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Financial Relationship Manager
CTBC Bank
Temple City, USA
Full-time
Senior · 7+ years experience
Onsite
USD 75000-95000 yearly / year
Discovered 1 weeks ago
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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 base by partner referrals in addition to growing new customer acquisition by conducting effective need assessment and recommending based upon customer needs. Relationship Managers will be a pivotal role in the branch’s growth and must exceed client’s expectations by being dedicated and innovative in providing solutions to ever growing complex needs of clients.
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POSITION SUMMARY
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 base by partner referrals in addition to growing new customer acquisition by conducting effective need assessment and recommending based upon customer needs. Relationship Managers will be a pivotal role in the branch’s growth and must exceed client’s expectations by being dedicated and innovative in providing solutions to ever growing complex needs of clients.
Business Development #1 (40%)
Identify and meet with current and potential customers with exceptional profit and growth potential, to discuss customer’s complex financial requirements. Sell appropriate consumer and commercial financial service products to meet their developing and expanding the relationship.
Expanding Relations #2 (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
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