Banking Relationship Specialist

Job Description: Banking Relationship Specialist

Taking on the role of the forthcoming Banking Relationship Specialist at East West Bank implies being a member of an elite group committed to offering a superior, personalized, and technologically sophisticated banking experience through every customer interaction.

East West Bank is dedicated to helping you grow in your career through continuous training that will increase your business knowledge, expand your digital skills, and cultivate long-term relationships with our customers.

Playing the part of a Banking Relationship Specialist involves being a vital component in:

• Supervising, preserving, and attaining enduring win-win associations with our customers.
• Recognizing and interpreting customers' prolonged financial needs and suggesting customized service and product options.
• Harnessing the bank's cutting-edge technological solutions to cater to the increasing requirements of our customers.

Responsibilities include:

• Accomplishing quarterly and yearly team and branch sales targets by focusing on different financial services such as customer intelligence, commercial real estate ventures, small business administration loans, mortgage facilities, treasury management, deposit services, wealth management investment options, international banking products, and other commercial and consumer financial offerings.
• Obtaining and developing loans like HELOC, Residential Lending, and Commercial Lending.
• Observing annual renewals and regulatory standards for MLO professionals is vital in comprehending interest rates, financing solutions, and calculation techniques to enhance services provided to potential mortgage applicants.
• Demonstrates a thorough understanding of the bank's deposit, loan, and ancillary products, along with the qualifications required.
• Supports customers in dealing with their financial needs by aiding in cash withdrawals, depositing money, transferring funds, repaying loans/credit card debts, sending wire transfers, and converting foreign currencies.
• Reflects a dedicated and results-oriented work ethic, consistently striving to meet clients' needs and exceed expectations.
• Demonstrates skilled critical thinking and practical problem-solving skills in fulfilling clients' needs.
• Engages with team members and across business units to identify and offer the most suitable products to customers based on their needs.
• Engages with clients in a confident and professional manner, ensuring clear communication.
• Proficient in rapidly acquiring information about products, services, and technologies and guiding customers on conducting banking transactions online, using mobile apps, and self-service portals.
• Well-versed in leveraging digital tools and advancements to optimize clients' interactions with online banking platforms.
• Possesses a deep-seated desire and skill in influencing, educating, and engaging customers with technology.
• Acts on assignments as given.

Qualifications include:

• The minimum educational requirement is a high school diploma or GED, with a preference for a Bachelor's degree.
• Candidates with a background in customer service, cash handling, sales, and Mortgage Loan Officer (MLO) experience in the banking or financial industry are preferred for this position.
• Comprehensive comprehension of branch operations.
• Track record of excellence in consultative sales within a relevant industry, showcasing adeptness in acquiring new clients, fostering customer connections, and delivering successful outcomes.
• Exhibit professionalism and meticulousness, with a knack for persistent follow-up actions.
• Efficient in quickly adjusting to new technologies and operational methods.
• Capable of using branch technology, mobile banking functions, and online banking tools effectively.
• Proven track record in solving problems, making informed decisions, and prioritizing customer service.

It is a prerequisite for applicants to have legal work authorization in the United States, and we are not currently supporting visa sponsorships.

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