Bank of the Orient
Business Banking Leader
Bank of the Orient is an independent Asian Community Bank that has proudly served the financial needs of multiple Bay Area communities for over 54 years and the Sugar Land, Texas area.
We are well known for our commitment to providing the highest level of personal service to our customers; we take a personal interest in our communities’ unique banking needs, we are dedicated to providing integrity in banking and financial services, we provide high quality dependable service by being accessible and reliable.
We are committed to excellence in everything we do.
Job Description We have an opening for a Business Banking Leader.
This position is responsible for managing the duties and activities associated with generating, developing, retaining, expanding, maintaining, and servicing customer relationships with commercial loans, C&I, small business loans, SBA loans, home equity lines, and deposit accounts while ensuring compliance with Bank lending policies.
Also responsible for leading and sustaining a sales driven culture and managing the Bank’s lending officers to ensure a competitive environment of relationship based sales and service excellence.
Essential Duties
Demonstrates quality customer service principles with internal and external customers consistently.
Leads and manages a highly motivated, customer focused relationship sales and service team responsible for results‑oriented excellence and the achievement of aggressive business and consumer deposit and loan objectives in accordance with the Bank’s strategic vision.
Leads and supports the Bank’s sales objectives and campaigns by originating or expanding commercial, C&I, small business, SBA and home equity loans by interviewing and profiling applicants, determining financial needs, advising and counseling new and existing customers on appropriate structuring of financial products to meet their needs.
Negotiates loan type, terms and conditions within established guidelines. Ensures all loan documentation is accurately completed.
Identifies sales and service opportunities, develops and implements tactics included in individual and branch market plans to attract new customers, retain and expand existing relationships through sales process activities.
Activities include but are not limited to profiling customers and prospects, maintaining an effective calling program, networking, telemarketing, direct mailing, cross‑selling of additional products.
Creates and updates customer profiles with current, accurate and useful information. Uses the information to develop, expand and document customer relationships.
Responsible for attainment of all assigned product, service, revenue and sales goals.
Exhibits proficiency in all elements of customer service/interaction, selling skills and knowledge of all bank products and services.
Resolves unusual or non‑routine inquiries to ensure customer satisfaction, ensures positive public perceptions of the bank by extending a courteous greeting and welcome to customers and visitors and by providing accurate and timely customer service.
Attends civic, cultural and community events to maintain communication links and promote the Bank and its services.
Stays up to date on the trends of the financial services industry, and uses knowledge of field to target clients for the Bank's financial services.
Actively works with customers to understand each customer’s normal account activity.
Requirements
Bachelor’s degree in Business or related field.
Minimum 6 years’ experience in commercial, consumer, SBA and real estate lending.
Minimum 6 years’ in a leadership role with sales and marketing experience.
Requires computer experience with programs such as MS Word, Excel, etc.
Full knowledge of lending principles, practices and services in banking.
Excellent oral communication skills with the ability to develop excellent business development initiatives and build concrete customer relationships.
Ability to define problems, analyze data, and implement solutions to enhance the Bank’s sales culture.
Excellent written communication skills, and the ability to clearly and concisely express analytical conclusions and recommended actions with tact and diplomacy.
Ability to use knowledge, experience, discretion and independent judgment in solving problems and answering questions in a fast‑paced, changing environment.
Bilingual is a plus.
Candidate will be subject to investigation through credit checks, reference checks, background checks and fingerprinting checks performed at the time permissible under relevant law.
Email resume to:
Career@bankorient.com
Visit our website at: www.bankorient.com
Bank of the Orient is proud to be an affirmative action, equal opportunity employer.
#J-18808-Ljbffr
We are well known for our commitment to providing the highest level of personal service to our customers; we take a personal interest in our communities’ unique banking needs, we are dedicated to providing integrity in banking and financial services, we provide high quality dependable service by being accessible and reliable.
We are committed to excellence in everything we do.
Job Description We have an opening for a Business Banking Leader.
This position is responsible for managing the duties and activities associated with generating, developing, retaining, expanding, maintaining, and servicing customer relationships with commercial loans, C&I, small business loans, SBA loans, home equity lines, and deposit accounts while ensuring compliance with Bank lending policies.
Also responsible for leading and sustaining a sales driven culture and managing the Bank’s lending officers to ensure a competitive environment of relationship based sales and service excellence.
Essential Duties
Demonstrates quality customer service principles with internal and external customers consistently.
Leads and manages a highly motivated, customer focused relationship sales and service team responsible for results‑oriented excellence and the achievement of aggressive business and consumer deposit and loan objectives in accordance with the Bank’s strategic vision.
Leads and supports the Bank’s sales objectives and campaigns by originating or expanding commercial, C&I, small business, SBA and home equity loans by interviewing and profiling applicants, determining financial needs, advising and counseling new and existing customers on appropriate structuring of financial products to meet their needs.
Negotiates loan type, terms and conditions within established guidelines. Ensures all loan documentation is accurately completed.
Identifies sales and service opportunities, develops and implements tactics included in individual and branch market plans to attract new customers, retain and expand existing relationships through sales process activities.
Activities include but are not limited to profiling customers and prospects, maintaining an effective calling program, networking, telemarketing, direct mailing, cross‑selling of additional products.
Creates and updates customer profiles with current, accurate and useful information. Uses the information to develop, expand and document customer relationships.
Responsible for attainment of all assigned product, service, revenue and sales goals.
Exhibits proficiency in all elements of customer service/interaction, selling skills and knowledge of all bank products and services.
Resolves unusual or non‑routine inquiries to ensure customer satisfaction, ensures positive public perceptions of the bank by extending a courteous greeting and welcome to customers and visitors and by providing accurate and timely customer service.
Attends civic, cultural and community events to maintain communication links and promote the Bank and its services.
Stays up to date on the trends of the financial services industry, and uses knowledge of field to target clients for the Bank's financial services.
Actively works with customers to understand each customer’s normal account activity.
Requirements
Bachelor’s degree in Business or related field.
Minimum 6 years’ experience in commercial, consumer, SBA and real estate lending.
Minimum 6 years’ in a leadership role with sales and marketing experience.
Requires computer experience with programs such as MS Word, Excel, etc.
Full knowledge of lending principles, practices and services in banking.
Excellent oral communication skills with the ability to develop excellent business development initiatives and build concrete customer relationships.
Ability to define problems, analyze data, and implement solutions to enhance the Bank’s sales culture.
Excellent written communication skills, and the ability to clearly and concisely express analytical conclusions and recommended actions with tact and diplomacy.
Ability to use knowledge, experience, discretion and independent judgment in solving problems and answering questions in a fast‑paced, changing environment.
Bilingual is a plus.
Candidate will be subject to investigation through credit checks, reference checks, background checks and fingerprinting checks performed at the time permissible under relevant law.
Email resume to:
Career@bankorient.com
Visit our website at: www.bankorient.com
Bank of the Orient is proud to be an affirmative action, equal opportunity employer.
#J-18808-Ljbffr