Premier Relationship Manager
$71k - $135kEast West Bank
Premier Relationship Manager
We are currently seeking for 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 client's 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 the compliance and regulations are met.
Responsibilities
Develop and execute strategies to proactively drive client acquisition, outreach and retention for purposes of generating revenue and deepening 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 of 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.
Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.
Professional working proficiency in Mandarin and or Cantonese is a plus.
Compensation
The base pay range for this position is USD $71,000.00/Yr. - USD $135,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
$71k - $135k
...110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams... ...a high professional to join our team as a Premier Relationship Manger. As a Premier Relationship Manager, you will be a trusted adviser to our new and...SuggestedFull time$71k - $135k
...East West Bank is seeking a Premier Relationship Manager in San Marino, California. This role involves providing comprehensive financial advice to new and existing clients, developing strategies for client acquisition and retention, and ensuring compliance. Key qualifications...SuggestedEast West Bank
San Marino, CA3 days ago$71k - $135k
...East West Bank is seeking a Premier Relationship Manager in Monterey Park, California. This role requires a trusted adviser to clients and involves developing strategies to enhance client acquisition and retention. Proven experience in financial services and excellent...SuggestedEast West Bank
Monterey Park, CA4 days ago$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 areaEast West Bank
Rowland Heights, CA5 days ago$130k - $170k
GENERAL SUMMARYRelationship Manager (“RM”) is able to handle both (i) client-facing business development responsibilities as well as (ii) portfolio management responsibilities. This type of RM is typically found in lending teams with a smaller number of people where someone...Suggested$100k - $135k
...The VP, Commercial Banking Client Service Manager will focus on Treasury Management... ...They will be responsible for delivering a premier white glove client experience throughout... ...incumbent has one or more direct reports - Relationship Commercial Banking Client Service Officer...Full timeWork at officeRemote workFlexible hours- ...cathaybank.com General Summary The VP, Commercial Banking Client Service Manager will focus on Treasury Management Onboarding & Support Management. They will be responsible for delivering a premier white glove client experience throughout the onboarding, implementation,...
$90k - $150k
...Relationship ManagerThe Relationship Manager is responsible for acquiring, growing, and retraining deposit relationships with clients in fiduciary-related industries, businesses and other professional services firms. The role focuses on understanding complex client cash...Work at officeCTBC Bank
Rowland Heights, CA4 days ago$140k - $200k
.... 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... ...customer and branch service experience.Reporting to the Managing Director, Head of Banking Operations, this leader will be responsible...Full timeBank staff$200k
...Compensation: $200,000+ (Base + Incentive) The Senior Vice President, Relationship Manager serves as a senior-level rainmaker and trusted advisor,... ...that inspires trust and long-term partnership. This is a premier opportunity for a seasoned commercial banker to step into a...$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... ...to reach further.OverviewBeing the next generation Business Relationship Manager at East West Bank means you are part of a world-class team that...Full timeLocal area$65k
...government regulations e. making regular sales calls to develop relationships and follow up on leads f. acting to close deals and... ...plans b. producing regular reports and final plans for General Manager’s approval c. maintaining an up-to-date awareness of...Full timeBay Insulation Supply
La Puente, CAa month ago- GENERAL SUMMARYThe AVP/VP, Client Service Manager is responsible for establishing and managing relationships with commercial clients, providing exceptional internal and external client service, and is critical to enhancing the overall client experience at Cathay Bank for...
- ...PUBLIC RELATIONS MANAGER Job Summary: The public relations manager will be heavily involved in both internal communications and media relations and will be instrumental in the resort's community outreach activities. Responsibilities: Demonstrating an understanding of public...Local areaFlexible hours
Sandals
West Covina, CA1 day ago $120k - $180k
Job Type Full-time About The Role The Commercial Relationship Manager I-III (CRM) is responsible for soliciting, negotiating, underwriting, and coordinating the closing of equipment, commercial real estate, and business loans in compliance with the Bank’s lending policies...Full timeFor contractorsWork at officeLocal areaHome officeLong distanceNight shift$16.93 - $21.63 per hour
...services by recognizing and analyzing client needs. Contribute to team effort by accomplishing related results (personal metrics). Manage high volume of incoming client requests via telephone, email, and web chat. Other job duties as assigned. Special Working...Hourly payMinimum wage$16.93 - $21.63 per hour
...services by recognizing and analyzing client needs. Contribute to team effort by accomplishing related results (personal metrics). Manage high volume of incoming client requests via telephone, email, and web chat. Other job duties as assigned. Special Working...Hourly payMinimum wageFull timeTemporary workPart timeFlexible hours- Cathay Bank is seeking a seasoned Relationship Manager in California to handle both client-facing business development and portfolio management within a lending team. This role targets new loan clients and ongoing portfolio care, with emphasis on credit quality and regulatory...
- East West Bank is seeking a Premier Relationship Manager in Diamond Bar, California. You will offer expert financial advice, drive client acquisition, and develop marketing strategies to support new business growth. Ideal candidates will have a Bachelor's degree, financial...
- ...would be the career for you! Our Client Service Coordinator will manage and develop all client services for Senior Helpers of Monterey... ...LLC dba Senior Helpers®. Senior Helpers® has been the nation's premier franchisor of in-home senior care franchisees since 2005, with...Full timeTemporary workPart timeLocal area
- ...same values. Job Description The National Accounts Manager is responsible for the procurement of recyclable paper as well... ...activity. Establishing and maintaining national supplier and vendor relationships and expertly communicating market conditions are among the...Full timeWork at office
Fsi Transloading Inc
Walnut, CAmore than 2 months ago - Industrial Client Development ManagerWith your passion for sales, you'll be out there connecting with businesses, showcasing our staffing power, and closing deals that drive our growth! You'll be key to expanding our market share by understanding client needs and delivering...
Randstad
City of Industry, CA2 days ago - ...Partner Success Manager The Partner Success Manager (PSM) is responsible for actively managing an assigned portfolio of Food Service... ...communications, the PSM will build and nurture long-term relationships with each partner and become a trusted source of support. Identify...Contract workWeekend workEarly shift
Everytable
City of Industry, CA2 days ago $16.93 - $21.63 per hour
...: Problems are very likely to occur at some point during your relationship with your clients. Positively resolving a client's problem when... ...you would like to share these concerns with your Practice Manager and have her/him call you to discuss them further. Ask the client...Hourly payMinimum wageFull timeTemporary workPart timeImmediate startFlexible hours- ...vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.SUMMARYThe Relationship Manager is responsible for developing and managing a portfolio of Commercial and/or Commercial Real Estate clients that lead to...
$85k - $95k
...marketplace. Since 1986, PRI has been the premier source of business intelligence, cutting... ...innovative Account and Client Services Manager specializing in the management of... ...clients with a natural talent to build strong relationships. The ideal candidate will be an expert problem...For contractorsWork at officeWorldwideSpecialty Equipment Market Association
Diamond Bar, CAa month ago$50k - $75k
...direct hire opportunity in La Puente, CA. This role is ideal for a relationship-driven sales professional who enjoys building B2B accounts,... ...business development goals. Key Responsibilities Develop and manage relationships with new and existing B2B channel partners in...Temporary workFor contractors- ...Landa is seeking an experienced Account Success Manager to drive press performance and work with customers to optimize production workflows... ...and presentation skills Capability to build a long-term relationship with the customer This job requires United States work...Remote workRelocation
Landa Corporation
City of Industry, CA4 days ago $80k - $100k
...Canada. We are focused on building long-term channel partner relationships through strong technical support, real product expertise, fast... ...and relationship-driven Sales Account Executive to grow and manage B2B accounts within the physical security industry. This role...For contractorsAmeta USA
City of Industry, CAa month ago$115k - $150k
...perspectives is fundamental to our success.Hybrid Work ScheduleAs Senior Manager, PR, Events & Collaborations, you will play a pivotal role in... ..., lifestyle, business, retail, and culture. Cultivate strong relationships with editors, journalists, stylists, producers, industry...Seasonal work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Premier Relationship Manager. Be the first to apply!
