Senior Relationship Banker

East West Bank•Rowland Heights, CA

19d

About The Position

The Senior Relationship Banker is part of a team focused on delivering high-quality, high-touch, and high-tech relationship banking across customer touchpoints. The role manages, retains, and acquires customer relationships by assessing clients’ financial information and recommending, presenting, and selling products and services that meet their needs. The banker uses the bank’s technology to support clients’ changing needs and receives ongoing training to build business knowledge, digital skills, and customer relationships.

Requirements

High school diploma or GED required.
At least 2 years of customer service, teller, or sales experience, and MLO experience within the banking or financial services industry.
Series 6 and 63 investment licenses and a 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 and mobile and online banking platforms.
Strong problem-solving, decision-making, and customer-service skills.
Ability to adapt quickly to new processes and technologies.
Ability to follow standard operating policies and procedures.
Legal authorization to work in the United States; visa sponsorship is not offered.

Nice To Haves

Bachelor’s degree preferred.

Responsibilities

Achieve quarterly and annual team and branch sales goals across commercial and consumer products, including C&I, CRE, SBA, mortgage, treasury management, deposits, wealth management investment products, and international deposits and wires.
Source and develop loans, including HELOC, residential, and commercial loans.
Complete annual renewals and comply with MLO regulations; understand interest rates, financing, and calculations to serve prospective mortgage customers.
Maintain thorough knowledge of the bank’s loan products and required customer qualifications.
Assist customers with cash withdrawals, deposits, transfers, loan and credit card payments, wire transfers, and foreign currency exchange.
Apply critical thinking and problem-solving to meet clients’ needs, with clients’ best interests in mind.
Partner with team members and other lines of business to offer appropriate products to customers.
Communicate effectively and confidently with clients.
Mentor, coach, and guide employees to help achieve branch sales and service goals.
Use digital resources and technologies to optimize clients’ digital banking experience.
Influence, educate, and connect customers to technology.
Perform other duties as assigned.