Diamond Bar, CA30+ days ago
Develop and execute strategies to proactively drive client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients • Collaborate with Regional Manager and/or Branch Manager to develop and implement client-centric strategic marketing plans and generate new business through prospecting, outside calling, networking, and referrals • Demonstrate genuine curiosity about clients, helping them reach their financial ambitions • Leverage client insights and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering exceptional client experience • Connect with product specialists to provide more advanced technical input to identify and fulfill multiple needs with clients • Promote our products and Services to potential clients, exploring their needs and making referrals to other business units where appropriate • Support branch improvement initiatives, providing client feedback of our service and ensuring compliance with audit requirements and quality assurance • Maintain the levels of operational integrity required by EWB and adhere to the Business Principles and Values of EWB • May perform other duties as assigned. Bachelor's degree or equivalent experience FINRA Series 6, 63, Life and Health Insurance licenses required; must obtain series 7 within 6 months of joining 5+ years of proven and progressive financial services and/or retail sales experience, or equivalent, including evidence of strong sales results and knowledge of banking products for referral purposes Relationship management experience with high-net-worth clients or equivalent Strong sales, communication, cross-selling, sales planning, mathematical, decision-making, and analytical skills Strong relationship management, client service, time management and prioritization skills Broad knowledge of financial products and services Understanding of the business banking client segment and products/services appropriate to complement Premier offerings A strong sense of ownership, responsibility, and accountability Excellent understanding of financial planning, wealth management, and client-needs assessment.