Remote HOA & Association Banking Relationship Officer

Popular; North Carolina; On-site; USD 60,000 - 80,000; Full time

Job summary

Popular is seeking a Commercial Relationship Officer to develop and manage relationships primarily within the homeowners’ association segment. This role is focused on identifying business opportunities and promoting the Bank's products, ensuring client satisfaction while adhering to compliance standards.

The ideal candidate should have a Bachelor's degree, 4-8 years of HOA industry experience, and strong sales abilities. This position offers the flexibility of remote work as part of its hybrid model.

Qualifications

• 4-8 years of experience in HOA industry working with associations and/or property management.
• Proficiency in developing client relationships and identifying financial solutions.
• Ability to maintain documentation and manage a client pipeline.

Responsibilities

• Develop new business opportunities through prospecting and referrals.
• Establish relationships with clients to identify needs and propose solutions.
• Promote and cross-sell the Bank’s products and services.
• Prepare and deliver client presentations and proposals.
• Ensure compliance with banking regulations and internal policies.

Skills

Sales ability

Networking

Client relationship management

Compliance knowledge

Education

Bachelor’s Degree in Business or related field

Job description

Popular is seeking a Commercial Relationship Officer to develop and manage relationships primarily within the homeowners’ association segment. This role is focused on identifying business opportunities and promoting the Bank's products, ensuring client satisfaction while adhering to compliance standards.

The ideal candidate should have a Bachelor's degree, 4-8 years of HOA industry experience, and strong sales abilities. This position offers the flexibility of remote work as part of its hybrid model.