Jobs · Finance · Florida

Commercial Relationship Officer

Popular Bank · Miami Lakes, FL · 2 wk ago
FinanceFull-time

About the role

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.

Responsibilities

  • 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.

Requirements

  • 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.

Qualifications

To be considered, you will need:

  • Evidence of academic preparation or courses related to the job posting, if necessary.

Benefits

Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.

Pay

Details TBD.

Schedule

Details TBD.

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.

Contact Us

If you have a disability or need more information about requesting an accommodation, please contact us at asesorialaboral@popular.com. 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.

Popular is an Equal Opportunity Employer, including Disability/Vets

Popular is a Drug Free Workplace

Learn More

Learn more about us at www.popular.com and keep updated with our latest job postings at www.jobs.popular.com.

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