Bank of Hope · 2 days ago
Relationship Manager
Bellevue, WA
Full-time
Onsite
Mid, Senior Level
$90K/yr - $100K/yr
5+ years expBank of Hope is seeking a Relationship Manager to enhance customer relationships and drive business growth. This role involves understanding customer needs, developing tailored relationship plans, and ensuring high-quality service while meeting production goals.
BankingFinancial ServicesInsuranceVenture Capital
Responsibilities
Gain a full understanding of the customer’s:
Nature of business and business model
Business strategy and long-term objectives
Business requirements
Industry trends
Risk factors
Financial Condition
Develop and execute a Relationship Development Plan tailored to each customer’s needs and update it at least annually. The plan should include a comprehensive analysis of the business, market and industry, business requirements, potential banking products & Services to supplement or complement and the execution timeline
Negotiate terms and conditions, including but not limited to: pricing and fee for loans, deposits and other banking services on terms acceptable to the Bank. Communicate pricing strategy with respective Portfolio Management units in written document form
Establish effective communication channels with underwriters, branch personnel, treasury management services and other bank employees to ensure high quality customer experience
Meet or exceed assigned Deposit, Loan, Fee Income Production Goals
Meet or exceed assigned Partner Referral Goals
Meet or exceed assigned New Customer Relationship Goals
Develop a and Execute a Marketing Plan to acquire new relationships, retain and expand existing customer relationships
Proactively solicit new business relationships through aggressive calling efforts on prospects developed through referrals from existing customers, cultivation of key referral sources and prospect lists
Actively engage in networking opportunities/events for target industries to help raise brand awareness of the Bank and to identify prospective customers
Work closely with the Treasury Services Team to ensure that Commercial customers/prospects needs are properly matched with the appropriate depository, cash management, and investment needs
Proactively update status of all business leads and deals on the Bank CRM
Participate in the Bank’s sales training program(s) to continue develop sales and business development skills
Prepare a complete credit package for underwriting, which includes, but not limited to: completed application, tax returns, financial statement, legal entity documents and any other pertinent business and/or property information
Analyze financial and related data to determine the general credit worthiness of Commercial customer/prospects and the merits of specific credit requests
Collaborate with underwriting to identify credit risks and recommend appropriate credit structure
Presents credit requests to loan committee for approval
Generally, handles loan relationships with aggregate exposure up to $15M and portfolios up to $75M
Expand and Retain existing relationships to maximize bank profitability through appropriate pricing of new loan originations, fee income, and cross selling of all bank products & services, including deposits and Treasury Services products
Investigate and follow up on significant changes in status of existing customers; meet with customers to discuss needs and outline appropriate Bank services and to resolve problems as necessary
Monitor loan relationships for compliance/tickler and communicate directly with the customers to gather appropriate information and documents related to financials, insurance, collateral position, property taxes etc. to ensure full compliance with all credit covenants, credit reviews, audits and regulatory examinations
Monitor payment performance of the loan portfolio and contact the customer for any delinquency related follow up
Ensure timely communication with borrowers, loan officers, portfolio managers and credit administration
Comply with all applicable enterprise risk management requirements and documentation including AML/OFAC
Monitor the business activities of the customers to assess appropriated Customer Risk Rating and to generate or update Know Your Customer (KYC) documentation, including the BSA Customer Site Visitation Report for high risk customers
Coordinate as a point of contact in communication with the customers to fulfill KYC requirements and other inquiries form the AML/OFAC team
Report any suspicious activities to the AML/OFAC Department
Complete all required Compliance Training prior to assigned due dates
Assist in conducting due diligence requested and compliance requirements
Mentor Business Development Officers
Participate in various internal committees assigned by senior management
Complete other assigned duties
Qualification
Required
Minimum 5+ years' experience in banking
Excellent organization skills and ability to handle and prioritize multiple tasks
Detailed knowledge of banking regulations and laws; compliance documentation, and reporting requirements
Minimum Education Level: Bachelor's Degree
English: Written: Advanced Verbal: Fluent
Computer / Systems Knowledge Requirements- Intermediate
Ability to generate new business through a consultative sales approach
Ability to close sales without relying solely on interest rates
Ability to originate C&I Loans
Thorough knowledge of bank's credit policy & procedure and underwriting guidelines
Ability to analyze and organize financial information and perform complex financial calculations
Ability to structure the loans according to the customer's needs and the bank's underwriting guidelines
Ability to present the loans to various credit approving authorities within the bank
Ability to close approved loans and to support loan servicing, including collecting updated financials and collection
Ability to respond effectively to the most sensitive inquiries or customer complaints
Excellent interpersonal, written and verbal communication and presentation skills
Ability to make effective and persuasive presentations on controversial or complex topics to top management, employees, regulators, or board members
Present a professional image in dealing with customers, interdepartmental and external representatives
Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables
Benefits
Bonus
Benefits
Company
Bank of Hope
Bank of Hope is a banking institution with offices across the US.
1001-5000 employees
H1B Sponsorship
Bank of Hope has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (16)
2024 (6)
2023 (9)
2022 (13)
2021 (9)
2020 (10)
Funding
Current Stage
Late StageLeadership Team
Dennis Schreyer
Senior Vice President, Corporate Banking Group, Head of Middle Market Loan Syndications
Recent News
MarketScreener
2025-10-14
2025-09-22
2025-08-30
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