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The Associate Business Development - HOA is responsible for supporting an assigned team of Relationship Managers in business development and managing the relationships of current HOA Customers. Supports the Relationship Manager with ongoing business development efforts. Maintains relationships with current clients in an effort to continue offering customized Treasury Management products and services that will enhance the financial operations of the management company.
Responsibilities
Primary role is to identify and contact new HOA & Property Management companies (prospects) via cold calling.
Sets new business sales appointments using a systematic approach of cold calling, emails, and other marketing methods and tools (P360 templates, bank sponsored events, tradeshows, etc.)
Consults with HOA Relationship Managers on newly identified HOA depository opportunities to jointly develop new clients for the Community Association Banking division.
Generates additional opportunities with existing customers.
Participates in select events, tradeshows, and customer site visits, as determined by size/location, in support of the Relationship Manager by promoting the bank’s available services and financial products.
Provides assistance in coordinating and registering for industry tradeshow events, show logistics (collateral materials, shipping & booth setup) which may require minimal travel, as required.
Develops a clear understanding of both prospect and customer needs and strategies with an ability to provide advice and solutions using Pacific Premier Banks custom HOA products and services.
Supports Relationship Manager and Client Service team in ongoing communication with Customers, including coordinating and presenting routine Customer Client Reviews and Due Diligence reporting.
Examples
Operations Assistance (Signature Cards, Due Diligence)
WebEx and In Person Trainings (HOA training on signature card process, TM services, IntraFi Network, bank paperwork, security protocols)
Deposit Interest Rate Exceptions
Special Project Assistance (ex: DLM conversion, Software changes, Sovos, etc.)
Communicates and collaborates with internal stakeholders and departments, as required, to help achieve customer goals and to address customer needs.
Assists RM in managing and maintaining, 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 Service team need assistance. This includes managing customer relationships through the Bank’s CFM system to ensure customers are receiving the care and service that meets their expectations. Discusses and evaluates current business requirements to anticipate additional customer needs and/or concerns. Follows up on both deposit and credit line and other expirations and renewals on a regular basis, as appropriate.
Assist in managing account level exception pricing communication with the appropriate officers of our property management clients and/or association boards.
Supports Bank compliance efforts by completing pertinent courses
Maintains expertise regarding the trends in banking products, various deliver channels, and regulatory, operational and compliance issues by reading appropriate sources and attending relevant workshops and presentations.
Assist with collection and processing 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.
Qualifications
1+ years of experience in Treasury Management, Deposit Sales or related experience with a Financial Institution. Business Development or related operations experience in the Property Management industry will also be considered.
Must be able to travel at least one time per month and as needed for tradeshows.
Must be able to work out of our Irvine, CA office or Addison, TX.
Must be customer focused and comfortable making cold calls.
A reasonable, good faith estimate of the minimum and maximum base salary or pay for this position is $19.69/hr. to $32.49/hr. Actual compensation will vary based on various factors including but not limited to location, experience, and performance. A discretionary bonus and/or business line incentive may be provided, 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.
Seniority level
Entry level
Employment type
Full-time
Job function
Business Development and Sales
Industries
Banking
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