Relationship Manager - Sales jobs in Fullerton, CA
Relationship Manager - Sales manages personal banking staff and daily operations to ensure customer satisfaction and develop client relationships. Focuses teams on identifying customer needs and maintaining up-to-date knowledge of all bank products and services to explain, promote, and cross-sell products and services. Being a Relationship Manager - Sales ensures efficient processing of basic branch service transactions and accurate referrals to enable customers to access the right resource to facilitate other banking requests easily. Develops processes that enable staff to provide rapid research and solutions to account issues, answers to customer inquiries, and effective education and training on banking self-service technology. Additionally, Relationship Manager - Sales requires a bachelor's degree. Typically reports to a director. The Relationship Manager - Sales supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be a Relationship Manager - Sales typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes. (Copyright 2024 Salary.com)
Recently Added Relationship Manager - Sales jobs
Relationship Manager
- East West Bank
-
Industry, CA
FULL_TIME
-
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 community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement.Overview:
Headquartered in California, East West Bank (Nasdaq: EWBC) is a top performing commercial bank with an exclusive focus on the U.S. and Greater China markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further.East 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 broaden relationships. Qualified individual must work well within a team environment, be a self-starter and collaborates closely with internal partners to deliver customer solutions.Responsibilities:- Actively prospects new customers and penetrates the existing client relationships.
- Assumes the overall responsibility to conduct due diligence, assess the risks and structure the credit facilities.
- Performs the client portfolio risk management and monitoring to ensure each client relationship is in compliance with established EWB credit policy, procedure and business strategy as well as commercial and regulatory guidelines.
- Prepares credit proposals, conducts regular credit reviews and monitors credit quality.
- Cross-sells treasure services, trade finance, foreign exchange, interest rate derivatives, wealth management and other services to the existing clients and prospects.
- Works closely with internal stakeholders in particular the partners in EWB Greater China teams to explore and develop business opportunities.
- Structures cross-border solutions including but not limited to global credits, treasury management, trade and FX solutions.
- Facilitates cross-border transactions by giving support and advice to internal partners regarding the relevant regulatory updates of China and solutions.
- Provides cross-border market intelligence and insight to assist with the internal solution/product development.
- Stays actively in the community events and trade organizations to promote EWB brand
- Performs other duties and special projects as needed
- University degree preferred
- Minimum of 10 years relationship management and sales experience in the commercial banking field
- Well versed in market dynamics in mainland China and the US. Having experience in dealing with mainland corporate customers
- High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
- Excellent good communication and interpersonal skills
- Highly self-motivated and able to work under pressure and independently
- 18 Days Ago
Relationship Manager
- East West Bank
-
City of Industry, CA
FULL_TIME
- 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 o...
- 18 Days Ago
Relationship Manager
- OneTen
-
San Dimas, CA
FULL_TIME
- ADP is hiring a Principle Relationship Manager. Are you ready to manage some of the most strategic and innovative data consuming organizations through analytics and collaboration? Do you have a knack ...
- 19 Days Ago
Portfolio Relationship Manager
- GBC International Bank
-
City of Industry, CA
FULL_TIME
- Job SummaryThe Portfolio Manager owns primary responsibility for the underwriting quality, portfolio administration, the credit quality of the assigned portfolio, and working directly with Account off...
- 19 Days Ago
Carrier Relationship Manager
- Zenlayer, Inc
-
Diamond, CA
FULL_TIME
- We are looking for a driven, knowledgeable, and growth-oriented telecom professional to join our team as Carrier Relationship Manager! This individual will be utilizing their industry knowledge and ex...
- Just Posted
Principal Executive Relationship Manager
- OneTen
-
San Dimas, CA
FULL_TIME
- ADP is hiring a Principal Executive Relationship Manager in the San Dimas, CA and/or Costa Mesa, CA area for our Compliance Solutions/Employee Financial Services business. Do you have a knack for buil...
- 12 Days Ago
Filters
- Current Active Filter
- Fullerton, CA
Clear All
- Filter Jobs By posted time
- Within 1 Day
- Within 2-7
- Within 1 Month
- Within 3 Months
0 Relationship Manager - Sales jobs found in Fullerton, CA area
Relationship Manager
- EBizCharge
-
Irvine, CA
- Headquartered in Irvine, California, EBizCharge specializes in developing payment processing applications that facilitat...
- 4/23/2024 12:00:00 AM
Customer Relationship Management Business Analyst
- Robert Half
-
Glendale, CA
- Onsite once a week in LA (Glendale) Our Robert Half Client is implementing Salesforce Service and Commerce B2B ( Cloudcr...
- 4/23/2024 12:00:00 AM
Deposit Relationship Manager
- East West Bank
-
Cerritos, CA
- Introduction:Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and ...
- 4/22/2024 12:00:00 AM
Commercial Relationship Manager
- Cityfirst Bank
-
Los Angeles, CA
- WHO WE ARECity First Bank N.A. is a mission-driven Community Development Financial Institution (CDFI) principally focuse...
- 4/22/2024 12:00:00 AM
Client Relationship Manager
- Beverly Hills Private Wealth
-
Beverly Hills, CA
- Client Relationship Manager Position Beverly Hills Private Wealth is an SEC registered investment advisory firm located ...
- 4/21/2024 12:00:00 AM
Corporate Relationship Manager
- Genesis Capital
-
Los Angeles, CA
- Job Description Job Description The Corporate Relationship Manager is responsible for driving loan originations by manag...
- 4/21/2024 12:00:00 AM
Client Account Relationship Manager
- Cooley LLP
-
Santa Monica, CA
- Client Account Relationship ManagerCooley is seeking a Client Account Relationship Manager to join the Accounting and Fi...
- 4/21/2024 12:00:00 AM
Client Relationship Manager
- Ernest Packaging Solutions
-
Los Angeles, CA
- For over 77 years, Ernest has been committed to the success of our extended family, our customers, our employees, and th...
- 4/19/2024 12:00:00 AM
About Fullerton, California
Fullerton (/ˈfʊlərtən/) is a city located in northern Orange County, California, United States. As of the 2010 census, the city had a total population of 135,161.
Fullerton was founded in 1887. It secured the land on behalf of the Atchison, Topeka and Santa Fe Railway. Historically it was a center of agriculture, notably groves of Valencia oranges and other citrus crops; petroleum extraction; transportation; and manufacturing. It is home to numerous higher educational institutions, particularly California State University, Fullerton and Fullerton College. From the mid-1940s through the late 19...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Relationship Manager - Sales jobs
$68,781 to $90,071
Fullerton, California area prices
were up 3.2% from a year ago
were up 3.2% from a year ago
What does a Relationship Manager - Sales do?
Relationship Manager - Sales in Kansas City, MO
But the fact of the matter is, salespeople understand the sales game where oftentimes others do not completely.
December 22, 2019
Relationship Manager - Sales in Canton, OH
Help us create and maintain the relationships that keep our business thriving.
February 21, 2020
Manage day-to-day performance of all sales rep team members.
February 02, 2020
Relationship Manager - Sales in Melbourne, FL
To help surface social and business connections across a global sales network, Infosys has brought together Microsoft Dynamics 365 for Sales and LinkedIn Sales Navigator—a solution that Microsoft calls Relationship Sales.
December 28, 2019