HOA Banking Relationship Lead – Remote

Popular; Dallas (TX); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Hybrid work model

Remote-friendly environment

Job summary

Popular is seeking a Commercial Relationship Officer in Association Banking for the Dallas/Ft. Worth area.

You will develop and manage HOA and property management client relationships, promote Bank products, and ensure client satisfaction while maintaining compliance and risk standards. The role focuses on identifying business opportunities, presenting solutions, and coordinating with internal partners to deliver timely service.

Qualifications

• Bachelor’s degree in Business or related field.
• 4–8 years of HOA industry experience with associations and/or property management companies.
• Effective sales ability and persuasiveness.

Responsibilities

• Develop new business opportunities through prospecting, networking, and referrals within HOA market segments.
• Establish and maintain relationships with prospective and existing clients to identify needs and recommend financial solutions.
• Promote and cross-sell the Bank’s products and services, including deposits, 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 generate leads.
• Provide ongoing client support, including responding to inquiries and coordinating product implementation.
• 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 banking regulations and internal policies.
• Maintain high standards of professionalism, work quality, attendance, and conduct.

Skills

Sales ability

Relationship management

Communication skills

Education

Bachelor’s Degree in Business

Job description

Popular is seeking a Commercial Relationship Officer in Association Banking for the Dallas/Ft. Worth area.

You will develop and manage HOA and property management client relationships, promote Bank products, and ensure client satisfaction while maintaining compliance and risk standards. The role focuses on identifying business opportunities, presenting solutions, and coordinating with internal partners to deliver timely service.