Relationship Manager

2 months ago

Alhambra, United States New Omni Bank N A Full time
Job DescriptionJob DescriptionRelationship Manager (Premier Banker)

Seniority Level: Mid-Senior Level

Employment Type: (select one) Full Time

Salary: $80,000 to $120,000 a year. Exact compensation may vary based on experience, skills, knowledge, and education.

Benefits: Medical, vision, dental, and life insurance, generous sick days, vacation days, and holidays, 401(k) company matching, potential for discretionary bonus.

Join Our Team, Shape Your Future

At New Omni Bank, we believe in the power of talent and innovation to drive success. As a dynamic and forward-thinking financial institution, we’re always on the lookout for individuals who share our passion for excellence and are ready to make a meaningful impact.

About New Omni Bank

We were founded in 1980 on a simple idea of helping our neighbors—a community of immigrants in Los Angeles, coming from diverse backgrounds, finding it hard to get precise banking solutions for their unique needs.

For over four decades of creativity, innovative thinking, and above all – attentiveness, are the hallmarks of our services. Coupled with our extensive network and on-the-ground expertise, we’ve been the catalyst for countless clients, guiding them to grow and thrive in California, across the Pacific, and at every twist and turn. Our legacy of empowerment is proven by continuous recognitions, like a 5-Star Rating from BauerFinancial, Inc. for over 40 quarters.

Position Summary

Relationship Managers act as principal account managers for new and existing clients. Their primary duties and responsibilities are to develop and maintain relationships with clients and customers by acquiring new client and providing excellent service to existing clients with professionalism and courtesy. This position’s primary function is to generate and maintain a portfolio of depository clients.

Essential Job Functions and Responsibilities

(Duties not limited to those provided here):

  • Actively solicit new deposit relationships via networking, community involvement, cross-selling and business development activities.
  • Establish and maintain an excellent long-term relationship with customers.
  • Assist customers to provide excellent service.
  • Quickly work to address and resolve customer issues.
  • Call on existing clients to make recommendations as needed.
  • Provide estimates regarding monthly activity to supervisor.
  • Keep notes on customer meetings in the file and submit monthly to supervisor.
  • Ensure compliance with regulatory requirements and Bank policy and producers.
  • Work closely with operations function to properly service customers within compliance requirements.
  • Understand and be able to explain services the Bank offers in conjunction with deposit products.
  • Represent New Omni Bank, N.A. as a trustworthy, professional, service-based organization at all times and promote and maintain a positive Bank image.
  • Become familiar with competition to understand the market.
  • Participate in on-going training
  • Comply with and adhere to all applicable regulatory requirements, policies, and procedures.
  • Additional duties as assigned by Supervisor or Department Head.

Qualifications:

  • Bachelor's Degree (BA) from four-year college or university, or one to two years of related experience and/or training, or equivalent combination of education and experience.
  • Requires product knowledge such as Demand Deposit, Money Market, Savings, and Time Certificate Deposit.
  • Requires active listening, excellent writing skills, communication skills, negotiation skills, and problem-solving skills.
  • Fluency in a second language preferred but not required.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to use hands or fingers, handle, or feel and reach with hands and arms. The employee frequently is required to walk, stand, sit, climb, or balance, and talk or hear. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus. The employee may be required to work at other locations of the Bank.

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

New Omni Bank, National Association commits to following compliance and adherence to all applicable regulatory requirements, policies, and procedures.

New Omni Bank, National Association’s policy is to provide equal employment opportunities to all applicants and employees without regard to race, color, creed, gender, gender identity or expression, age, national origin or ancestry, citizenship, disability, sexual orientation, marital status, pregnancy, veteran status, membership in the uniformed services, genetic information, or any other basis protected by applicable law.

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