Senior Personal Banker
About The Position
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 The Personal Banker’s primary function and responsibility is to provide personalized banking service for clients.
Requirements
- Bachelor's degree required
- At least 2 years of banking experience with direct contact with clients required.
- Essential skills include strong communications skills and ability to relate to clients, active listening, patience, ability to multi-task and prioritize multiple requests and tasks, and attention to detail.
Nice To Haves
- Mandarin language skills strongly preferred.
- Experience utilizing core banking systems preferred.
- Notary License preferred or willingness to obtain a notary license.
Responsibilities
- Accurately process customer transactions including deposits, withdrawal, account transfers, wires and loan payments.
- Ensure safe handling of cash, prevent discrepancies and avoid fraud and loss in accordance with bank policies and procedures.
- Be knowledgeable of all bank depository products and services.
- Open and close depository accounts for consumer and business clients
- Assist clients with account maintenance and updates
- Provide accurate and efficient services to maintain existing clients and contribute to branch sales goals through cross-selling and referrals.
- Review reports and anticipate client needs
- Introduce and educate clients about bank self-service and digital banking tools
- Encourage clients to adopt digital banking to increase efficiency and customer satisfaction.
- Identify needs and opportunities of existing and new clients to suggest appropriate banking products or refer to related departments
- Build and deepen customer relationships by engaging with clients, understanding their account usage and financial goals, and following up regularly.
- Ensure all transactions and customer interactions strictly adhere to bank policies and procedures, federal and local regulations.
- Complete bank ongoing training and professional development courses to update knowledge on bank policies and regulations continually.
- Coordinate with BSA Department for internal inquiries and reviews.
- Contribute to the branch housekeeping tasks.
- Support other branches when needed.
- Perform duties as assigned by management.
- Comply with and adhere to all applicable regulatory requirements, policies, and procedures.
Benefits
- Medical, vision, dental, and life insurance
- generous sick days, vacation days, and holidays
- 401(k) company matching
- potential for discretionary bonus.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
