Regional Account Executive HOA, Vice President
Posted on: December 6, 2018
Reporting to the Sales Manager - Team Leader, the Regional Account Executive ("RAE") is responsible for business development and portfolio management retaining profitable deposit business within the Homeowners Association industry vertical market, including community association management companies serving homeowner, condominium, and cooperative associations. Cultivate relationships providing superior customer service and deepening the relationship by cross selling appropriate Bank products and services. Major Responsibilities: Business Development - Increase Banks share of clients total relationship by acquiring deposit business and cross sell appropriate bank products and services for a specific target market of community association management companies. RAE is responsible for lead generation partially derived from local and national trade association activities including, but not limited to, trade shows, luncheons, events and volunteer committee or board positions. Perform detailed sales and account management tracking using approved sales tracking system. Work with Sales Manager to develop appropriate sales responses to RFPs and client proposals. Customarily and regularly exercises discretion and independent judgment in the preliminary preparation of client proposals and pricing models. Prepares pricing proformas/profilers when necessary. Prepare and obtain proper executed Service Agreements and supporting documents as well as complete KYC on each new client. Account Management - Provide a superior level of customer service while ensuring compliance with Bank policies and procedures. Work with Customer Service Unit personnel and Relationship Manager(s) to ensure clients receive superior operational support. Cross sell Bank products and services as appropriate. Monitor and enhance profitability of all assigned relationships. Work with non- profitable clients to develop an exit strategy or enhance relationship/pricing structure to obtain profitability. Risk Management - Ensure adherence to all bank policies relative to Regulatory Compliance such as the Bank Secrecy Act, USA Patriot Act, Anti-Money Laundering Act, Privacy Act and Regulations Q & X (RESPA). Certification that all related forms such as Customer Identification Program (CIP), Know Your Customers (KYC), Suspicious Activity Reports (SARS), Currency and Transaction Reporting (CTR), etc. and verify related tasks are completed within assigned time periods. Actively participate in any required corporate and business line Compliance Training. Follow account opening procedures and understand and follow internal suspicious activity referral requirements and processes, as required for this position. Actively work with clients to understand each clients normal account activity, as appropriate. Qualifications: Knowledge, Skills, Abilities: Excellent written and oral communication skills required Excellent organizational skills Proficient in Microsoft Office Suite programs- Outlook, Word, Excel, and PowerPoint Proven experience working remotely Self-motivated, independent and goal driven Applies professional skills, knowledge, and techniques to maximize business opportunities Strong knowledge of an array of financial products and services and a good knowledge of market sector served preferred Must be able to travel locally and regionally as required in the fulfillment of business development and client retention duties by the most reasonable method available Education, Licensure, Experience: 5 years of successful outside sales, marketing and/or industry experience BA or BS; MBA in Sales and marketing preferred CMCA Certification preferred
Keywords: MUFG, Denver , Regional Account Executive HOA, Vice President, Executive , Denver, Colorado
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