Portfolio Manager - Structured Finance

East West Bank; New York (NY); On-site; USD 90,000 - 175,000; Full time

Job summary

East West Bank is seeking a Branch Manager to lead daily branch operations, drive business development, and ensure exceptional customer service. The role involves coordinating sales initiatives, managing staff performance, and maintaining compliance with policies and procedures.

The BM will collaborate with product managers to refer banking products to business partners and to achieve annual branch goals. Candidates should have experience in lending or product knowledge, strong analytical skills

Qualifications

• High school diploma or GED preferred.
• 5 years of functional/professional experience.
• 3 years of supervisory or managerial experience.
• 3-5 years related experience, including strong commercial lending or product knowledge.
• Ability to read, analyze and interpret balance sheets.
• Ability to present information clearly to groups.

Responsibilities

• Plan, coordinate and monitor activities of a full-service branch.
• Communicate with existing and potential customers to introduce products and services.
• Solicit new business from customers, communities, and civic organizations.
• Develop branch business plan to maximize profitability for banking products.
• Ensure custody and control of assets, records, loan collateral, and securities.

Skills

Business development

Customer service

Leadership

Balance sheet analysis

Education

High school diploma or GED

Job description

Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement.

Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.

East West Bank is currently seeking a Branch Manager. This position is responsible for business development and bank product sales. The BM manages the branch using effective strategies to make sure that annual branch goals are met. He/she also provides exceptional customer service to all clients, works with other product managers to refer bank products to business partners, and maintains adherence to all policies and procedures to ensure compliance.

As an East West Bank employee, you will be part of a growing and stable organization that provides career path development opportunities while serving a growing and profitable market.

• Plan, coordinate and monitor the overall activities and operations of a full-service branch office, including tracking and monitoring sales and customer service performance against established plans and objectives
• Communicate with existing and potential customers in the branch and through outside solicitation efforts to introduce products and services to new consumers and commercial businesses
• Solicit customers, businesses, communities, and civic organizations to generate new business; conduct sales, service, and product training for staff
• Develop branch business plan to ensure maximum profitability for targeted banking products
• Ensure that procedures for custody and control of assets, records, loan collateral, and securities are performed
• Prepare financial and regulatory reports required by law, regulations, and senior management
• Represent the bank at community functions and community organizations to market and promote bank products and services
• Oversee performance management of branch staff; manages one or more subordinate supervisors who supervise other employees throughout the branch
• Carry out supervisory responsibilities in accordance with the organization’s policies, procedures, and applicable laws
• Other responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems
• May perform other duties as assigned
• High school diploma or general education degree (GED) preferred
• 5 years of functional/professional experience
• 3 years of supervisory or managerial experience
• 3-5 years related experience and/or training including strong commercial lending or product knowledge
• Ability to read, analyze and interpret balance sheets
• Ability to effectively present information and respond to questions from groups of managers, staff, customers, and the general public

East West Bank is an equal opportunity employer.

Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.

Compensation

The base pay range for this position is USD $90,000.00/Yr. - USD 175,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.