오픈뱅크(Open Bank): Hiring Relationship Officer

내용

파트타임

Location: Santa Clara

SUMMARY:

Relationship marketing, as well as servicing the loans through elimination of the portfolio, Relationship Banking Officer is responsible for marketing products and services to new and existing relationships with the Bank, developing marketing plans, maintaining pipeline of clients, and visiting existing and target businesses.

JOB RESPONSIBILITY AND DUTIES:

1. Marketing and sales for deposit and loan products and services.

2. Prepare and analyze deposit trend reports, as needed

3. Manage a portfolio of relationships evaluating activity and follow-up on requests for new products and services.

4. Manage and update client portfolio profiles, working with branch and lending staff to obtain all required documents and enhanced due diligence as required or requested.

5. Continually develop enhanced pipeline reports ensuring portfolio growth.

6. Visit client sites and make telephone/email contact frequently, as well as cold calls and visiting target clients.

7. Keep informed of policies, practices, regulations, and laws as applicable to your function.

8. Ensure training as required is complete.

QUALIFICATIONS:

• Bachelor’s degree in Business Administration or related field or equivalent experience.
• Minimum five years experience in banking and/or lending, or marketing/sales.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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