Relationship Banker

East West Bank•Fremont, CA

21d

About The Position

As a Relationship Banker at East West Bank, you will deliver a high-quality, high-touch, and technology-enabled relationship banking experience. You will manage, retain, and acquire customer relationships by identifying customers’ long-term financial needs and offering tailored products and services. The role includes supporting branch sales goals, developing loan opportunities, assisting customers with banking transactions, and helping customers use digital banking tools. East West Bank provides ongoing training to expand business knowledge, digital skills, and relationship-building abilities.

Requirements

High school diploma or GED required.
At least 2 years of customer service, teller, or sales experience.
Professional, thorough approach and strong follow-up skills.
Ability to adapt quickly to new processes and technologies.
Strong familiarity and fluency with branch technology and mobile and online banking platforms.
Strong problem-solving, decision-making, and customer-service skills.
Legal authorization to work in the United States; visa sponsorship is not offered.

Nice To Haves

Bachelor’s degree preferred.
MLO experience in the banking or financial services industry highly preferred.
Strong working knowledge of branch operations.
Consultative relationship sales experience in a related industry, with proven success establishing new clients, deepening customer relationships, and delivering results.
Motivation, strong work ethic, and focus on achieving results in clients’ best interests.
Ability to influence, educate, and connect customers to technology.

Responsibilities

Achieve quarterly and annual team and branch sales goals for commercial and consumer products, including C&I, CRE, SBA, mortgage, treasury management, deposits, wealth management investment products, international deposits and wires, and other products.
Source and develop loans, including HELOC, residential, and commercial loans.
For MLO positions, complete annual renewals and comply with applicable regulations; understand interest rates, financing, and calculations to serve potential mortgage customers.
Maintain thorough knowledge of the bank’s deposit, loan, and ancillary products, including customer qualification requirements.
Assist customers with cash withdrawals, deposits, transfers, loan and credit card payments, wire transfers, and foreign currency exchange.
Use critical thinking and problem-solving to meet clients’ needs.
Partner with team members and other business lines to offer products suited to customers’ needs.
Communicate effectively and confidently with clients.
Learn products, services, and technologies quickly and educate customers about online, mobile, and self-service banking transactions.
Use digital resources and technologies to optimize clients’ digital banking experience and connect customers with technology.
Perform other duties as assigned.