Commercial Relationship Officer - Healthcare

Date: Aug 14, 2022

Location: New York, NY, US, 10004

At Popular, we offer a wide variety of services and financial solutions to serve our communities in the Island and abroad. As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; this is why we value their diverse skills, experiences and backgrounds.


Are you ready for a rewarding career?

Over 7,900 men and women in Puerto Rico, Virgin Islands and the United States work at Popular.

Come and join our community!


We are currently seeking a seasoned HEALTHCARE COMMERCIAL RELATIONSHIP OFFICER to join our National Healthcare Commercial Banking team.  In this position you will be responsible for the development and maintenance of credit and non-credit relationships with commercial customers, corporate accounts and potential customers while rendering quality service in accordance with bank goals to attain growth, profitability and customer satisfaction.

In this position, you will:

  • Manage customer relationships within an assigned portfolio as well as developing the portfolio through increasing span of current relationships and searching new business through referrals and COI’s.
  • Visit with clients and prospective clients regularly, interview and analyze the financial structure of customers and prospects and recommend products or applicable services.
  • Prepare loan reports for revision and approval of immediate supervisors and all written reports on calls made to existing and prospective accounts.
  • Analyze financial statements,  collateral, documents and process commercial loan application and make recommendations regarding credit request.
  • Develop and expand  assigned commercial relationships to drive profitability.
  • Review and analyze commercial loan reports, direct liability, non-performing andnew loan requests.
  • Build effective relationships and trust with clients and potential clients by listening to and uncovering their needs and educating them about the bank products and services that are most appropriate for their situation.
  • Build effective relationships within the Bank to work collaboratively with various divisions to achieve various goals.
  • Adhere to general bank regulatory procedures including BSA/AML as it pertains to “know your customer.
  • Pro-actively seek information from clients and prospective clients to understand possible changing situations, needs and desired benefits and evaluate product or service alternatives.
  • Establish and maintain thorough prospect file, review and access on a scheduled basis to present new products, services, rate promotions, campaigns, etc.
  • Apply newly gained knowledge, skill or technique to current work and share successes with other team members.
  • Keep updated on changes to banking environment, bank competition and customer's business environment. 

To be considered, you will need:

  • COI's within the healthcare segments
  • Ability to research and analyze financial statements
  • Complete knowledge of all commercial bank laws, bank products, services, policies and procedures as well as cost accounting, financial and statistical analysis, principles of commercial and consumer credit
  • Ability to use various interpersonal styles and communication methods, depending on customer and situation, to gain their acceptance of a product or service
  • Ability to work on multiple projects simultaneously, managing time and resources to ensure work is completed efficiently and within established timeframes
  • Computer literate; fluency in Microsoft Office programs, Excel analysis required
  • Effective sales ability and persuasiveness
  • Effective oral and written communication skills
  • Willingness to travel
  • Strong interpersonal skills
  • Ability to establish and maintain effective work relationships and contacts with professional and business organizations and develop teamwork with co-workers on other related units
  • Strong problem-solving, negotiation & follow-up skills
  • Bachelor’s Degree in Business or related field combined with a minimum of 3 years of experience in commercial credit

Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.


Popular requires all employees to be fully vaccinated against COVID-19 by the first day of work. We will require you to provide a copy of your COVID-19 Vaccination Record Card. (1)

(1)  In general, people are considered fully vaccinated: ±

       2 weeks after their second dose in a 2-dose series, such as the Pfizer or Moderna vaccines, or

       2 weeks after a single-dose vaccine, such as Johnson & Johnson's Janssen vaccine


Popular may provide vaccination exemptions for medical or pregnancy reasons, or due to a sincerely held religious belief or practice, unless doing so would impose an undue hardship to Popular or pose a direct threat to the health and safety of others. If you wish to request a vaccination exemption or have a disability and need assistance with the application process, please contact us at This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.


As a leading financial institution in the communities we serve, we reaffirm our commitment to always offer essential financial services and solutions for our customers, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.




Popular is an Equal Opportunity Employer

Learn more about us at and keep updated with our latest job postings at

Connect with us!

LinkedIn |   Facebook   |   Twitter   |   Instagram  |   Blog

Nearest Major Market: Manhattan
Nearest Secondary Market: New York City

Job Segment: Statistics, Law, Sales Consultant, Data, Legal, Sales