• Los Angeles or San Jose, California
• Finance
• $90K - 150K DOE
• Full Time regular employee
•  8
•  Visa Support: Yes
•  New

Job Description

Position
Corporate-Banking Relationship Representative

Summary
A California-based financial institution is seeking a dynamic and client-focused Corporate Banking Relationship Representative to join their Corporate Banking team. This role is pivotal in building and maintaining relationships with corporate clients, identifying financial solutions to meet their needs, and driving revenue growth through effective sales strategies. The candidate must be bilingual in Japanese and English, and responsible for maintaining relationships with overseas (Japanese) potential and existing clients.

Essential Duties (Unofficial)

• Client Relationship Management: Develop and nurture strong relationships with existing and prospective corporate clients, ensuring excellent customer satisfaction and retention.

• Business Development: Identify and acquire new corporate clients by understanding their financial needs and presenting tailored banking solutions.

• Sales Execution: Promote and cross-sell the bank’s products and services, including credit facilities, treasury management, deposit accounts, and other corporate banking solutions.

• Portfolio Management: Monitor and manage a portfolio of corporate clients, ensuring compliance with the bank’s policies and regulatory requirements.

• Market Analysis: Stay informed about industry trends, competitive landscape, and economic developments to provide clients with informed financial guidance.

• Collaboration: Work closely with internal teams, including credit, risk, and operations, to deliver seamless and customized services to clients.

• Overseas Client Relationships: Build and maintain strong relationships with overseas (Japanese) potential and existing clients, serving as a liaison to ensure their needs are met.

Working Hours, Working style
Monday - Friday; 8 hours a day

Woking Location
Los Angeles or San Jose or Remote

• Must be able to travel once a month

Salary/Benefit
$90K - 150K DOE


Holidays
​​​​​​​Saturdays, Sundays, and major US Holidays

Qualifications

• ​​​​​​​​​​​​​​Bachelor’s degree in Business, Finance, or a related field.
• Proven experience (3+ years) in corporate banking, relationship management, or a similar role.
• Strong knowledge of corporate banking products, credit analysis, and financial solutions.
• Strong knowledge and experience in KYC is a big plus.
• Excellent interpersonal, communication, and negotiation skills.
• Ability to analyze financial statements and assess creditworthiness.
• Ability to learn and adapt to new information and systems
• Attention to detail, good judgment, sense of urgency 
• Ability to understand corporate structure and understand legal documentation
• Ability to absorb training and immediately apply 
• Good interpersonal skills
• Discretion, ability to handle sensitive information in an appropriate manner
• Proficiency in CRM tools and Microsoft Office Suite.
• Bilingual skills (Japanese and English required).
• Must be willing to travel once a month.

 

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