Easter Seals Jobs

VP, Retail Relationship Manager Bellevue, WA, USA Req #2254 Monday, May 20, 2024 People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY The VP, Retail Relationship Manager, primary responsibility is business development (90%) and portfolio management (10%) of new and assigned business clients. This includes identifying and acquiring new quality business relationships, business deposit and loan growth, generating fee income and cross selling to assigned business client portfolio. This position is expected to be an outside sales position, meaning that the incumbent is expected to spend the majority (over 80%) of his/her work time away from the Bank's offices sourcing 50% or more of leads themselves and meeting with clients and potential clients to sell the Bank's products. ESSENTIAL FUNCTIONS Proactively solicit new business relationships through calling efforts on prospects developed through referrals from existing clients, cultivation of key referral sources and prospect lists. Actively engage in networking opportunities/events to identify prospective new clients. This includes making outside sales calls to prospective clients. Develop and execute a business relationship development plan. The plan should include a comprehensive analysis of business opportunities, market and industry, business client requirements, and sales activity. Each Retail Relationship Manager has assigned annual deposit, loan, fee income, new account acquisition, and partner referrals goals as established by retail management. Work closely with business partners: Treasury Management, Elavon, Business Banking, Commercial, FX, International, Mortgage, and Wealth Management to ensure that business prospects and client's needs are properly matched with appropriate depository, lending, treasury, and investment solutions. Prepare complete loan/financial packages for underwriting, which includes, but not limited to application, tax returns, financial statements, legal entity documents and any other pertinent business and/or property information. Serves as point of contact for client communication, loan processing, and follow up. Manage business prospects/clients, sales pipeline, opportunities, sales activities, and business relationship profiles through Sales Management (CRM). Reviews client's accounts and assigned portfolios to identify, evaluate and determine the appropriate course of action for potential cross sell opportunity. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships with clients and prospects. Consult with manager on strategies and adjusting as needed. Ensure compliance with Bank, regulatory and credit requirements with emphasis on best-in-class client service while adhering to required timeframes from the client. Partner with branch management and staff to help educate and train with business solutions and to identify new business opportunities. Answer all product-related inquiries from potential clients, branch/lending personnel and outside sales contacts. QUALIFICATIONS Education: College graduate with major in related fields or equivalent work experience strongly pref