Premier Relationship Manager
$80.5k - $135kEast West Bank
Overview We are currently seeking a high professional to join our team as a Premier Relationship Manager. As a Premier Relationship Manager, you will be a trusted adviser to our new and existing Premier clients. Working collaboratively with our internal teams, you will support clients’ entire life journey by providing professional and comprehensive financial advice to suit the client’s needs. You will also provide support on contacting clients proactively, handling client’s banking queries timely and ensuring all compliance and regulations are met. Responsibilities Develop and execute strategies to proactively drive client acquisition, outreach and retention to generate revenue and deepen share of wallet with new and existing clients Collaborate with Regional Manager and/or Branch Manager to develop and implement client‑centric strategic marketing plans and generate new business through prospecting, outside calling, networking, and referrals Demonstrate genuine curiosity about clients, helping them reach their financial ambitions. Leverage client insights and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering exceptional client experience Connect with product specialists to provide more advanced technical input to identify and fulfill multiple needs with clients Promote our products and services to potential clients, exploring their needs and making referrals to other business units where appropriate Support branch improvement initiatives, providing client feedback on our service and ensuring compliance with audit requirements and quality assurance Maintain the levels of operational integrity required by EWB and adhere to the Business Principles and Values of EWB May perform other duties as assigned Qualifications Bachelor's degree or equivalent experience FINRA Series 6, 63, Life and Health Insurance licenses required; must obtain Series 7 within 6 months of joining 5+ years of proven and progressive financial services and/or retail sales experience, or equivalent, including evidence of strong sales results and knowledge of banking products for referral purposes Relationship management experience with high‑net‑worth clients or equivalent Strong sales, communication, cross‑selling, sales planning, mathematical, decision‑making, and analytical skills Strong relationship management, client service, time management and prioritization skills Broad knowledge of financial products and services Understanding of the business banking client segment and products/services appropriate to complement Premier offerings A strong sense of ownership, responsibility, and accountability Excellent understanding of financial planning, wealth management, and client‑needs assessment Professional working proficiency in Mandarin and/or Cantonese is a plus 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 $80,500.00/Yr. – USD $135,000.00/Yr. Exact offers will be determined based on job‑related knowledge, skills, experience, and location. #J-18808-Ljbffr East West Bank
$80.5k - $135k
...locations across the U.S. and Asia, we are the premier financial bridge between the East and... ...clients Collaborate with Regional Manager and/or Branch Manager to develop and implement... ...banking products for referral purposes Relationship management experience with high-net-...Suggested$71k - $140k
...With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of... ...further. Overview Being the next generation Business Relationship Manager at East West Bank means you are part of a world-class team that...SuggestedLocal area$8k
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...With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of... ...Overview East West Bank is looking for a Commercial Banking Relationship Manager. This role is to champion commercial banking business activities...Suggested$100k - $200k
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$159.2k - $238.8k
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..., selling retail products and scheduling future appointments. Manage the finances by maintaining accurate balances and utilizing proper... ...Qualifications / Competencies Leadership Customer Focus Peer Relationships Integrity & Trust Action Oriented Listening Functional...Hourly payMinimum wageFull timeLocal areaShift workAfternoon shift$151k - $189k
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...to the organization. Participate in the training of key management with data processing techniques. Set policies, procedures... ...years in business-facing IT roles, such as: ~ IT Business Relationship Management ~ IT Product Management ~ Technology Portfolio...Worldwide$181k - $226k
...Brex is seeking a Relationship Manager for its Startups team in San Francisco. This pivotal role involves managing a portfolio of approximately 200 companies, providing guidance and resources to clients. Ideal candidates will have 4+ years of experience in relationship...Remote workWork from homeFlexible hours- ...firm in its search for a Public Relations Manager to support its California offices. Based... ...litigation practices and established relationships with legal, business, or trade media will... ...This is an excellent opportunity to join a premier law firm in a role that offers...Work at office
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$70k - $100k
...We are looking for a passionate and customer-centric Customer Success Manager to join our team. As a Customer Success Manager, you will be responsible for building and maintaining strong relationships with our customers, ensuring their satisfaction, and driving customer...$80k - $110k
...you'll be a key driver of our growth—owning the prospecting, relationship-building, and execution needed to deliver $1–5 million in new... ...customers across the region. What You'll Do Build and manage a strong book of business by researching prospects, conducting...Long term contractMonday to FridayShift work2 days per week- ...KRON4, the San Francisco Bay Area's premier Local News Station and CW network affiliate... ...Expertly negotiate advertising rates and manage accounts receivable as necessary. Requirements... ...development and prospecting Strong relationship-building skills with a positive, winning...Full timeWork at officeLocal area
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...doing... With your sales experience, ability to efficiently manage your time, excellent customer relations skills, and excitement... .... Proactively establishing, building and maintaining relationships with key decision makers. Effectively presenting and creating...Full timeTemporary workPart timeWork experience placementRemote workShift work- ...A premier fitness brand in San Francisco seeks a Client Specialist to deliver exceptional customer service and maintain a welcoming studio environment. You will assist clients with their needs, ensure studio cleanliness, and provide a memorable client experience. Ideal...Flexible hours
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...Overview As a Majors Customer Success Manager, you'll play a critical role in guiding... ...elite law firms, Fortune 500 companies and premier asset managers. This position is pivotal... ...roadmap. What You'll Do Client Relationship Management: Serve as the primary contact...- ...Relationship Management & Retention Serve as the primary relationship manager for a portfolio of clients in the San Francisco region, ensuring high levels of engagement, satisfaction, and retention. Partner with investment teams to deliver tailored solutions and address...
$100k
...income. To ensure your success, you will have a dedicated sales manager & support team, continued results-driven training, WHAT THE... ...preferred Excellent verbal, written, interpersonal, relationship building and presentation skills Strong work ethic with a drive...Local area- ...earliest stages of new prospect introduction and, as each customer relationship matures, share and then take on primary responsibility for the... ...in pre-sales conversations to assess technical fit and manage expectations • Guide seamless onboarding, ensuring delivery matches...Work at office
$21.75 - $25.1 per hour
Position Summary Deliver a customer centric shopping experience by managing and delivering effective front‑end operations and expectations. Lead the omnichannel processes. Maintain store recovery standards to deliver our Brand Promises. Deliver friendly customer service...Night shiftEarly shift
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