Relationship Manager

CTBC Bank Corp USA•Rowland Heights, CA

76d•$90,000 - $150,000•Onsite

About The Position

The Relationship Manager is responsible for acquiring, growing, and retraining deposit relationships with clients in fiduciary-related industries, businesses and other professional services firms. The role focuses on understanding complex client cash-management and fiduciary requirements and delivering tailored deposit solutions while ensuring strong risk management and regulatory compliance. In addition, the Relationship Manager assists the Team Lead with unit-wide sales and services efforts to achieve bank sales goals while ensuring full compliance.

Requirements

3-7 years of experience in relationship management within banking, trust, treasury management, or fiduciary industry with a proven focus on deposit growth
Proficiency in Spanish or Mandarin/Cantonese is preferrable but not require.
Attention to detail, strong organizational, communication, interpersonal, self-motivated, and analytical skills, ability to interact with all levels of management and staff.

Nice To Haves

Prior experience working with fiduciary, legal, trust or professional services clients strongly preferred
Proficiency in Spanish or Mandarin/Cantonese is preferrable but not require.

Responsibilities

Develop, manage, and grow a portfolio of fiduciary and specialty deposit relationships.
Serve as the primary point of contact for clients, providing proactive relationship management, regular reviews and high-touch service.
Originate and expand deposit balances by identifying client needs, cross-selling appropriate deposit and cash-management products and executing targeted calling plans.
Oversee onboarding and documentation for new fiduciary, business deposit accounts, ensuring accuracy and adherence to internal policies and applicable regulations.
Conduct periodic relationship and account reviews, including pricing, fee structures, and service levels, to ensure profitability and client satisfaction.
Responds to client inquiries in professional and knowledgeable manner.
Perform other related duties/projects as assigned.
Support and participate in business development initiatives, industry events, and networking with attorneys, CPAs, Professional Fiduciary, and other centers of influence.
Maintain up-to-date knowledge of business, fiduciary and trust practices, as well as relevant laws and regulations affecting client segments.
Ability and willingness to travel regularly to client meetings, professional meetings and conferences.
Successfully complete all mandatory training on related Bank and BSA compliance as well as other laws and regulations as assigned in a timely manner.
Perform all assigned duties under Bank’s compliance programs and related laws & regulations.
Participate in community and CRA activities to promote the Company’s brand in our communities.