Commercial Relationship Officer - HOA (San Diego, Orange County, Inland Empire, Coachella Valley)

Popular Assoc Multi-state

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. 

In this position, you will:

• 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.

To be considered, you will need:

• 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.
• Preferred: Homeowner Association sales experience
• Effective sales ability and persuasiveness.

Available Locations

Base Salary & Benefits

Our base salary for this position located in California  generally ranges between  $140,000.00 and $195,000.00 annually, depending on business need and on your qualifications and experience. Base salary does not include incentive compensation, commission, or any other type of remuneration or benefits.

In addition to salary, Popular's well-rounded benefits package for regular full-time and part-time employees includes a comprehensive health plan, flexible time off options, and savings and investment plans. Seasonal/temporary employees are not eligible for these benefits.