Commercial Relationship Officer I (Tampa/Orlando)

Popular, Inc.•Orlando, FL

About The Position

The Commercial Relationship Officer I in Association Banking develops and manages relationships in the community association segment, including homeowners’ associations (HOAs) and property management companies. The role identifies business opportunities, promotes the Bank’s products and services, and supports client satisfaction while following established risk and compliance standards. The officer develops business through prospecting, networking, and referrals; builds relationships with prospective and existing clients; and recommends appropriate financial solutions. The role promotes and cross-sells deposit, treasury management, and digital banking products and services, maintains an active sales pipeline and accurate CRM records, and prepares presentations, proposals, and product demonstrations. It also involves participation in industry events and networking, ongoing client support and product implementation, collaboration with internal partners, monitoring market and competitive developments, and compliance with banking regulations and internal policies. The position requires a high school diploma or equivalent and at least three years of HOA industry experience working directly with associations and/or property management companies. A bachelor’s degree in business or a related field and homeowner association sales experience are preferred. The employer notes that its hybrid work model applies to certain positions and may change based on organizational needs; the posting does not specify whether this role is hybrid. Applicants must be authorized to work for any employer in the United States; visa sponsorship or transfer is unavailable.

Requirements

High school diploma or equivalent.
At least 3 years of HOA industry experience 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; visa sponsorship or transfer is not available.
The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

Nice To Haves

Bachelor’s degree in business or a related field.
Homeowner Association sales experience.

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 deposit, treasury management, and digital banking products and services.
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, respond to inquiries, coordinate product implementation, and facilitate training as needed.
Collaborate with internal partners to ensure timely service delivery and a consistent client experience.
Stay informed about market conditions, industry trends, and competitive developments.
Ensure compliance with applicable banking regulations and internal policies and procedures.
Maintain high standards of professionalism, work quality, attendance, and conduct.