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Responsible for developing and managing a portfolio of private clients, providing financial advice, and growing relationships to increase revenue.

Responsible for business development within the HOA industry, cultivating relationships, managing accounts, and cross-selling Bank products and services.

The SVP, Regional HOA Account Executive is responsible for business development within the HOA industry, managing relationships and expanding client accounts by cross-selling Bank products and services. Key duties include lead generation, sales tracking, proposal preparation, and ensuring exceptional client onboarding.

Lead and grow regional commercial banking by developing strategy, driving revenue and client acquisition, managing regional P&L, ensuring credit and risk discipline, building and developing a high-performing team, and collaborating with cross-functional partners to deliver integrated client solutions and meet enterprise objectives.