Financial Relationship Officer - Walnut, United States - CTBC Bank Corp. (USA)

CTBC Bank Corp. (USA) Walnut, United States

11 minutes ago

Description

POSITION SUMMARY:

Primary function is to generate revenue for the branch by actively establishing a center of influence as a referral base as well actively participating in community events. Grow and expand existing customer base by partner referrals in addition to growing new customer acquisition by conducting effective needs assessment and recommending based upon customer needs.

ESSENTIAL FUNCTIONS:

Business Development (40%)

Meet with current and potential customers with greater profit and growth potential, to discuss their financial requirements; sell appropriate consumer and commercial financial services products to meet their needs while developing and expanding account relationships.
Identify current and potential customers with additional profit potential and develop action plans to acquire and expand those relationships.

Expanding Relations (40%)

Conduct needs assessment with current and potential customers and recommends insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations. Refer customers to licensed WM Financial Consultants as appropriate.
Identify cross-sell opportunities, including opportunities to refer customers to other sales representatives (CRE, C&I, PCM, MLO, WM FC) through proper customer profiling and needs-based selling.

Servicing (20%)

Maintain superior and courteous service to promote products and expand customer relationships & Exceed customer expectations in terms of accuracy, efficiency, courtesy and professionalism.

OTHER RESPONSIBILITIES:

Actively participate in community organizations to promote the bank's image and develop sales leads and opportunities.
Open deposit accounts on bank's system ensuring all documentation requirements, policies and procedures are adhered to.
Actively participate in all bank's sales campaigns and promotions and exceed targets set.
Ensure compliance with Bank's policy and procedures and government regulations.
Update and maintain the individual sales tracking records (i.e. customer portfolio reports, sales reports, and customer contact log) for sales tracking and performance review purpose
Perform related duties, as required, for the training and development purposes.
Perform all assigned duties under Bank's compliance programs and related laws & regulations.
Successfully complete all mandatory training on related Bank's and BSA compliance as well as other laws and regulations as assigned and in a timely manner.
Perform all other duties as assigned.

EDUCATION, EXPERIENCE AND SKILLS REQUIRED:

Bachelor's degree in business, banking, finance, economics or related field is preferred.
5+ years of product sales, customer relationship management, in the branch banking industry or related environment
Life and Health Insurance licenses preferred. Licenses are required to discuss and sell investment or insurance products with potential or existing customers.
Currently holding substantial customer portfolio/customer base is a big plus.
Knowledge of retail banking consumer and commercial products, loan products, financial reports, branch banking operations and procedures, and banking laws and regulations
Strong sales and marketing as well as business development skills
Ability to multi-task, handle large volumes, tight turnarounds, and multiple deadlines.
Ability to analyze and plan financial solutions for customer portfolios.
Fluent in English and Chinese (mandarin preferred) is a major plus.

PHYSICAL DEMANDS:

Minimum mobility to work in an office setting; sit for prolonged period of times; operate office equipment including use of a computer keyboard; and reach with hands and arms. Employees are occasionally required to walk and stand and lift and move records and documents weighing 30 pounds or less.

COMMUNICATION DEMANDS:

Attention to detail, strong organizational, communication, interpersonal, self-motivated, and analytical skills, ability to interact with all levels of management and staff.

WORK ENVIRONMENT:

· Standard office environment. Noise level in work environment is usually average. Hear in the normal audio range with or without correction. Specific vision abilities required by this job include close vision and the ability to adjust focus. Occasional off site client meetings and site visits.

COMPENSATION:

The base pay range for this position is USD $55,000 - $80,000 plus full benefits. Exact offer will be determined based on job-related knowledge, skills, experience, and location.

CTBC Bank is an Equal Opportunity, Affirmative Action Employer. Minorities, women, and individuals with disabilities are encouraged to apply. We provide equal opportunity in all employment matters without regard to race, color, religion, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, disability, medical condition, age, genetic information, veteran status or any other characteristic protected by federal, state, or local law, for all qualified applicants and CTBC Bank employees.

Financial Relationship Officer

12 minutes ago

CTBC Bank Corp. (USA) Temple City, United States

POSITION SUMMARY: · Primary function is to generate revenue for the branch by actively establishing a center of influence as a referral base as well actively participating in community events. Grow and expand existing customer base by partner referrals in addition to growing new ...
Business Relationship Officer

5 days ago

East West Bank Alhambra, United States Full time

Overview · Being the next generation Business Relationship Officer 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 Relationship O ...
Business Relationship Officer

2 weeks ago

East West Bank Arcadia, United States

Being the next generation Business Relationship Officer 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. A Relationship, Officer, Busine ...
Financial Relationship Officer

2 weeks ago

CTBC Bank Temple City, United States

POSITION SUMMARY · Primary function is to generate revenue for the branch by actively establishing a center of influence as a referral base as well actively participating in community events. Grow and expand existing customer base by partner referrals in addition to growing new ...
Business Relationship Officer

1 week ago

East West Bank San Gabriel, United States

Introduction: · Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and commun ...
Business Relationship Officer

2 weeks ago

East West Bank Alhambra, United States

Introduction · Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and communit ...
Business Relationship Officer

3 weeks ago

East West Bank Arcadia, United States

Introduction: · Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and commun ...
Customer Relationship Officer- Pacific Palisades

1 week ago

Banc of California Los Angeles, United States

**Customer Relationship Officer- Pacific Palisades**Banc of California, Inc. (NYSE: BANC) is a bank holding company with approximately $8 billion in assets and one wholly-owned banking subsidiary, Banc of California, N.A. (the Bank). With our 600+ dedicated professionals, we prov ...
Business Development Associate

3 weeks ago

High Standard Technology Inc Walnut, United States

High Standard Technology is one of the leading brands of vape technology hardware. The HQ is located in Walnut, California. We are looking for a responsible business development associate to expand our business in a timely and professional manner. You will recommend product or se ...
Vietnamese Speaking Caregiver

2 weeks ago

Nightingale Senior Care Diamond Bar, United States Part time

Nightingale Senior Care is seeking for a Vietnamese speaking caregiver for a couple in Dimond Bar for part-time day shifts. · Part-Time/Day Shifts · Requirements · HCA registration (Home Care Aid) · Live Scan (Criminal Background Check) · TB Test (Tuberculosis Test) or Chest X- ...
Wealth Relationship Manager – Diamond Bar, CA

2 weeks ago

00002 Citibank, N.A. Diamond Bar, United States Full time

The Wealth Relationship Mgmt. (Branch) Sr. Analyst 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 work-flow for the area or function. Integrates subject matt ...
Managing Director

5 days ago

020 Travelers Indemnity Co Diamond Bar, United States Full time

Who Are We? · Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a cultu ...
Human Resources Consultant

1 week ago

50191 Hub International Insurance Services Inc. Diamond Bar, United States Full time

IGNITE YOUR PASSION * IMPACT WHAT MATTERS · WHO WE ARE. · Breaking Boundaries for 25 years - and counting. · The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. With more than 530 HUB offices across North A ...
Engineering Technician

2 weeks ago

Niagara Bottling Diamond Bar, United States Full time

At Niagara, we're looking for Team Members who want to be part of achieving our mission to provide our customers the highest quality most affordable bottled water. · Consider applying here, if you want to: · Work in an entrepreneurial and dynamic environment with a chance to mak ...
Mental Health Clinician

1 week ago

California Department of Education Walnut, United States

Mental Health Clinician (Restricted Funds) · Position Number: CM · Department: Health Services · Job Category: · Time (Percent Time): · Term (months/year): · Current Work Schedule (days, hours): Monday-Friday 8:00AM-5:00PM · Salary Range: A-124 · Salary: A-124Steps 1 - 6: $8,144 ...
Mental Health Clinician

6 days ago

California Department of Education Walnut, United States

Mental Health Clinician (Restricted Funds) · Position Number: CM · Department: Health Services · Job Category: · Time (Percent Time): · Term (months/year): · Current Work Schedule (days, hours): Monday - Friday: 8:00am - 5:00pm · Salary Range: A-124 · Salary: A-124Steps 1 - 6: $ ...
Inside Sales Representative

4 weeks ago

ASI Computer Technologies Walnut, United States

Job Description · Job DescriptionASI Corp is hiring for an Inside Sales Representative for our Walnut, California office. An Inside Sales Representative will work with customers to find what they want, create solutions and ensure a smooth sales process. Inside Sales Representativ ...
Licensed Mental Health Clinician

6 days ago

California Department of Education Walnut, United States

Licensed Mental Health Clinician (Therapist - Long-term Assignment) · Position Number: T · Department: Health Services · Job Category: · Time (Percent Time): · Term (months/year): · Current Work Schedule (days, hours): · Salary Range: · Salary: · Shift Differential: · Open Date: ...
Distribution CSR

1 week ago

NFI Industries Walnut, United States

Overview: · The Distribution Customer Service Representative carries out all customer service activities such as responding to inquiries, processing orders and receipts and handling complaints in a prompt, courteous and effective manner. Other responsibilities include answering/ ...
Mental Health Clinician

1 week ago

Mt. San Antonio College Walnut, United States

Position Information · Posting Title Mental Health Clinician (Restricted Funds) Posting Number CM Division Student Services Department Health Services Position Classification Classified Unit A FTE 1.00 Term 12 Months/Year Current Work Schedule Monday-Friday 8:00AM-5:00PM Salary R ...