Bank of Hope
1 week ago Be among the first 25 applicants
Responsibilities
Use excellent communication and active listening skills to learn about the customer’s financial needs, establish trust, optimize sales opportunities, generate leads, recommend appropriate solutions, and provide quality customer service.
Utilize strong understanding of sales and financial services to offer creative solutions, viable financial alternatives, and tailored product and service recommendations based on customers’ current and future needs.
Identify lending opportunities (both personal and business) with new and existing clients, including but not limited to Mortgage, Small Business, and Commercial loans.
Drive fee-based revenue by cross‑selling the bank’s products and services, such as Treasury Management Solutions, maximizing fee income through effective needs‑based selling.
Build and maintain strong relationships with new and existing clients by providing personalized financial advice, regular portfolio reviews, and proactive solutions to their banking needs.
Continuously learn to expand knowledge of features and benefits of deposit, loan, TMS, and Digital Banking products and services to become a trusted advisor.
Develop and execute sales plans to achieve deposit, loan, and fee income objectives, monitor and analyze sales performance, and adjust strategies as necessary.
Conduct outbound sales activities (e.g., phone outreach, community events, meetings with local businesses) to establish visibility in the community and generate branch business.
Achieve and exceed individual and branch sales and service targets through recommendations of new and existing products and services, sales referrals, cross‑selling, and up‑selling in a results‑driven environment.
Collaborate with business partners within the Bank to assist customers with specialized or complex financial needs and retain and expand profitable relationships.
Translate goals and expectations into specific executable, weekly and monthly sales activities to meet or exceed assigned goals.
Participate in overall branch efforts as a high‑level team player, providing banking expertise and support in various banking duties.
Deliver exceptional service to clients, ensuring a seamless and outstanding banking experience, handling inquiries, resolving issues, and providing timely follow‑up.
Demonstrate a commitment to operational integrity, policies, procedures, and banking regulations to ensure compliance and training requirements are met.
Comply with the Bank’s policies, procedures, and controls to minimize risk exposures and be compliant with applicable laws, rules, and regulations.
Assist in training new colleagues, ensuring compliance with bank policies, regulations, and client relationship deepening best practices.
Work with Ops staff for teller‑line referral.
Job Qualifications / Requirements Prior Experience
2+ years of experience in banking, financial services, or sales, preferably in a relationship management or personal banking role.
Skills
Proven track record of meeting or exceeding sales targets in deposits, loans, and fee income.
Excellent communication, interpersonal, and negotiation skills, with a strong customer service orientation.
Ability to analyze financial information and make sound recommendations.
Strong drive to become a top performer and resilience to produce high results.
Organized, well‑planned to stay efficient and follow through when closing sales.
Highly motivated with ability to meet team objectives while maintaining high individual performance.
Customer service focus with experience handling complex transactions across multiple systems.
Proficient in proactively sourcing, acquiring, building, and maintaining customer relationships.
Knowledge and understanding of retail compliance controls, risk management, and loss prevention.
Active participation in branch duties with a strong sense of teamwork.
Language requirements: English; Korean a plus.
The salary range for this full‑time position is $21.64–$26.45 per hour + 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.
Seniority Level Entry level
Employment Type Full‑time
Job Function Finance and Sales
Industries Banking
Referrals increase your chances of interviewing at Bank of Hope by 2x
#J-18808-Ljbffr
Responsibilities
Use excellent communication and active listening skills to learn about the customer’s financial needs, establish trust, optimize sales opportunities, generate leads, recommend appropriate solutions, and provide quality customer service.
Utilize strong understanding of sales and financial services to offer creative solutions, viable financial alternatives, and tailored product and service recommendations based on customers’ current and future needs.
Identify lending opportunities (both personal and business) with new and existing clients, including but not limited to Mortgage, Small Business, and Commercial loans.
Drive fee-based revenue by cross‑selling the bank’s products and services, such as Treasury Management Solutions, maximizing fee income through effective needs‑based selling.
Build and maintain strong relationships with new and existing clients by providing personalized financial advice, regular portfolio reviews, and proactive solutions to their banking needs.
Continuously learn to expand knowledge of features and benefits of deposit, loan, TMS, and Digital Banking products and services to become a trusted advisor.
Develop and execute sales plans to achieve deposit, loan, and fee income objectives, monitor and analyze sales performance, and adjust strategies as necessary.
Conduct outbound sales activities (e.g., phone outreach, community events, meetings with local businesses) to establish visibility in the community and generate branch business.
Achieve and exceed individual and branch sales and service targets through recommendations of new and existing products and services, sales referrals, cross‑selling, and up‑selling in a results‑driven environment.
Collaborate with business partners within the Bank to assist customers with specialized or complex financial needs and retain and expand profitable relationships.
Translate goals and expectations into specific executable, weekly and monthly sales activities to meet or exceed assigned goals.
Participate in overall branch efforts as a high‑level team player, providing banking expertise and support in various banking duties.
Deliver exceptional service to clients, ensuring a seamless and outstanding banking experience, handling inquiries, resolving issues, and providing timely follow‑up.
Demonstrate a commitment to operational integrity, policies, procedures, and banking regulations to ensure compliance and training requirements are met.
Comply with the Bank’s policies, procedures, and controls to minimize risk exposures and be compliant with applicable laws, rules, and regulations.
Assist in training new colleagues, ensuring compliance with bank policies, regulations, and client relationship deepening best practices.
Work with Ops staff for teller‑line referral.
Job Qualifications / Requirements Prior Experience
2+ years of experience in banking, financial services, or sales, preferably in a relationship management or personal banking role.
Skills
Proven track record of meeting or exceeding sales targets in deposits, loans, and fee income.
Excellent communication, interpersonal, and negotiation skills, with a strong customer service orientation.
Ability to analyze financial information and make sound recommendations.
Strong drive to become a top performer and resilience to produce high results.
Organized, well‑planned to stay efficient and follow through when closing sales.
Highly motivated with ability to meet team objectives while maintaining high individual performance.
Customer service focus with experience handling complex transactions across multiple systems.
Proficient in proactively sourcing, acquiring, building, and maintaining customer relationships.
Knowledge and understanding of retail compliance controls, risk management, and loss prevention.
Active participation in branch duties with a strong sense of teamwork.
Language requirements: English; Korean a plus.
The salary range for this full‑time position is $21.64–$26.45 per hour + 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.
Seniority Level Entry level
Employment Type Full‑time
Job Function Finance and Sales
Industries Banking
Referrals increase your chances of interviewing at Bank of Hope by 2x
#J-18808-Ljbffr