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Associate Relationship Manager

2 months ago

Addison, Texas, United States Pacific Premier Bank Full time
About the Role

Pacific Premier Bank is seeking a highly motivated and experienced Associate Relationship Manager to join our team. As an Associate Relationship Manager, you will play a critical role in supporting our Relationship Managers in business development and managing the relationships of current HOA customers.

Key Responsibilities
  • Business Development: Identify and contact new HOA and Property Management companies (prospects) via cold calling and other marketing methods.
  • Sales Appointments: Set new business sales appointments using a systematic approach of cold calling, emails, and other marketing methods.
  • Client Relationships: 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 and provide assistance in coordinating and registering for industry tradeshow events.
  • Customer Service: Develop a clear understanding of both prospect and customer needs and strategies with an ability to provide advice and solutions using Pacific Premier Bank's custom HOA products and services.
  • Operations Assistance: Support Relationship Manager and Client Service team in ongoing communication with Customers, including coordinating and presenting routine Customer Client Reviews and Due Diligence reporting.
  • Special Projects: 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 the trends in banking products, various delivery channels, and regulatory, operational, and compliance issues.
  • Documentation: Assist with collection and processing of necessary documentation to open, close, and renew all types of deposit and loan accounts.
Requirements
  • 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.