Relationship Banker: Tailored Financial Solutions

East West Bank; Sugar Land (TX); Sur place; USD 28 000 - 30 000; Plein temps

Résumé du poste

East West Bank is seeking a Relationship Banker in Sugar Land, TX. You will manage relationships, identify clients’ long-term financial needs, and offer tailored product solutions across banking channels.

Responsibilities include meeting quarterly goals, developing loans, and educating clients on digital banking platforms. A strong customer-service background and MLO experience are valued, with opportunities for growth within a multi-cultural team.

Qualifications

• High school diploma or 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

Responsabilités

• 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

Connaissances

Customer service

Sales experience

MLO experience

Formation

High school diploma or GED

Bachelor's degree preferred

Description du poste

East West Bank is seeking a Relationship Banker in Sugar Land, TX. You will manage relationships, identify clients’ long-term financial needs, and offer tailored product solutions across banking channels.

Responsibilities include meeting quarterly goals, developing loans, and educating clients on digital banking platforms. A strong customer-service background and MLO experience are valued, with opportunities for growth within a multi-cultural team.