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Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
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The Portfolio Banker (PB) will be the primary relationship manager for a portfolio of accounts and will work both independently, and as part of a team, to deliver our comprehensive solutions to clients.
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Relationship Banker I. Bilingual English/Chinese (Mandarin or Cantonese) preferred. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at (626) 582-7370 or.
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Relationship Banker IIExperienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
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Proactively communicates and escalates issues with manager, relationship management and National Client Support Services Team Leaders as appropriate to obtain necessary information to properly resolve the request.
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Follow regulations and bank security procedures to protect customers as well as minimize risk to the bank.
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The Universal Banker position, levels I, II and III (Universal Banker, Senior Universal Banker and Universal Relationship Banker) are responsible for providing front line customer service and sales including accurately opening and closing accounts, performing account maintenance, profiling customers for new sales and cross sell opportunities, and for performing basic Teller functions as needed.
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They will serve as a hybrid Relationship Banker to ensure exceptional customer experience as well as focusing on sales and service. Customer Relationship Officer Floater- Long Beach.
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We are looking for a seasoned Branch Relationship Banker (Personal Banker) to provide top notch customer service to our clients and customers at our Heights-Taylor / Houston financial center.
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Regional Senior Credit Officer, Senior Relationship Banker, Relationship Bankers, Bank Managers. Maintains excellent working relationship with peers and support areas to ensure exceptional customer experiences.
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Masters the Primary Purpose and Essential duties of the Relationship Banker II position. The Relationship Banker will be responsible for all customer service duties, sales, and relationship management while reaching or exceeding established goals.
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Qualifications: Bachelor's Degree and 8 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth ManagementLicense or Certification Type: Possess valid Series 7, 63 & 65 or 66 licenses RequiredSkill(s): Credit underwriting skills.
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As a Relationship Banker, you will help clients achieve financial well-being through deep customer relationships and a thoughtful understanding of their needs, to offer the best and most appropriate personal and business financial products and services.
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Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales Process (profile/pre-call planning, outreach, appointment preparation, interaction/appointment, follow-up) and Risk Management (audit requirements, fraud prevention, Know Your Customer (KYC) and customer information profile (CIP.
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Fluently explain processes, services, and products (e.g. interest expense, amortization schedules, how to optimize/educate all types of consumer debt scenarios, Mortgage/HELOC, Business Banking products, TM and Merchant Services products.
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