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Client Relationship Executive

2 months ago

Alhambra, California, United States New Omni Bank N A Full time
Position Overview

Role: Business Relationship Manager

Seniority Level: Mid-Senior Level

Employment Type: Full Time

Compensation: $80,000 to $120,000 annually. Actual salary may vary based on qualifications, experience, and skills.

Benefits: Comprehensive medical, vision, dental, and life insurance; generous sick leave, vacation, and holidays; 401(k) with company matching; potential for performance-based bonuses.

About New Omni Bank

Established in 1980, New Omni Bank has been dedicated to providing tailored banking solutions to a diverse community in Los Angeles. Our commitment to innovation and customer service has made us a trusted partner for businesses over the years.

Role Summary

The Business Relationship Manager serves as the primary liaison for both new and existing business clients. This role focuses on cultivating and sustaining relationships with corporate clients, generating new business leads, and delivering exceptional service to ensure client satisfaction.

Key Responsibilities

  • Proactively seek new deposit and loan opportunities through networking and community engagement.
  • Develop and maintain strong, long-lasting client relationships.
  • Provide outstanding service to clients and promptly address any issues that arise.
  • Conduct regular follow-ups with existing clients to assess their needs and offer tailored solutions.
  • Maintain detailed records of client interactions and submit reports to management.
  • Ensure compliance with all regulatory standards and internal policies.
  • Collaborate with operational teams to deliver services that meet client expectations.
  • Stay informed about the bank's offerings and market competition.
  • Participate in ongoing professional development and training.

Qualifications

  • A minimum of 3 years of experience in business account management or a related field.
  • Bachelor's degree in a relevant discipline or equivalent experience.
  • Strong communication, negotiation, and problem-solving skills.
  • Fluency in a second language is a plus.

Physical Requirements

This position may require the ability to perform various physical tasks, including lifting up to 25 pounds and engaging in activities such as walking, standing, and sitting for extended periods.

New Omni Bank is committed to providing equal employment opportunities to all individuals without regard to any protected status.