Commercial Relationship Officer (Dallas/Ft. Worth)

Popular; Dallas (TX); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Popular is seeking a Commercial Relationship Officer in Dallas who will develop and manage relationships within the community association segment, including homeowners’ associations and property management companies. The role emphasizes identifying business opportunities, promoting the Bank’s products, and ensuring client satisfaction while adhering to compliance standards.

Candidates should have a Bachelor’s in Business or a related field, along with 4-8 years of relevant experience. This position offers a hybrid work model.

Qualifications

• 4‑8 years of experience in the HOA industry working with associations or property management companies.
• Effective sales ability and persuasiveness.
• Must be authorized to work in the U.S.

Responsibilities

• Develop new business opportunities through prospecting and networking.
• Establish relationships with clients to identify needs.
• Promote and cross-sell the Bank’s products and services.
• Maintain an active pipeline of opportunities.
• Prepare and deliver client presentations.
• Participate in industry events and client meetings.
• Provide ongoing client support and training.
• Collaborate with internal partners for service delivery.
• Stay informed of market conditions and industry trends.
• Ensure compliance with banking regulations.

Skills

Sales ability

Relationship management

Market awareness

Education

Bachelor’s Degree in Business or related field

Job description

Commercial Relationship Officer (Dallas/Ft. Worth)

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.

Qualifications

• Bachelor’s Degree in Business or related field.
• 4‑8 years of experience in the HOA industry working directly with associations and/or property management companies.
• Effective sales ability and persuasiveness.
• 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.
• The candidate must provide 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.

Equal Opportunity Employer

Popular is an Equal Opportunity Employer, including Disability/Vets.