Relationship Banking Advisor & Solutions Specialist

Bank-of-Hop; New York (NY); On-site; USD 36,000 - 41,000; Full time

Benefits offered by this job

Bonus

Benefits

Job summary

Bank of Hope in New York seeks a results-driven banking professional to grow deposits and loans by delivering tailored financial solutions. You will use excellent communication and active listening to uncover customer needs and build trust.

Responsibilities include identifying lending opportunities (Mortgage, Small Business, Commercial loans), cross-selling Treasury Management and related services, and conducting outbound outreach to local businesses.

Qualifications

• 2+ years in banking or sales experience.
• Excellent communication and negotiation abilities.
• Ability to analyze financial information and make sound recommendations.

Responsibilities

• Use excellent communication and active listening to learn about customer financial needs.
• Identify lending opportunities (Mortgage, Small Business, Commercial loans) with new and existing clients.
• Cross-sell bank products and services to drive fee income.
• Build and maintain relationships with clients through personalized financial advice and portfolio reviews.
• Develop and execute sales plans to meet deposit, loan and fee income targets.
• Conduct outbound sales activities to raise branch visibility and generate business.

Skills

Communication

Sales

Financial services knowledge

Relationship building

Negotiation skills

Education

2+ years in banking or sales

Job description

Bank of Hope in New York seeks a results-driven banking professional to grow deposits and loans by delivering tailored financial solutions. You will use excellent communication and active listening to uncover customer needs and build trust.

Responsibilities include identifying lending opportunities (Mortgage, Small Business, Commercial loans), cross-selling Treasury Management and related services, and conducting outbound outreach to local businesses.