Senior Relationship Banker

East West Bank; San Francisco (CA); On-site; USD 35,817 - 39,950; Full time

Job summary

East West Bank is seeking a Senior Relationship Banker in San Francisco, CA. In this role, you will manage customer relationships, achieve sales goals, and provide financial services across products. Candidates should have at least 2 years of banking sales experience, strong communication skills, and proficiency with branch technology. The base pay ranges from USD $26.00 to $29.00 per hour, dependent on experience and skills.

Qualifications

• 2+ years of experience in customer service and sales in the banking industry.
• Proficiency in sales and service, including prospecting and networking.
• Strong familiarity with digital banking technologies.

Responsibilities

• Manage and acquire customer relationships to meet banking goals.
• Source and develop loans, including HELOC and residential loans.
• Comply with all regulations and maintain knowledge of loan products.

Skills

Customer service

Sales experience

Strong communication skills

Problem-solving skills

Financial acumen

Education

High school diploma or GED required; Bachelor's degree preferred

Tools

Branch technology

Mobile and online banking platforms

Job description

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.

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.
• Be a highly motivated self‑starter with a strong work ethic and focus on results with clients’ best interest in mind.
• Apply strong critical thinking and problem‑solving skills to meet clients’ needs.
• Engage and partner with team members and other lines of business to offer the most appropriate products to customers.
• Communicate effectively and confidently while engaging with clients.
• Mentor, coach and provide guidance to employees to achieve sales and service goals for the branch.
• Be an expert in using digital resources and technologies to optimize clients’ digital banking experience.
• Have a 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 $26.00/Hr. – USD $29.00/Hr. Exact offers will be determined based on job‑related knowledge, skills, experience, and location.