Financial Relationship Manager

5 days ago


Cupertino, California, United States CTBC Bank Full time
Job Summary

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.
Requirements
  • 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.
Working Conditions

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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