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Relationship Manager

3 months ago

Pasadena, United States Unavailable Full time
Introduction Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement.  Headquartered in California, East West Bank (Nasdaq: EWBC) is a top performing commercial bank with an exclusive focus on the U.S. and Greater China markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further.  Overview

Responsible for developing and implementing a strategic plan for lending and treasury services products for non-profit organizations including private schools and charter schools. This includes documenting process to support the entire life cycle - from client acquisition to servicing. A successful Relationship Manager will build productive relationships across the Bank with risk management, marketing, legal, underwriting, credit, operations, and senior management.

Responsibilities
  • Source business opportunities to meet sales and retention objectives across private-schools, charter schools and related non-profit organizations across several states
  • Utilize existing Bank products such as tax-exempt lending to leverage new market opportunities
  • Build awareness and connectivity with other areas within the Bank such as credit, legal and operations to create an efficient process
  • Draft internal policy and process guidelines to define new products as needed
  • Provide background and training to support development and implementation of new products
  • Hire, manage and support staff as needed
  • Develop, execute, evaluate and update a comprehensive marketing and sales plan that supports business development objectives and builds brand value for the Bank
  • Provide periodic reporting that ties marketing activity to sales results
  • Help keep transactions on track from inception through documentation and closing
  • Support underwriting work, including credit and financial analysis
  • Assist with loan servicing including tickler system management, collections, financial reporting collection and covenant compliance testing
  • Use sound judgment and experience to troubleshoot servicing challenges
  • Maintain up-to-date knowledge of banking services and implementation processes
  • Work with deposit and treasury management operations teams to ensure positive client experience
Qualifications
  • 15+ years of senior level knowledge and experience in commercial bank operations, deposit products, complex treasury products / current technology trends, sales.
  • Demonstrated knowledge of the non-profit and charter school national market, including success in several states
  • Demonstrated knowledge of the state charter school finance structure
  • Must have long standing market relationships that allow for efficient access to deal flow.
  • Demonstrated track record in developing banking products and services
  • Experience in working in a complex banking and/or finance environment
  • Four-year college degree strongly preferred
Compensation The base pay range for this position is USD $175,000.00/Yr. - USD $275,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.