and HOA LOANS.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 retentionĀ
- 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
Requirements:
- Bachelor's degree and/or relevant experience
- 5+ years' sales development and client relationship experience
- Previous account analysis and cash/treasury managementĀ Ā
- 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
- Strong sales acumen
- Multitask & prioritize effectively
- Sound judgment and acute critical thinking skills that support independent discretion and decision-making ability (with guidance from supervisor)
- Positive attitude, a āpossibilitiesā thinker who is a collaborative team player
- Organized, with appropriate attention to detail
- Self-starter, accountable for performance and decision-making, work with little supervision
- Quick, risk-based thinking within guidelines of bank policy
Axos Employee Benefits May Include:
Medical, Dental, Vision, and Life Insurance
Paid Sick Leave, 3 weeksā 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
About Axos
Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. Weāre a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers.
Axos Financial is our holding company and is publicly traded on ā¦
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Benefits/Perks401(k) with match 529 Savings Plan Dental Dental Insurance Employee mortgage loan program Holidays Life Insurance Medical Medical, dental, vision, and life insurance Medical Insurance Paid Sick Leave Vacation Vision Vision Insurance
Tasks- Develop sales campaigns
- Manage client portfolio
- Manage portfolio
- Monitor competition
- Relationship Management
Banking Cash Management Client relationship management Commercial Banking Compliance CRM Data analysis Marketing Microsoft Excel Microsoft PowerPoint Microsoft Word Networking Outbound Sales Relationship Management Risk mitigation Sales Salesforce Technology Treasury management
Experience5 years
Education TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9