Business Relationship Officer
Core
Managing and retaining existing customers while cultivating new relationships to expand the bank's customer base and grow assets, loans, and deposits.
Role type
Senior IC commercial relationship banker
Builds
C&I, CRE, mortgages, SBA, treasury management, deposits, investments, and international commercial products
Domain
Commercial banking / Financial services
Required skills
Commercial lending, consultative relationship sales, prospecting, networking, financial acumen, credit policy understanding, digital banking platform expertise, client education, time management, problem-solving, decision-making
Preferred skills
International activities between U.S. and Greater China, real estate, entertainment, media, private equity, venture capital, high-tech industry knowledge
Technologies
Digital banking platforms, digital resources, technology platforms
Responsibilities
Achieve quarterly/annual goals through business generation of C&I, CRE, mortgages, SBA, treasury management, deposits, investments, and international products; Understand client's business, industry and identify strategies to create new business opportunities; Motivate, coach and provide guidance to employees to achieve sales and service goals; Educate customers on how to use digital platforms to bank and invest
Seniority
Mid-level, hands-on IC