Relationship Banker: Drive Client Growth and Digital Banking

East West Bank; San Diego (CA); On-site; USD 30,000 - 32,000; Full time

Job summary

East West Bank is hiring a Relationship Banker in California to deliver high-touch, digital-friendly banking experiences. You will manage relationships, assess client financial needs, and offer tailored product solutions while guiding customers through online and mobile banking.

Requirements include 2+ years in customer service or sales in banking, strong knowledge of branch operations, and the ability to educate clients on digital tools.

Qualifications

• High school diploma or general education degree (GED) required; Bachelor’s degree preferred
• 2+ years of customer service, teller, sales experience, and MLO experience within the banking and/or financial service industry highly preferred
• Strong working knowledge of branch operations
• Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships, and delivering results
• Professional and thorough, with strong follow-up skills
• Able to adapt to new process and technologies quickly
• Strong familiarity and fluency with branch technology, mobile and online banking platforms
• Strong problem-solving, decision-making, and customer-service skills

Responsibilities

• 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
• Source and develop loans including but not limited to HELOC, Residential Loan and Commercial Loan
• MLO position only: Comply with annual renewals and all regulations for MLO; understand the interest rates, financing, and calculations to better service potential mortgage customers
• Maintain a thorough knowledge of the bank’s deposit, loan and ancillary products and an understanding of the qualifications required
• Assist customers with financial needs such as cash withdrawals, deposits, transfers, loan/credit card payments, wire transfers and foreign currency exchange.
• Highly motivated self-starter with a strong work ethic and focus on results with clients’ best interest in mind
• Applies strong critical thinking and problem-solving skills to meet clients’ needs
• Engage and partner with team members and other lines of business to offer most appropriate products to customers based on customers’ need
• Communicates effectively and confidently while engaging with clients
• Able to learn products, services, and technologies quickly and educate customers on conducting banking transactions online, via mobile app and self-service portals
• Expert in using digital resources and technologies to optimize clients’ digital banking experience
• Strong desire and ability to influence, educate, and connect customers to technology
• Perform other duties as assigned

Skills

Customer service

Sales experience

MLO experience

Branch operations knowledge

Communication skills

Digital banking knowledge

Education

High school diploma or GED

Bachelor's degree preferred

Tools

Mobile banking platforms

Online banking platforms

Job description

East West Bank is hiring a Relationship Banker in California to deliver high-touch, digital-friendly banking experiences. You will manage relationships, assess client financial needs, and offer tailored product solutions while guiding customers through online and mobile banking.

Requirements include 2+ years in customer service or sales in banking, strong knowledge of branch operations, and the ability to educate clients on digital tools.