- Support the growth goals of
HOA Specialty Banking by developing new depository relationships and making joint calls with relationship managers to promote the bank's products and services. - Manage
HOA preferred vendor relationships - Develop and maintain knowledge of vendors within
HOA specialized industry - Contribute to the vendor management program for all
HOA Specialty Banking preferred vendors - Support the Relationship Manager team with a primary focus on leading the critical onboarding and implementation process for new and existing clients
- Execute the onboarding of new clients and transitions of existing clients by working independently and with business development, operations, technology, compliance and lending officers
- Assist and coordinate Third-Party Vendor Payments on analysis
- Partner with marketing for advertising, written communication and coordinating industry events
- Ensure the prompt development and delivery of critical integration technology services needed in this industry to achieve the growth and profitability initiatives & goals of the bank by working closely with banking technology, cash management and IT officers
- Provide support and partner with SVP
HOA Specialty Banking President to analyze ongoing operations and new opportunities - Perform all other duties and special projects as assigned
- Bachelor's degree (B. A.) from a four-year college or university
- Proven track record of success with 5+ years of financial reporting and accounting operations experience.
- Masterful at relationship building and business development with strong influential and decision-making skills.
- Demonstrated business acumen with knowledge of unique industries and markets in conjunction with a broad knowledge of business banking products and services.
- Excellent communication skills with all levels of external and internal clients
- Proven time management and problem-solving skills with the ability to organize, prioritize, and handle multiple tasks and make necessary decisions within a fast-paced environment.
- Demonstrates initiative and the ability to work in an autonomous manner.
-
Receptionist/office Support
2 days ago
ZenSpace Inc San Jose, United StatesOverview: · We are seeking a highly organized and detail-oriented Administrative Assistant to join our team. As an Administrative Assistant, you will play a crucial role in supporting our daily operations and ensuring smooth administrative processes. This is a full-time position ...
-
Office Support Specialist
6 days ago
Granite River Labs Inc Santa Clara, United StatesHeadquartered in Silicon Valley with almost 400 staff in 9 countries, GRL is the world leader in test services and automated test solutions for digital connectivity and charging technologies. We help engineers solve the toughest design and validation challenges. Since 2010, we ha ...
-
Receptionist/office Support
1 week ago
Expedite Technology Solutions Santa Clara, United StatesResource's typical working day: · They will not be answering or making phone calls, but greeting people checking them in and getting them where they need to go · Provides support for reception and guest services, mail services, phone, meeting rooms and location services. · Greets ...
-
Office Support
5 days ago
Celestica San Jose, United StatesSummary · Candidates must be able to handle a variety of office support tasks, multitask, and work diligently under pressure. Good judgment, excellent management skills, time management skills, written and verbal communication skills, and the ability to be punctual are required. ...
-
Treasury Sales Support Officer
1 week ago
Heritage Bank of Commerce San Jose, United StatesTreasury Sales Support Officer · Posting Date: 04/17/2024 · Location: San Jose, CA (on-site only) · Requisition #: HBC 24-31 · Department: Cash Management · Job Summary: · The Treasury Sales Support Officer is responsible for providing timely and accurate support to the Treasury ...
-
Receptionist
1 week ago
Newmark San Jose, United States**About the role** · Newmark is looking for a skilled Receptionist in our client's San Jose office to undertake a variety of day-to-day office and administrative tasks. You will be an integral part in ensuring that our office operations run smoothly and a first point of contact t ...
-
Admin Assistant
2 days ago
Prodapt San Jose, United StatesOverview: · Office Admin position - San Jose California · **Responsibilities**: · - Coordinate office activities and operations to secure efficiency and compliance to company policies · - Supervise administrative staff and divide responsibilities to ensure performance · - Manage ...
-
Construction Office Manager
1 hour ago
S & S Renovations San Jose, United StatesJob Description: · **Responsibilities**: · - Manage scheduling, billing, and invoicing through Buildertrend or Excel. · - Maintain project files and documentation to ensure accuracy and completeness. · - Oversee office supplies inventory and place orders as necessary. · - Provide ...
-
Diocese of San Jose (DSJ) San Jose, United StatesWe are seeking a collaborative, detailed-oriented self-starter to join our mission-driven team. The Project Coordinator is responsible for providing day to day support to two offices: COO/Pastoral Planning. This person is responsible for supporting the Pastoral Planning Office wi ...
-
On-site Computer Technician
1 hour ago
GEEK911 San Jose, United StatesJoin a growing team GEEK911 realizes that good people are critical to the success of any business. We pride ourselves on the skills and professionalism of our staff, and invest heavily in their training and development. When you join GEEK911 your support and ongoing training is c ...
-
Front Desk Coordinator 99055
2 days ago
Leadstack Inc San Jose, United StatesLeadStack Inc. is an award-winning, one of the nation's fastest-growing, certified minority-owned (MBE) staffing services provider of contingent workforce. As a recognized industry leader in contingent workforce solutions and Certified as a Great Place to Work, we're proud to par ...
-
On-site Computer Technician
2 days ago
GEEK911 San Jose, United StatesWe're a growing company, come grow with us · Join a growing team GEEK911 realizes that good people are critical to the success of any business. We pride ourselves on the skills and professionalism of our staff, and invest heavily in their training and development. When you join G ...
-
Administrative Assistant
1 week ago
Center for Employment Training San Jose, United StatesUnder the supervision of the Director of Contracts, Planning and MIS, the Administrative Assistant performs a variety of office support functions; provides superior customer service; enters and maintains student information using computer database software and creates and maintai ...
-
Assistant E-sports Coach
2 days ago
University Of Silicon Valley San Jose, United States**SUMMARY** · This role is responsible for working with the Head Esports Coach to support both the Esports and Marketing teams to ensure the growth and retention of Esports athletes. · Oversees the Smash team players and any other games deemed appropriate. · **DUTIES & RESPONSIBI ...
-
Alum Rock Counseling Center Inc San Jose, United StatesThe mission of Alum Rock Counseling Center (ARCC) is to heal families and inspire youth to reach their full potential. For 50 years, ARCC has provided a wide range of behavioral health counseling and school-based support, designed to promote health equity & educational equity, an ...
-
Executive Assistant to The CEO
4 days ago
Gallaherco San Jose, United StatesExecutive Assistant to CEO · Do you thrive in a fast-paced environment and relish playing a pivotal role in the success of a leader? Gallaher Company is seeking a highly motivated and organized Executive Assistant to provide exceptional support to our CEO. · We're not your regula ...
-
Building Maintenance Technician
1 week ago
Newmark San Jose, United StatesThe Facilities Coordinator is responsible for the General Interior and Building Maintenance. Office Equipment and Tools, maintain equipment to ensure their functionality. · **Your Contribution**: · Be Yourself. Be Open. Stay Hungry and Humble. Collaborate. Challenge. Decide and j ...
-
Office Manager
1 week ago
Floor Coverings International of West Santa Clara County San Jose, United States**Benefits**: · - Bonus based on performance · - Competitive salary · - Training & development · Floor Coverings International is the #1 mobile flooring company in North America. With over 225 locations across the United States and Canada, our unique shop-at-home model allows cus ...
-
Superintendent
1 hour ago
Holder Construction San Jose, United States**WHO WE ARE** · The best teams trust Holder to deliver their most important work. Our people redefine the construction experience. We lead with integrity. We seek excellence. We care more. · As a strong and stable company since 1960, Holder provides nationwide construction manag ...
-
Front Desk
2 days ago
La-Z-Boy Furniture Galleries San Jose, United StatesLa-Z-Boy Furniture Galleries in San Jose, Ca has an immediate opening for a Full Time General Office position with weekend availability. · Job Brief: · You will provide support to our sales staff and respond to customer and prospect inquiries. This is a general office position wh ...
VP/HOA Sales Support Officer - San Jose, United States - Heritage Bank of Commerce
Description
VP/HOA Sales Support OfficerPosting Date: 04/25/2024
Location:
San Jose, CA (on-site only)
Requisition #:
HBC 24-33
Department:
HOA
Job Summary:
The VP/HOA Sales Support Officer will support Relationship Managers with prospects and clients as it pertains to transitional planning, software integration and technical support.
The VP will also manage relationships with all
HOA preferred vendors which includes technology development, product development and resolving escalated issues.
In addition to assisting in marketing efforts and coordination of industry events, the VP will solicit new business and individual account relationships with an emphasis on homeowner association (HOA) and property managers, contributing to the growth initiatives of the bank.
Pay range:
Base Compensation is dependent upon role, experience, and skill set: Min- $86,295 /yr Max- $143,825 /yr
Primary Responsibilities:
Qualifications:
Compliance Responsibilities:
The employee is responsible for ensuring compliance with all aspects of job related laws and regulations and must maintain current compliance knowledge by attending compliance related training seminars and staff meetings and by reading pertinent compliance related materials.
Job related laws and regulations include, but are not limited to the following: Bank Secrecy Act (BSA); Office of Foreign Asset Control (OFAC); Vendor Management; Information and Data Security; and SEC regulations related to corporate governance and disclosure.
We do not discriminate on the basis of race, color, ethnicity, religion, sex, sexual orientation, gender identity, national origin, marital status, genetic information, disability, Veteran status, or any other characteristic protected by Federal, state or local laws.
VP/HOA Sales Support Officer professionals in San Jose
-
Michele Free
Event Producer
-
Cherry Tong
Recent graduate with experience in Accounting
-
Irina Max
Principal Lead Data Scientist/Manager