Senior Relationship Banker

Talentify; Houston (TX); On-site; USD 32,000 - 34,000; Full time

Job summary

East West Bank is seeking a Senior Relationship Banker in Houston to manage and grow client relationships, assess financial needs, and promote a broad range of banking products. You will leverage technology and provide exemplary service across channels.

You will build advisory relationships, meet quarterly targets, and guide customers through complex financial solutions with a client-first approach.

Qualifications

• High school diploma or GED required; Bachelor’s degree preferred.
• 2+ years of customer service, teller, sales experience and MLO experience in banking/financial services.
• Series 6 and 63 investment licenses.
• Strong financial acumen and communication skills.
• Proficiency in sales and service including prospecting and networking.
• Familiarity with branch technology and mobile/online banking.

Responsibilities

• Achieve quarterly and annual team/branch sales goals across C&I, CRE, SBA, mortgage, and deposits.
• Source and develop loans including HELOC, Residential, and Commercial loans.
• Comply with annual renewals and all MLO regulations; understand rates and financing.
• Maintain knowledge of loan products and qualifications.
• Assist customers with cash withdrawals, deposits, transfers, loan/credit card payments, wires, and foreign exchange.
• Mentor and coach employees to achieve sales and service goals for the branch.
• Engage with team and other lines of business to offer appropriate products.
• Use digital resources to optimize clients’ digital banking experience.

Skills

Customer service

Sales experience

Communication

Financial acumen

Adaptability

Tech literacy

Education

High school diploma or GED

Bachelor’s degree preferred

Series 6 and 63 licenses

Tools

Branch technology

Mobile and online banking platforms

Job description

Introduction

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.

Overview

Being the next generation Senior Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints.

As a Sr. Relationship Banker, you will play a key role in

• managing, retaining, and acquiring long-lasting win-win relationships with our customers
• actively assessing clients' financial information to recommend, present, and sell additional products and services to meet their needs
• leveraging the bank’s latest technology products to meet our customers’ expanding needs

We will help you grow your career at East West Bank by providing you with ongoing training to expand your business knowledge, grow your digital acumen, and build long-lasting relationships with our customers.

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
• 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 loan 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
• Communicates effectively and confidently while engaging with clients
• Mentor, coach and provide guidance to employees to achieve sales and service goals for the branch
• 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
• May perform other duties as assigned

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
• Series 6 and 63 investment and life insurance license
• Strong financial acumen and communication skills
• Proficiency in sales and service including prospecting and networking
• Strong familiarity and fluency with branch technology, mobile and online banking platforms
• Strong problem-solving, decision-making, and customer-service skills
• Able to adapt to new process and technologies quickly
• Ability to follow standard operating policies and procedures

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 $23.00/Hr. - USD $25.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.