Axos Bank is seeking a VP, Sr. HOA Relationship Manager, a senior commercial banking role pivotal to expanding our footprint in the Property Management CONDO/HOA and HOA Loans vertical. You will be responsible for acquiring, developing, and managing client relationships to drive deposit growth and deliver sophisticated cash management solutions.
What You'll Do
- Proactively solicit new client relationships within the Property Management CONDO/HOA industry.
- Conduct outbound sales activity including direct calling, networking, and attending trade conferences.
- Actively cross-sell appropriate banking solutions to new and existing clients.
- Manage your portfolio for growth, risk mitigation, and client retention.
- Work effectively with Marketing to develop, launch, and manage targeted sales campaigns.
- Maintain current contact and client data records in Salesforce.
- Monitor practices of competitors and report findings to management.
- Develop a referral network of industry professionals.
- Deliver appropriate cash and treasury management solutions.
What We're Looking For
- A Bachelor's degree and/or relevant experience.
- 5+ years of sales development and client relationship experience.
- Previous account analysis and cash/treasury management experience.
- Compliance and BSA knowledge.
- Working knowledge of computer programs, including CRM software; proficiency in Word, PowerPoint, and Excel.
- Proven ability to acquire and expand business relationships through strong prospecting skills.
- Sound judgment and acute critical thinking skills for independent decision-making.
- A self-starter, accountable for performance and able to work with little supervision.
- Ability for quick, risk-based thinking within the guidelines of bank policy.
Technical Stack
- CRM and contact management software
- Salesforce
- Microsoft Word, PowerPoint, Excel
Benefits & Compensation
- Compensation Range: $115,000.00 - $135,000.00 per year.
- Medical, Dental, Vision, and Life Insurance.
- Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 per year).
- HSA or FSA accounts 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.
Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws.
