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CTBC Bank Corp. (USA) · 2 months ago

Financial Relationship Officer

Hacienda Heights, CA, US

Full-time

Onsite

Mid, Senior Level

$55K/yr - $80K/yr

5+ years exp

CTBC Bank Corp. (USA) is seeking a Financial Relationship Officer to generate revenue for the branch by establishing a referral base and participating in community events. The role involves meeting with customers to assess their financial needs, recommending appropriate products, and maintaining strong customer relationships.

BankingFinanceFinancial Services

H1B Sponsor Likely

Responsibilities

Meet with current and potential customers with greater profit and growth potential, to discuss their financial requirements; sell appropriate consumer and commercial financial services products to meet their needs while developing and expanding account relationships

Identify current and potential customers with additional profit potential and develop action plans to acquire and expand those relationships

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

Maintain superior and courteous service to promote products and expand customer relationships & Exceed customer expectations in terms of accuracy, efficiency, courtesy and professionalism

Actively participate in community organizations to promote the bank’s image and develop sales leads and opportunities

Open deposit accounts on bank’s system ensuring all documentation requirements, policies and procedures are adhered to

Actively participate in all bank’s sales campaigns and promotions and exceed targets set

Ensure compliance with Bank’s policy and procedures and government regulations

Update and maintain the individual sales tracking records (i.e. customer portfolio reports, sales reports, and customer contact log) for sales tracking and performance review purpose

Perform related duties, as required, for the training and development purposes

Perform all assigned duties under Bank’s compliance programs and related laws & regulations

Successfully complete all mandatory training on related Bank’s and BSA compliance as well as other laws and regulations as assigned and in a timely manner

Perform all other duties as assigned

Qualification

Customer relationship managementSalesMarketingFinancial product knowledgeLifeHealth Insurance licensesBusiness developmentBilingual EnglishBilingual ChineseAnalytical skillsOrganizational skillsInterpersonal skillsSelf-motivated

Required

Bachelor's degree in business, banking, finance, economics or related field is preferred

5+ years of product sales, customer relationship management, in the branch banking industry or related environment

Life and Health Insurance licenses preferred. Licenses are required to discuss and sell investment or insurance products with potential or existing customers

Currently holding substantial customer portfolio/customer base is a big plus

Knowledge of retail banking consumer and commercial products, loan products, financial reports, branch banking operations and procedures, and banking laws and regulations

Strong sales and marketing as well as business development skills

Ability to multi-task, handle large volumes, tight turnarounds, and multiple deadlines

Ability to analyze and plan financial solutions for customer portfolios

Fluent in English and Chinese (mandarin preferred) is a major plus

Attention to detail, strong organizational, communication, interpersonal, self-motivated, and analytical skills, ability to interact with all levels of management and staff

Benefits

Full benefits

Company

CTBC Bank Corp. (USA)

Glassdoor3.6

CTBC Bank Corp. (USA) is a banking institution that provides financial products & services to retail as well as commercial customers.

Founded in 1989

Los Angeles, California, USA

201-500 employees

http://www.ctbcbankusa.com

H1B Sponsorship

CTBC Bank Corp. (USA) 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)

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2025 (9)

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2023 (9)

2022 (2)

2021 (11)

2020 (12)