Relationship Banking Officer — Mortgage & Cross-Sell
$27 - $30 per hourCathay Bank
Cathay General Bancorp is looking for a proactive individual to manage customer portfolios at their retail branch in Cupertino. This role involves opening accounts, cross-selling bank products, and ensuring exceptional customer service. The ideal candidate has a minimum of 5 years of retail banking experience, strong interpersonal skills, and the ability to meet sales goals. A competitive salary of $27.00 to $30.00 per hour based on experience is offered, along with a comprehensive benefits package. #J-18808-Ljbffr Cathay General Bancorp
$27 - $30 per hour
...opening accounts, deepening customer relationships by cross selling bank products/services and referring... ...goals are met. Originate and process Mortgage Loans. Maintain open communication... ...designation as a Relationship Banking Officer and strongly recommend licensing for...MortgageFull timeFlexible hoursWeekend work$69k - $127.8k
...Title Cultivates, builds, and manages relationships with a portfolio of small business... ...Identifies prospective customers and cross-sells additional products and services to meet... ...provides accurate information about business banking products and services. Understands...SuggestedPart timeLocal area$69k - $127.8k
Cultivates, builds, and manages relationships with a portfolio of small business clients to... ...Identifies prospective customers and cross-sells additional products and services to meet... ...provides accurate information about business banking products and services. Understands...SuggestedLocal area- ...Business Banking Relationship Manager III (San Jose) Make banking a Fifth Third better® We connect... ..., lead client relationships. Cross-sell all applicable 5/3 products and services... ...Partner with Portfolio Managers and Credit Officers (Business Loan Center and Central...SuggestedWork experience placementWork at office
$50.1k - $82.8k
...financial solutions and preferred banking channels while recommending... ..., and building new relationships within the community. Addresses... ...Canada only: Registration to sell investment products completed... ...Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E....MortgageContract workPart timeLocal areaImmediate startDay shift$82.1k - $172.5k
...Business Banking Relationship Manager III page is loaded## Business Banking Relationship Manager... ...profitable, lead client relationships.* Cross-sell all applicable 5/3 products and... ...Partner with Portfolio Managers and Credit Officers (Business Loan Center and Central Credit...Work experience placementWork at office$82.1k - $172.5k
...Make banking a Fifth Third better® We connect great people... ...Responsible for business development, relationship management and client... ...client relationships. Cross-sell all applicable 5/3 products... ...Portfolio Managers and Credit Officers (Business Loan Center and Central...Work experience placementWork at office$25.5 - $30.5 per hour
...Relationship Banker The Relationship Banker is a frontline financial... ..., investments, Premier, and mortgage Meet monthly metrics and... ...objectives (i.e. campaigns, cross-selling, and referrals), alongside... ...Working knowledge of Microsoft Office Suite Certification/...MortgageHourly payWork at office$61.28k - $85.52k
...position focuses on fostering customer relationships and assisting with sales and service activities... ...small business credit requests while cross-selling relevant products and services. The... ...'s degree and up to two years of banking or retail experience, along with effective...Full time$132.26k - $155.6k
...Business Banking Relationship Manager 4 page is loaded## Business Banking Relationship Manager 4locations... ...appropriate opportunities to sell the bank’s products - Ability to work effectively... ...meeting with clients, there's an in-office expectation of 3 or more days per week...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$132.26k - $155.6k
...Business Banking Relationship Manager Our Business Banking Relationship Managers play a pivotal... ...identifying appropriate opportunities to sell the bank's products Ability to work... ...and meeting with clients, there's an in-office expectation of 3 or more days per week...Temporary workWork experience placementWork at officeRemote workFlexible hours3 days per week- ...At Bank of America, we are guided by a common purpose... ...America is committed to an in-office culture that supports collaboration... ...and maintaining profitable relationships, collaborating with teammates... ...in order to identify cross-selling opportunities and increase overall...Work experience placementWork at officeLocal areaFlexible hoursShift workDay shift
- ...credit requests, building referral opportunities, delivering exceptional client services, and coaching staff on product offerings. A Bachelor's Degree and customer service skills are required, with a preference for prior banking experience. #J-18808-Ljbffr Citigroup Inc.
- ...years’ experience in banking, customer service or sales... ...(GED). Ability to cross-sell traditional and nontraditional... ...existing member relationships and developing new... ...Patriot Act, and the Office of Foreign Assets Control... ...some products (vehicle, mortgage and HELOC loans)....MortgageTemporary workWork at officeFlexible hours
$22 - $23.5 per hour
...Introduction Since 1973, East West Bank has served as a pathway to... ..., high‑touch, and high‑tech relationship banking experience across all... ...in Wealth Management, Mortgage and Commercial teams for their... ...cultivate new customer relationships Cross sell and refer bank products such...MortgageWeekend work- ...listing and buyer's agents, mortgage brokers, investors,... ...Target loan types include office, retail, industrial, and multifamily... ...to VP, Commercial Banking. Post about business activities... ...presence and cultivate new relationships. Cross-sell credit union products and services...MortgageWork at office
$250k
...Business Relationship Manager San Jose CA Area, Assistant Vice President Working... ...Area partners (e.g. Wealth Management, Mortgage) Partner with cross retail segment Area peers spanning... ...results, drive acquisition of new to bank clients and target industry/sectors...MortgageFull time$90k - $110k
...Bank Of America Small Business Financial Solutions Representative At Bank of America... ...Bank of America is committed to an in-office culture that supports collaboration, engagement... ...while actively managing and deepening relationships with high value and opportunity clients....Temporary workWork experience placementWork at officeFlexible hoursShift workDay shift$28.84 - $32.21 per hour
...join our team! At Cathay Bank - we strive to provide... ...incumbent supervises Relationship Bankers and all... ...transaction process to identify cross sell opportunities to meet... ...May register as MLO (Mortgage Loan Originator)-... ...evaluations of the branch’s non-officer staff and officers as...MortgageFull timeFlexible hours$90k - $110k
...annual revenues up to $5 million. Actively manage and deepen relationships with high‑value and opportunity clients. Responsibilities Manage... ...such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities. Leverage credit knowledge...Temporary workWork experience placementShift workDay shift$90k - $110k
...revenues up to $20 million while actively managing and deepening relationships with high‑value and opportunity clients. Key responsibilities... ...such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities. Leverages knowledge...Temporary workWork experience placementShift workDay shift- ...Business Banking Relationship Manager San Jose, California To proceed with your application, you must be at least 18 years of age.... ...communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance...Temporary workWork experience placementWork at officeShift workDay shift
- ...valued, and understood. We build lasting relationships by doing the right thing, exceeding... ...the utmost hospitality, using the latest banking solutions and cutting‑edge financial technology... ..., this position requires National Mortgage Licensing System and Registry (NMLS)...MortgageImmediate startAfternoon shift
- ...Senior Relationship Banker The Senior Relationship Banker assists members... ...branch setting, including banking transactions, product sales,... ...including but not limited to mortgage and auto lending. The... ...mathematical skills Basic Microsoft Office and keyboarding skills...MortgageFull timeWork at officeLocal areaRemote workFlexible hoursNight shiftWeekend work
$255k - $300k
...role responsible for managing the client relationship, delivering exceptional client service,... ...performance of C&W through effective cross‑selling and contract expansion. Ensure quantitative... ...documents. Strong proficiency with MS Office Suite (Word, Excel, PowerPoint)....Contract workLocal areaFlexible hours$255k - $300k
...with responsibility to manage the client relationship while providing exceptional client... ...financial performance of C&W through effective cross-selling and relationship / contract expansion... ...Strong proficiency with MS Office Suite (MS Word, Excel and PowerPoint)...Minimum wageContract workLocal areaFlexible hours- ...performed both from home and from office on select days, as determined... ...a strategic approach to selling and strive to meet/exceed revenue... ...-level detail Builds relationships with multiple stakeholders (vertically... ...with colleagues and cross-functional teams for optimal...Contract workWork at officeLocal areaFlexible hoursShift work
$43.68k - $69.9k
...requisition id: R69457**Make banking a Fifth Third better*... ...existing customer relationships through a variety of... ...Primarily focused on cross-selling to existing customer... ...Business Partners (Mortgage, Small Business,... ...CONDITIONS:* Normal office environment.* Extending...MortgageWork experience placementWork at office- ...valued, and understood. We build lasting relationships by doing the right thing, exceeding... ...the utmost hospitality, using the latest banking solutions and cutting-edge financial technology... ...Originator requirements. National Mortgage Licensing System and Registry (SAFE Act...MortgageImmediate startAfternoon shift
$100 per hour
...revenue streams. You'll also manage partner relationships within a defined territory and guide... ...business revenue, identifying up-sell and cross-sell opportunities, and adapting Odoo ERP... ...professionals ~$100 towards a work-from-home office setup ~ Evolve in a nice working...Remote workWork from homeHome officeWork visaFlexible hours
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