Premier Relationship Manager
$71k - $135kEast West Bank
Premier Relationship ManagerWe 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.ResponsibilitiesDevelop 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 clientsCollaborate 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 referralsDemonstrate 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 experienceConnect with product specialists to provide more advanced technical input to identify and fulfill multiple needs with clientsPromote our products and Services to potential clients, exploring their needs and making referrals to other business units where appropriateSupport branch improvement initiatives, providing client feedback of our service and ensuring compliance with audit requirements and quality assuranceMaintain the levels of operational integrity required by EWB and adhere to the Business Principles and Values of EWBMay perform other duties as assignedQualificationsBachelor's degree or equivalent experienceFINRA Series 6, 63, Life and Health Insurance licenses required; must obtain series 7 within 6 months of joining5+ 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 purposesRelationship management experience with high-net-worth clients or equivalentStrong sales, communication, cross-selling, sales planning, mathematical, decision-making, and analytical skillsStrong relationship management, client service, time management and prioritization skillsBroad knowledge of financial products and servicesUnderstanding of the business banking client segment and products/services appropriate to complement Premier offerings.A strong sense of ownership, responsibility, and accountabilityExcellent understanding of financial planning, wealth management, and client-needs assessmentApplicants 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.CompensationThe 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, CA4 hours ago$71k - $135k
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Monterey Park, CA1 day ago$175k - $200k
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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- 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...
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Chase
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Fairygodboss
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