The HOA Relationship Manager is responsible for managing and developing commercial banking relationships within the HOA and property management services industry. Develops relationships with both current clients and prospects in an effort to generate new deposit business by offering customized Treasury Management products and services that will enhance the financial operations of the property management company.

RESPONSIBILITIES

• Through an organized and consultative approach, develops new depository relationships with prospective clients that includes telephonic, face-to-face visits and written communication to introduce the Bank’s products and services. Participates in community events and tradeshows to promote the Bank’s available services and financial products.
• Meets with centers of influence, CPAs, attorneys, real estate agents, business owners, senior executives and others to evaluate and analyze their financial and business needs, and to provide expert advice to prospective clients about the advantages and disadvantages of certain financial products and services offered by Pacific Premier Bank. This includes developing a clear understanding of current and potential customer needs and their business strategies, knowledge and ability to consult with them regarding their core accounting platform and how this may connect to banking systems to increase efficiencies, and provide best practices with respect to risk and fraud mitigation.
• Actively manages and maintains, 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 Manager need assistance. This includes managing customer relationships through the Bank’s CRM 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 or concerns. Follows up on both deposit and credit line and other expirations and renewals on a regular basis, as appropriate.
• Develops individual marketing strategies and approaches to execute plans for promoting the Bank’s financial products. Leverages existing customer relationships to solicit and prospect for new banking relationships.
• Scrutinizes customer and potential customer information provided for evidence of irregularities, discrepancies and fraud.
• Effectively negotiates deposit and credit product pricing, terms and conditions with the managers or officers of property management companies. Negotiates the terms of credit agreements, including financial covenants and reporting, sufficiently to protect the Bank from excessive credit risk.
• Makes site visits to prospective or existing clients’ offices to examine collateral for new or existing loans or other assessments as needed.
• Supports Bank compliance efforts by completing pertinent courses. Maintains expertise regarding the trends in banking products, various delivery channels, and regulatory, operational and compliance issues by reading appropriate information sources and attending relevant workshops and presentations.
• Facilitates the creation 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.
• Other duties as assigned.

QUALIFICATIONS

• 5 years of business development or sales experience in either Financial Services and/or Community Association Management industry.
• Industry Specific Credentials- EBP, CMCA, PCAM, etc. preferred.

A reasonable, good faith estimate of the minimum and maximum base salary or pay for this position is $76,559 to $140,355. 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

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)