Premier Banking Officer jobs in United States
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Bank of Hope · 1 day ago

Premier Banking Officer

Bank of Hope is a financial institution seeking a Premier Banking Officer to provide personalized financial advice and exceptional customer service. The role involves identifying lending opportunities, driving fee-based revenue, and building strong relationships with clients while ensuring compliance with banking regulations.

BankingFinancial ServicesInsuranceVenture Capital
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H1B Sponsor Likelynote

Responsibilities

Use excellent communication and active listening skills to learn about the customer’s financial needs. Establish trust, optimize sales opportunities, generate leads, recommend appropriate solutions, and provide quality customer service
Utilize strong understanding of sales and financial services to offer creative solutions, viable financial alternatives, and tailored product and service recommendations based on customers’ current and future needs
Identify lending opportunities (both personal and business) with new and existing clients, including but not limited to Mortgage, Small Business, and Commercial loans
Drive fee-based revenue by cross-selling the bank’s products and services, such as Treasury Management Solutions. Maximize fee income through effective needs-based selling
Build and maintain strong relationships with new and existing clients by providing personalized financial advice, regular portfolio reviews, and proactive solutions to their banking needs
Continuously learns to expand one’s knowledge of features and benefits of deposit, loan, TMS, and Digital Banking products and services; to become a trusted advisor and subject matter expert whom customers can depend on
Develop and execute sales plans to achieve deposit, loan, and fee income objectives. Monitor and analyze sales performance and adjust strategies as necessary to ensure targets are met
Conduct outbound sales activities (e.g., phone outreach, community events, meeting with local businesses) to establish visibility in the community, develop a networking presence, and generate more branch business
Achieve and exceed individual and branch sales and service targets through recommendations of new and existing products and services, sales referrals, cross-selling, and up-selling in a results-driven environment, providing a great experience to every customer
Collaborates with business partners within the Bank to assist customers with specialized or complex financial needs, and to retain and expand profitable relationships
Translate goals and expectations into specific executable, weekly and monthly sales activities to meet or exceed individual assigned goals
Partake in overall branch efforts as a high-level team player, providing banking expertise and support in various banking duties
Deliver exceptional service to clients, ensuring their banking experience is seamless and outstanding. Handle client inquiries, resolve issues, and provide timely follow-up on all transactions and requests
Demonstrate a commitment to operational integrity, policies, procedures, and banking regulations to ensure compliance and training requirements are met, maintaining ethical behavior, and gaining credibility with staff and customers
Complies with the Bank’s policies, procedures, and controls to minimize risk exposures, and be compliant with applicable laws, rules, and regulations
Assists in training new colleagues, ensuring compliance with bank policies, regulations, and client relationship deepening best practices
Work with Ops staff for teller-line referral

Qualification

Sales targets achievementFinancial analysisCustomer relationship managementRetail compliance knowledgeCommunication skillsNegotiation skillsTeamworkCustomer service focusLanguage proficiencyOrganizational skillsMotivation

Required

2+ years of experience in banking, financial services, or sales, preferably in a relationship management or personal banking role
Proven track record of meeting or exceeding sales targets in deposits, loans, and fee income
Excellent communication, interpersonal, and negotiation skills, with a strong customer service orientation
Ability to analyze financial information and make sound recommendations
Possess a strong drive to become a top performer and stay resilient to produce top of the line results
Organized and well planned to stay efficient and follow through when closing sales
Highly motivated with the ability to successfully meet team objectives while maintaining high levels of individual performance
Customer service focus with experience in handling complex transactions across multiple systems
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers
Knowledge and understanding of retail compliance controls, risk management, and loss prevention
Actively participate in branch duties with a strong sense of teamwork

Preferred

Language requirements: Korean a plus

Benefits

Bonus
Benefits

Company

Bank of Hope

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Bank of Hope is a banking institution with offices across the US.

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 Stage

Leadership Team

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Dennis Schreyer
Senior Vice President, Corporate Banking Group, Head of Middle Market Loan Syndications
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Company data provided by crunchbase