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Qualifications and Education RequirementsHigh School diploma or GED EquivalentMinimum one year relationship-based client consultation and/or consultative sales experienceMinimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lendingCurrently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
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Qualifications and Education RequirementsHigh School diploma or GED EquivalentMinimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
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Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus) Minimum one year relationship-based client consultation and/or consultative sales experience.
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Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements. Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
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Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing.
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Old National Bank is seeking a Market Relationship Banker for our Community Banking Center. Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
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Treasury Services provides payment processing, liquidity, cash management and bank relationship management services for our institutional, retail, and corporate clients as well as firmwide flows.
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The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small-, middle-market, and venture-backed businesses.
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Thorough understanding of the design process, project management principles, client relationship management, and pre-sales activities; Majority work experience in relevant Research Informatics data/workflow systems such as Compound or reagent inventory, Biological sample bank, High Efficiency screening / assay data analysis system, In-vivo study management, Bio-analytical LIMS, Digital pathology solutions, etc.
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As a Client and Transaction Manager Project Finance Vice President in Liquidity and Account Solutions, you contribute to the team by leveraging your expertise in product development and relationship management to make a significant impact within our Project Finance portfolio, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings.
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Advance personal knowledge of sales techniques and utilize the CRM (Customer Relationship Management) system and other resources to foster relationship building conversations with customers and ensure a consistent approach to new customer onboarding and expanding existing relationships.
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Corporate Treasury Operations provides payment processing, liquidity, cash management, and bank relationship management services for our institutional, retail, and corporate clients as well as firmwide flows.
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Being the next generation Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints.
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Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships, and delivering results. Achieve quarterly and annual team/branch sales goals: C&I, CRE, SBA, mortgage, treasury management, deposits, wealth management investment products, international deposits/wires, and other commercial and consumer products.
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PACT Capital is an industry leading direct, non-bank agriculture and commercial real estate relationship lender with offices in Beverly Hills and Fresno, CA. We are true capital partners, lenders and advisors, assisting farmers, investors and business owners achieve their most ambitious goals.
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