Sr Relationship Manager

Job Qualifications/Requirements

• Minimum 7+ 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.
• Ability to generate new business through a consultative sales approach.
• Ability to close sales without relying solely on interest rates.
• Ability to originate challenging and complex 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.

The salary range for this full‑time position is $ annually - $ annually + bonus + benefits

Salary ranges are determined based on qualifications, level, and location.

Exact compensation may vary based on your skills and experience.

Bank of Hope is an equal employment opportunity employer and does not discriminate on the basis of race, color, gender, religion, age, sexual orientation, genetic information, national or ethnic origin, disability, marital status, veteran status or any other basis protected by federal, state, or local law.

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Job Description

• Serve as the Focal point of Contact for customers’ comprehensive banking services and needs, including, but not limited to: loans; deposits, treasury management services; international trade services; and foreign exchanges services.
• 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 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…