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Commercial Relationship Officer I (Tampa/Orlando)

Role overview

Qualifications

  • High School Diploma or equivalent required
  • Minimum 3 years of experience in HOA industry
  • Effective sales ability and persuasiveness
  • Bachelor’s Degree in Business or related field preferred

Responsibilities

  • Develop new business opportunities through prospecting and networking
  • Establish and maintain relationships with prospective and existing clients
  • Promote and cross-sell the Bank’s products and services
  • Provide ongoing client support and ensure compliance with regulations

Key facts

Hard skills

Other skills

  • Sales Acumen
  • Communication
  • Professionalism

About the company

Popular Bank logo

Popular Bank

  • Banking
  • 1,001–5,000
Popular continuously aims to build on its reputation for sound financial guidance, identifying areas of opportunity, and creating innovative partnerships that will enhance our clients’ banking experience. We are committed to making dreams happen, by providing financial solutions every step of the way. In October 2021, K2 Capital Group became part of Popular Equipment Finance, LLC, a wholly-owned subsidiary of Popular Bank. For over 120 years, Popular, Inc. has been successfully providing top-tier financial solutions to consumers, small businesses, corporations, and governmental organizations. Our steadfast commitment to serving our customers and local communities stands at the core of our institutional values. Today, we operate in the U.S., with branches in New York, New Jersey, and South Florida, as well as Puerto Rico and the Caribbean. Advance your career with a position at Popular Bank. Our bottom line is you. Social Media User Guidelines: http://popbank.us/guidelines Privacy Policy: https://www.popularbank.com/online-privacy-practices/ Copyright © 2023. Member FDIC.

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Job description

 

Pop Assoc FL

We are currently looking for a Commercial Relationship Officer I 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. 
 

In this position, you will:

  • 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.

To be considered, you will need:

  • High School Diploma or equivalent required; Bachelor’s Degree in Business or related field preferred. 
  • Minimum 3 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.  

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 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.

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.
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