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.
$87.61k - $124.85k
...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 managing a portfolio of Commercial clients and developing good Commercial business relationships that...Suggested$71k - $135k
...confidence to reach further.OverviewWe are currently seeking for 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 existing Premier clients. Woking collaboratively with our...SuggestedFull time$175k - $200k
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$65k - $200k
...integrity. East West Bank gives people the confidence to reach further.OverviewEast West Bank is looking for a Commercial Banking Relationship Manager. This role is to champion commercial banking business activities in the commercial banking segment with an aim to deepen and...SuggestedFull time$122.54k - $208.72k
RELATIONSHIP MANAGER SENIOR CBWHAT IS THE OPPORTUNITY?Develops and manages relationships with commercial clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves...SuggestedRemote work- ...Job Description Job Description Description: Job Summary The Relationship Manager plans and implements financial institution sales and marketing programs targeted toward the business community and examine, evaluate, and authorize or recommend approval of customer...
GBC INTERNATIONAL BANK
Monterey Park, CA17 days ago $71k - $140k
...absolute integrity. East West Bank gives people the confidence to reach further.OverviewBeing the next generation Business Relationship Manager at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech...Full timeLocal area$71k - $85k
...spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.OverviewThe Client Services Manager will drive the expansion for the SoCal Commercial Banking portfolio, with a strategic focus on accelerating deposit growth. The...Full timeWork at office$200k
Locations: Newport, CA | San Gabriel, CA | Ontario, CA Compensation: $200,000+ (Base + Incentive) The Senior Vice President, Relationship Manager serves as a senior-level rainmaker and trusted advisor, responsible for originating, managing, and expanding a sophisticated...- If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our...
$130k - $150k
...considered a leadership position which requires responsibility for management of internal support team for P&C at IMA West. This position... ...-solving skills.Ability to build and grow professional relationships with clientsJob Specifications BA or BS preferred and/or 10 years...Temporary workLocal areaFlexible hours$8k
...act as a resource for all things government sales, providing long-range strategic planning for growth of major accounts, managing C-level relationships, and providing industry-specific knowledge. You’ll also provide competitive intelligence, position Verizon...Full timeContract workTemporary workPart timeWork experience placementLocal areaShift work$10 per hour
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you’ll be managing...Work at office- 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...
- ...CLA (CliftonLarsonAllen) is seeking a Client Relationship Leader for our CAAS practice in Southern California. This role focuses on expanding client relationships and requires a minimum of 10 years of relevant experience, ideally including public accounting. The ideal...Flexible hours
CLA (CliftonLarsonAllen)
Pasadena, CA1 day ago $130k - $160k
...estate, infrastructure, venture capital, and diversified asset managers to address complex business and operational challenges... ...recommended actions. Client Stakeholder Management: Develop strong relationships with client project managers, sponsors, and workstream leads...Work at officeRemote workFlexible hoursGrabJobs
El Monte, CA2 days ago- ...Demonstrated comfort with renewal cycle and processes. Possesses time management and problem solving skills. Personal responsibility and... ...book of business. Ability to build and grow professional relationships with clients. Qualified applicants with arrest or conviction...Full timeTemporary workInternshipLocal areaFlexible hours
IMA Financial Group
Pasadena, CA1 day ago - ...ensure quality of care, our Client Service Coordinator position would be the career for you! Our Client Service Coordinator will manage and develop all client services for Senior Helpers of Monterey Park within the franchise territory including converting leads,...Full timeTemporary workPart timeLocal area
Senior Helpers
Monterey Park, CA4 days ago - ...Job Description Job Description Description: Job Summary The Specialty Deposits Relationship Manager is responsible for generating new core deposit relationships and treasury management revenue within specialized industry segments including HOA, property management...
GBC INTERNATIONAL BANK
Monterey Park, CA17 days ago $130k - $285k
...OverviewThis position is responsible for the acquisition of new deposits and treasury management business with existing East West Bank (EWB) commercial and business client relationships (credit-only or non-operating relationships) or new-to-Bank clients, as well as...Full time$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...East West Bank
Monterey Park, CA2 days ago$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...East West Bank
San Marino, CA1 day ago$84k - $94k
...actually grow profit, at a speed and scale that is not humanly possible. Why Triple Whale Needs You This is not a passive relationship management role. It's a hands-on, technically demanding position where you'll be the first person a brand trusts with their data stack...Work at officeRemote workGrabJobs
El Monte, CA5 days ago- California Chicken Café in Pasadena, CA is hiring a hospitality team member. You will take guest orders, handle payments with the POS, greet guests at Drive-Up, and help deliver food to vehicles. Candidates should be at least 18, pass the California Food Handler course...Flexible hours
California Chicken Cafe
Pasadena, CA5 days ago - Out West Restaurant Group seeks enthusiastic Outbackers in Arcadia, California, to deliver memorable dining experiences. As an Outbacker, you will provide warm and attentive service, ensuring customer satisfaction. The role involves menu knowledge and teamwork, with opportunities...
Out West Restaurant Group
Arcadia, CA3 days ago $75k - $95k
...Relationship Manager Primary function is to generate revenue for the branch by actively establishing a center of influence as a referral base as well as actively participating in community events. Relationship Managers are expected to grow and expand existing customer...Work at office- ...Wealth Relationship Manager SAFE Act - Fountain Valley The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow...Work at office
- ...Director plan and implement new methods of service delivery consistent with the Agency’s mission statement. Provides direct case management services to clients. Provides information, referrals and advocacy for clients whose needs are not met here. Administers and...Permanent employmentContract workTemporary workWork at officeFlexible hours
CATHOLIC CHARITIES OF LOS ANGELES INC
El Monte, CA11 days ago $122.54k - $208.72k
City National Bank in Pasadena is seeking a Relationship Manager Senior CB to develop and manage commercial client relationships. You will present a variety of product solutions to clients. The ideal candidate will have a Bachelor's Degree, at least 5 years of lending...$69k - $110k
Overview Being the next generation Business Relationship Manager at East West Bank means you are part of a world‑class team that focuses on delivering a high quality, high‑touch, and high‑tech relationship banking experience across all customer touchpoints. As a Business...Local area
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