Senior Relationship Banker
1 day ago
As a Senior Relationship Banker at East West Bank, you will play a key role in delivering a high-quality, high-touch, and high-tech relationship banking experience across all customer touchpoints. You will be responsible for managing, retaining, and acquiring long-lasting win-win relationships with our customers.
Key Responsibilities- Achieve quarterly and annual team/branch sales goals for commercial and consumer products, including C&I, CRE, SBA, mortgage, treasury management, deposits, wealth management investment products, international deposits/wires, and other commercial and consumer products.
- Source and develop loans, including but not limited to HELOC, Residential Loan, and Commercial Loan.
- Comply with annual renewals and all regulations for MLO, understand interest rates, financing, and calculations to better service potential mortgage customers.
- Maintain a thorough knowledge of the bank's loan products and an understanding of the qualifications required.
- Assist customers with financial needs, such as cash withdrawals, deposits, transfers, loan/credit card payments, wire transfers, and foreign currency exchange.
- Highly motivated self-starter with a strong work ethic and focus on results with clients' best interest in mind.
- Apply strong critical thinking and problem-solving skills to meet clients' needs.
- Engage and partner with team members and other lines of business to offer the most appropriate products to customers.
- Communicate effectively and confidently while engaging with clients.
- Mentor, coach, and provide guidance to employees to achieve sales and service goals for the branch.
- Expert in using digital resources and technologies to optimize clients' digital banking experience.
- Strong desire and ability to influence, educate, and connect customers to technology.
- Perform other duties as assigned.
- High school diploma or general education degree (GED) required; Bachelor's degree preferred.
- 2+ years of customer service, teller, sales experience, and MLO experience within the banking and/or financial service industry.
- Series 6 and 63 investment and life insurance license.
- Strong financial acumen and communication skills.
- Proficiency in sales and service, including prospecting and networking.
- Strong familiarity and fluency with branch technology, mobile, and online banking platforms.
- Strong problem-solving, decision-making, and customer-service skills.
- Able to adapt to new processes and technologies quickly.
- Ability to follow standard operating policies and procedures.
The base pay range for this position is USD $23.00/Hr. - USD $28.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
-
Senior Relationship Banker
3 days ago
San Diego, California, United States Pacific Premier Bank Full timeJob Title: Senior Relationship BankerAt Pacific Premier Bank, we are seeking a highly skilled and experienced Senior Relationship Banker to join our team. As a Senior Relationship Banker, you will be responsible for developing and maintaining strong relationships with our commercial banking clients in the San Diego market.Key Responsibilities:Develop and...
-
Senior Relationship Banker
3 weeks ago
San Diego, California, United States Pacific Premier Bank Full timeJob Title: Senior Relationship BankerPacific Premier Bank is seeking a highly skilled Senior Relationship Banker to join our team in the San Diego market. As a Senior Relationship Banker, you will be responsible for developing and maintaining strong relationships with commercial clients, providing expert advice and guidance on banking products and services,...
-
Senior Relationship Banker
4 weeks ago
San Francisco, California, United States Unavailable Full timeAbout the RoleWe are seeking a highly motivated and experienced Senior Relationship Banker to join our team at East West Bank. As a key member of our commercial banking team, you will be responsible for delivering a high-quality, high-touch, and high-tech relationship banking experience to our customers.Key ResponsibilitiesManage and retain long-lasting...
-
Senior Relationship Banker
3 weeks ago
San Francisco, California, United States East West Bank Full timeAbout the RoleWe are seeking a highly motivated and experienced Senior Relationship Banker to join our team at East West Bank. As a key member of our commercial banking team, you will be responsible for delivering a high-quality, high-touch, and high-tech relationship banking experience to our customers.Key ResponsibilitiesManage, retain, and acquire...
-
Senior Relationship Banker
1 week ago
San Diego, California, United States CalPrivate Bank Full timeJob Title: Senior Relationship BankerAt CalPrivate Bank, we are seeking a highly skilled Senior Relationship Banker to join our team. As a key member of our client-facing team, you will be responsible for developing and managing a portfolio of clients, identifying their banking needs, and designing tailored product and service portfolios to meet their...
-
Senior Relationship Banker
1 month ago
San Francisco, California, United States East West Bank Full timeAbout the RoleWe are seeking a highly motivated and experienced Senior Relationship Banker to join our team at East West Bank. As a key member of our commercial banking team, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and providing exceptional customer service.Key...
-
Senior Relationship Banker
2 days ago
San Diego, California, United States Pacific Premier Bank Full timeJob Title: Senior Relationship BankerThe Senior Relationship Banker is a key member of our commercial banking team, responsible for building and maintaining strong relationships with our middle market clients in the San Diego market. This role requires a deep understanding of our clients' financial needs and a consultative approach to providing expert advice...
-
San Francisco, California, United States Coldwell Banker Full timeAbout Coldwell BankerColdwell Banker is a renowned real estate company with a rich history dating back to 1906. With a presence in 49 countries and territories, we are committed to delivering exceptional service to our clients.What We OfferAs a Coldwell Banker agent, you will have access to a comprehensive training program, cutting-edge technology tools, and...
-
Relationship Banker
4 weeks ago
San Francisco, California, United States Bank of America Full timeJob Description:At Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Relationship Banker, you will play a critical role in building strong relationships with our clients, understanding their financial needs, and providing tailored solutions to meet those needs.Key...
-
Relationship Banker
1 month ago
San Francisco, California, United States Bank of America Full timeJob Title: Relationship BankerAt Bank of America, we are committed to helping our clients achieve their financial goals. As a Relationship Banker, you will play a critical role in building strong relationships with our clients and providing them with personalized banking solutions.Key Responsibilities:Engage with clients in the lobby to educate and assist...
-
Relationship Banker
1 month ago
San Francisco, California, United States Bank of America Full timeJob Title: Relationship BankerAt Bank of America, we are committed to helping our clients achieve their financial goals. As a Relationship Banker, you will play a critical role in building strong relationships with our clients and providing them with personalized banking solutions.Key Responsibilities:Engage with clients in the lobby to educate and assist...
-
Relationship Banker
1 month ago
San Francisco, California, United States Bank of America Full timeJob Description:At Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Relationship Banker, you will play a critical role in building strong relationships with our clients and providing them with tailored solutions to meet their financial needs.Key...
-
Relationship Banker
4 weeks ago
San Francisco, California, United States Bank of America Full timeJob Description:At Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert advice. As a Relationship Banker, you will play a critical role in building strong relationships with our clients and providing them with tailored solutions to meet their financial needs.Key Responsibilities:Engage...
-
Relationship Banker
4 weeks ago
San Francisco, California, United States JPMorganChase Full timeJob SummaryWe are seeking a highly motivated and customer-focused Relationship Banker to join our team at JPMorgan Chase. As a Relationship Banker, you will play a key role in delivering an outstanding experience to our customers, building lasting relationships, and providing thoughtful solutions to address their financial needs.Key ResponsibilitiesManage...
-
Relationship Banker
2 weeks ago
San Francisco, California, United States JPMorganChase Full timeJob OverviewWe are seeking a highly motivated and customer-focused Relationship Banker to join our team at JPMorganChase. As a Relationship Banker, you will play a key role in delivering exceptional customer experiences and building long-term relationships with our clients.Key ResponsibilitiesDeliver personalized service to customers, understanding their...
-
Relationship Banker
4 weeks ago
San Francisco, California, United States JPMorganChase Full timeJob SummaryWe are seeking a highly motivated and customer-focused Relationship Banker to join our team at JPMorganChase. As a Relationship Banker, you will play a key role in delivering exceptional customer experiences and building long-term relationships with our clients.Key ResponsibilitiesDeliver personalized service to customers, understanding their...
-
Senior Investment Banker
1 day ago
San Francisco, California, United States Citigroup Inc Full timeJob SummaryThe Senior Investment Banker SAFE Act Expert is a seasoned professional role that requires in-depth knowledge of investments, banking, and credit products. The ideal candidate will have 5-8 years of experience and a strong understanding of the banking industry. The role involves assisting the Banker in creating sales and marketing strategies,...
-
Relationship Banker
4 weeks ago
San Francisco, California, United States Wells Fargo Bank Full timeAbout This RoleWells Fargo is seeking a skilled Relationship Banker to join our National Branch Network as part of the Consumer, Small & Business Banking division. As a Relationship Banker, you will play a critical role in building and maintaining relationships with customers, understanding their needs, and providing tailored solutions to meet their...
-
Relationship Banker
3 weeks ago
San Francisco, California, United States East West Bank Full timeAbout the RoleWe are seeking a highly motivated and results-driven Relationship Banker to join our team at East West Bank. As a Relationship Banker, you will play a key role in delivering a high-quality, high-touch, and high-tech relationship banking experience to our customers.Key ResponsibilitiesManage, retain, and acquire long-lasting win-win...
-
Senior Business Banker
4 weeks ago
San Francisco, California, United States Citigroup Inc Full timeJob SummaryThe Senior Business Banker is a key role within Citigroup Inc, responsible for managing and retaining business relationships with clients exceeding $1MM in value. This position requires a strong understanding of commercial credit and a proven track record of driving business growth.Key ResponsibilitiesDevelop and maintain strong relationships with...
