Growth-Focused Financial Relationship Manager

CTBC Bank Corp USA; Phoenix (AZ); On-site; USD 70,000 - 85,000; Full time

Job summary

CTBC Bank Corp USA in Phoenix, AZ is seeking a Financial Relationship Officer to generate revenue by building a center of influence and expanding the branch's client base through referrals and community engagement.

You will assess customer needs, recommend appropriate consumer and commercial banking products, pursue cross-sell opportunities, open deposits, and ensure compliant, high‑quality service.

Qualifications

• Candidates should have strong sales and relationship-building abilities.
• Experience in retail or branch banking a plus.
• Fluent English; Mandarin Chinese is a major plus.

Responsibilities

• Meet with current and prospective customers to discuss financial needs and sell consumer/commercial banking products.
• Identify cross-sell opportunities and refer clients to licensed specialists as appropriate.
• Open deposit accounts and maintain accurate records; support sales campaigns and compliance.

Skills

Sales proficiency

Bilingual English/Chinese

Communication skills

Education

Bachelor's degree in business, banking, finance, economics or related field

Job description

CTBC Bank Corp USA in Phoenix, AZ is seeking a Financial Relationship Officer to generate revenue by building a center of influence and expanding the branch's client base through referrals and community engagement.

You will assess customer needs, recommend appropriate consumer and commercial banking products, pursue cross-sell opportunities, open deposits, and ensure compliant, high‑quality service.