Premier Banking Advisor & Relationship Specialist

Bank-of-Hop; Houston (TX); Sur place; USD 36 000 - 39 000; Plein temps

Avantages offerts par ce poste

Bonus

Benefits

Résumé du poste

Bank of Hope in Houston, TX is seeking a results-driven Banking Sales Associate to strengthen client relationships, identify lending opportunities, and drive deposits and fee income. You will advise clients, cross-sell Treasury Management Solutions, and work with partners to grow branch business.

The role emphasizes excellent communication, a strong sales mindset, and compliance with banking policies while delivering outstanding customer service in a fast-paced environment.

Qualifications

• Proven track record of meeting or exceeding sales targets in deposits, loans, and fee income.
• Excellent communication, interpersonal, and negotiation skills with strong customer service orientation.
• Ability to analyze financial information and make sound recommendations.

Responsabilités

• Learn customer needs and establish trust to optimize sales opportunities.
• Offer financial solutions and tailored product recommendations based on customers’ needs.
• Identify lending opportunities including Mortgage, Small Business, and Commercial loans.
• Drive fee-based revenue through cross-selling and Treasury Management Solutions.
• Build relationships with clients through portfolio reviews and proactive banking solutions.
• Develop and execute sales plans to meet deposit, loan, and fee income targets.
• Conduct outbound sales activities to generate branch business.
• Collaborate with bank partners to support complex financial needs and retention.
• Ensure compliance with banking policies and training requirements.

Connaissances

Relationship management

Sales excellence

Communication skills

Financial analysis

Cross-selling

Regulatory compliance

Customer service

Negotiation

Teamwork

Prospecting

Outils

CRM software

Description du poste

Bank of Hope in Houston, TX is seeking a results-driven Banking Sales Associate to strengthen client relationships, identify lending opportunities, and drive deposits and fee income. You will advise clients, cross-sell Treasury Management Solutions, and work with partners to grow branch business.

The role emphasizes excellent communication, a strong sales mindset, and compliance with banking policies while delivering outstanding customer service in a fast-paced environment.