Senior Relationship Banker: Digital Banking & Growth

East West Bank

California

On-site

USD 33,000 - 37,000

Full time

8 days ago

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Job summary

East West Bank seeks a Sr. Relationship Banker to manage and grow a portfolio of commercial and consumer clients. You will assess financial needs, present solutions, and cross-sell products while leveraging digital tools to enhance the client experience.

You will excel at building long-term relationships, meeting sales goals, and guiding clients through complex banking services, including loans and treasury management, in a high-touch environment.

Qualifications

  • High school diploma or GED; Bachelor’s degree preferred in the stated role.
  • Experience: 2+ years in customer service, teller, sales and MLO in banking/finance.
  • Series 6 and 63 investment and life insurance licenses.
  • Strong financial acumen and communication skills.

Responsibilities

  • Achieve quarterly and annual team/branch sales goals across multiple product areas.
  • Source and develop loans including HELOC, residential and commercial loans.
  • Comply with annual renewals and all MLO regulations and understand rates and financing.
  • Maintain knowledge of bank loan products and qualifications.
  • Assist customers with cash withdrawals, deposits, transfers, loans, and wires.
  • Mentor and coach employees to reach sales and service goals.
  • Use digital resources to optimize clients’ digital banking experience.
  • Influence and connect customers to technology and educate them.

Skills

Customer service
Sales experience
Communication skills
Problem solving

Education

GED or higher
Series 6 & 63 licenses
Bachelor’s degree preferred

Tools

Mobile banking
Online banking

Job description

East West Bank seeks a Sr. Relationship Banker to manage and grow a portfolio of commercial and consumer clients. You will assess financial needs, present solutions, and cross-sell products while leveraging digital tools to enhance the client experience.

You will excel at building long-term relationships, meeting sales goals, and guiding clients through complex banking services, including loans and treasury management, in a high-touch environment.

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