Senior Relationship Banker

East West Bank; Richardson (TX); On-site; USD 80,000 - 100,000; Full time

Job summary

Join a forward-thinking bank as a Senior Relationship Banker, where you will be integral in managing client relationships and driving sales. This role emphasizes utilizing cutting-edge technology to enhance customer experiences and achieve sales goals across various banking products. You'll engage with clients, mentor team members, and leverage your financial acumen to provide tailored solutions. With ongoing training and a supportive environment, this position offers a pathway to grow your career in a dynamic financial landscape. If you're passionate about customer service and technology, this opportunity is perfect for you.

Qualifications

• 2+ years of customer service and sales experience in banking.
• Strong familiarity with branch technology and digital resources.

Responsibilities

• Manage and retain long-lasting relationships with customers.
• Source and develop loans including HELOC and Residential Loans.

Skills

Customer Service

Sales Experience

Financial Acumen

Problem-Solving Skills

Communication Skills

Education

High School Diploma

Bachelor’s Degree

Tools

Mobile Banking Platforms

Online Banking Platforms

Job description

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
• 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

Compensation

The base pay range for this position is USD $21.00 / Hr. - USD $25.00 / Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

East West Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected status. Reasonable accommodations for disability are provided to applicants and employees in accordance with applicable law.

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