Financial Relationship Manager
5 days ago
CTBC Bank is seeking a highly motivated and experienced Financial Relationship Specialist to join our team. As a key member of our sales team, you will be responsible for generating revenue by establishing a strong center of influence and participating in community events.
Key Responsibilities- Business Development (40%)
- Meet with current and potential customers to discuss their financial requirements and sell appropriate consumer and commercial financial services products.
- Develop and expand account relationships by identifying and understanding customer needs.
- Expanding Relations (40%)
- Identify cross-sell opportunities and refer customers to other sales representatives through proper customer profiling and needs-based selling.
- Servicing (20%)
- Maintain superior and courteous service to promote products and expand customer relationships.
- Bachelor's degree in business, banking, finance, economics, or related field.
- 3+ years of product sales, customer relationship management in the branch banking industry or related environment.
- Knowledge of retail banking consumer and commercial products, loan products, financial reports, branch banking operations and procedures, and banking laws and regulations.
- Strong sales and marketing as well as business development skills.
- Ability to analyze and plan financial solutions for customers.
- Ability to multi-task, handle large volumes, tight turnarounds, and multiple deadlines.
The ideal candidate will have a strong understanding of the banking industry and excellent communication and interpersonal skills. The ability to work in a fast-paced environment and meet deadlines is essential.
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Financial Risk Management Analyst
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