Commercial Relationship Officer - Association Banking (Remote)

Popular•San Francisco, CA

2d•Remote

About The Position

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.

Requirements

Bachelor’s Degree in Business or related field.
4-8 years of experience of HOA industry experience working directly with associations and/or property management companies.
Effective sales ability and persuasiveness.

Nice To Haves

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 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.