We are currently looking for a Commercial Relationship Officer in Association Banking that is responsible for developing and managing relationships within the community association segment, including homeowners’ associations (HOAs) and property management companies. This role focuses on identifying business opportunities, promoting the Bank’s products and services, and ensuring a high level of client satisfaction while adhering to established risk and compliance standards.
- Develop new business opportunities through prospecting, networking, and referrals within the assigned market segment.
- Establish and maintain relationships with prospective and existing clients to identify needs and recommend appropriate financial solutions.
- Promote and cross-sell the Bank’s products and services, including deposit, treasury management, and digital banking solutions.
- Maintain an active pipeline of opportunities and ensure timely, accurate documentation in CRM systems
- Prepare and deliver client presentations, proposals, and product demonstrations aligned with business objectives.
- Participate in industry events, client meetings, and networking activities to enhance market presence and generate leads.
- Provide ongoing client support, including responding to inquiries, coordinating product implementation, and facilitating training as needed.
- Collaborate with internal partners to ensure timely service delivery and a consistent client experience.
- Stay informed of market conditions, industry trends, and competitive developments.
- Ensure compliance with applicable banking regulations, as well as internal policies and procedures.
- Maintain high standards of professionalism, work quality, attendance, and conduct.
- Bachelor’s Degree in Business or related field.
- 4-8 years of experience of HOA industry experience working directly with associations and/or property management companies.
- Preferred: Homeowner Association sales experience
- Effective sales ability and persuasiveness.
This position may be based in any of the following locations:
- San Diego, CA
- Orange County, CA
- Inland Empire, CA
- Coachella Valley, CA
Location will be determined based on business needs and candidate qualifications.
Our base salary for this position located in California generally ranges between $140,000.00 and $195,000.00 annually, depending on business need and on your qualifications and experience. Base salary does not include incentive compensation, commission, or any other type of remuneration or benefits.
In addition to salary, Popular's well-rounded benefits package for regular full-time and part-time employees includes a comprehensive health plan, flexible time off options, and savings and investment plans. Seasonal/temporary employees are not eligible for these benefits.
Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.
Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.
Applicants must be authorized to work for any employer in the United States. This position is not open to applicants who need visa sponsorship or transfer of visa sponsorship at this time.
ABOUT US
Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.
As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds.
We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.
If you have a disability or need more information about requesting an accommodation, please contact us at [email protected]. This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.
Are you ready for a rewarding career?
Popular is an Equal Opportunity Employer, including Disability/Vets
Popular is a Drug Free Workplace
Learn more about us at www.popular.com and keep updated with our latest job postings at www.jobs.popular.com.
