What are the responsibilities and job description for the Customer Relationship Strategist position at CTBC Bank Corp. (USA)?
**About the Role:**
We are seeking a highly skilled and results-driven Customer Relationship Strategist to join our team at CTBC Bank Corp. (USA). As a key member of our branch banking team, you will be responsible for growing and expanding existing customer bases through strategic partnerships and effective need assessments.
Main Responsibilities:
- Business Development: Identify and meet with current and potential customers with exceptional profit and growth potential, discuss their complex financial requirements, and sell appropriate consumer and commercial financial service products to meet their needs.
- Partnership Development: Develop strategic partnerships with existing customers to grow and expand their customer base.
- Cross-Selling Opportunities: Identify cross-selling opportunities and refer customers to other sales representatives as appropriate.
Requirements:
- Bachelor's degree in business, banking, finance, economics, or related field preferred.
- 7 years of product sales, customer relationship management experience in the branch banking industry or related environment.
- Life and Health Insurance licenses required.
- Knowledge of retail banking consumer and commercial products, loan products, financial reports, branch banking operations and procedures, and banking laws and regulations.
- Strong sales and marketing, as well as business development skills.
- Able to multitask, handle large volumes, tight turnarounds, and multiple deadlines.
- Able to analyze and plan financial solutions for customer portfolios.
