HOA Relationship Banking Specialist

7 days ago


Addison, Texas, United States Pacific Premier Bank Full time
Job Summary

Pacific Premier Bank is seeking a highly motivated and experienced Associate Relationship Manager - HOA to join our team. As a key member of our Community Association Banking division, you will play a critical role in supporting our Relationship Managers in business development and managing relationships with current HOA customers.

Key Responsibilities
  • Business Development: Identify and contact new HOA and Property Management companies (prospects) via systematic approaches, including cold calling, emails, and other marketing methods and tools.
  • Relationship Management: Consult with HOA Relationship Managers on newly identified HOA depository opportunities to jointly develop new clients for the Community Association Banking division.
  • Account Management: Generate additional opportunities with existing customers, provide assistance in coordinating and registering for industry tradeshow events, and support Relationship Managers and Client Service teams in ongoing communication with customers.
  • Operations Assistance: Assist in managing account level exception pricing communication with the appropriate officers of our property management clients and/or association boards.
  • Compliance: Support Bank compliance efforts by completing pertinent courses and maintaining expertise regarding trends in banking products, various delivery channels, and regulatory, operational, and compliance issues.
Requirements
  • 1+ years of experience in Branch Banking Operations, 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.
Compensation

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.



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