Pasadena, San Francisco, New York, and Houston (One in each state)
Only Mandarin speaking (fluent) will be considered.
Overview
Being the next generation Business Relationship Manager means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints.
As a Business Relationship Manager, you will play a key role in:
- Improving the lives of our customers and the well-being of their businesses through financial solutions, education, and advice.
- Strategically collaborating with commercial lending business partners, private banking, Retail Regional Managers, and/or Branch Managers to execute sales strategies
- Ability to drive the priorities of the business and develop a plan to drive growth
We will help you grow your career by providing you with ongoing training to expand your business knowledge, grow your digital acumen, and build long-lasting relationships with our customers.
Responsibilities
- Achieve quarterly/annual goals through business generation of C&I, CRE, mortgages, SBA, treasury management, deposits, investments, and international and other commercial and consumer products offered
- Collaborate with Regional Manager and/or Branch Manager to develop and implement customer-centric strategic marketing plans and generate new business through prospecting, outside calling, networking, and referrals
- Maintain and apply a thorough understanding of the bank’s credit policy, client eligibility and all necessary business practices to ensure the submission of accurate and complete commercial and consumer loan packages
- Actively participate in local and regional business functions; coordinate and organize targeted campaigns and events
- Provide management with input regarding current policies and practices of competition, when appropriate
- Educate customers on how to use our digital platforms to bank and invest when, where and how they want
- May perform other duties as assigned
- Bachelor’s degree preferred
- 5+ years in commercial lending and/or private banking with proven sales track record
- Strong understanding of C&I loans, SBA loans and/or industry-focused lending
- In-depth knowledge of banks, credit and deposit products; experience in international activities between U.S. and Greater China preferred
- Strong analytical, marketing/sales, consulting and negotiating skills
- Strong written and verbal communication
- High energy, results-oriented, and work well in a team environment
- Strong desire and capability to influence, educate and connect team, partners and customers to technology
- Has ability to learn and adapt to new information and technology platforms
Skills Required
- Bachelor's degree preferred
- 5+ years in commercial lending and/or private banking with proven sales track record
- Strong understanding of C&I loans, SBA loans and/or industry-focused lending
- In-depth knowledge of banks, credit and deposit products; experience in international activities between U.S. and Greater China preferred
- Strong analytical, marketing/sales, consulting and negotiating skills
- Strong written and verbal communication
- High energy, results-oriented, and work well in a team environment
- Strong desire and capability to influence, educate and connect team, partners and customers to technology
- Has ability to learn and adapt to new information and technology platforms
What We Do
Microsoft Gold Certified Partner | Trusted Adviser MetaOption is a technology services firm specializing in business applications and cloud solutions. We help mid-market and enterprise customers solve their business challenges through strategic consulting services, innovative offerings and industry-specific solutions built on the latest technologies. Services: - Microsoft Dynamics 365 Business Central - Microsoft Dynamics 365 Business Central On-Premise (NAV 2018) - Dynamics NAV 2018, 2017, 2016, 2013 R2, 2009 Customization, Support - Dynamics Business Central/NAV Integration, Upgrade, Reporting - Microsoft Dynamics 365 (CRM) - Microsoft BI - Jet Reports - EDI Integration - Microsoft Dynamics Hosting - Microsoft Dynamics Staffing Industry Solutions for Dynamics NAV / Dynamics 365 Business Central - Dynamics 365 Business Central/NAV Manufacturing ERP Solution for Job-based manufactures and integration with Engineering Systems - Dynamics 365 Business Central/NAV Pharma ERP Solution for Wholesalers, Distributors, and Manufacturers - Dynamics 365 Business Central/NAV Logistics ERP Solution - Dynamics 365 Business Central/NAV Telecom Master/Dealer ERP Solution Dynamics 365 Business Central/NAV Add-ons - Warehouse Management System (WMS) for Dynamics 365 Business Central/NAV with ADCS (Advanced Data Capture System) mobile solution - Pharma Track & Trace Add-on for Dynamics 365 Business Central/NAV - Barcode Add-on for Dynamics 365 Business Central/NAV - License Plate (Container Management) Add-on for Dynamics 365 Business Central/NAV - MetaDocs Document Management Add-on for Dynamics 365 Business Central/NAV
