Relationship Manager

New Omni Bank N A•Irvine, CA
•$80,000 - $160,000•Onsite

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. 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.

Requirements

  • Bachelor’s degree in mathematics, accounting, finance, or related field required
  • At least 5 years of experience in commercial deposit aggregation
  • Demonstrated ability to develop new business and build and maintain banking relationships.
  • Strong understanding of business banking products and depository regulation
  • Strong communication, interpersonal, negotiation, and organizational skills.
  • Sound judgment and ability to independently manage priorities, follow through on commitments, and work effectively across departments.
  • Requires proficiency in Microsoft Office and familiarity with banking core systems.

Responsibilities

  • Develop and maintain profitable commercial banking relationships through active business development, networking, referrals, and calling efforts, with a primary focus on developing comprehensive banking relationships by identifying customer needs and introducing appropriate deposit, treasury management, and other Bank products and services.
  • Manage and grow a deposit portfolio, maintain high levels of service, monitor changing risk conditions, and proactively address customer needs.
  • Coordinate with Deposit Operations, branch staff, and other departments to facilitate client account opening and maintenance.
  • Maintain an active business development pipeline, document calling activities, and provide management with periodic forecasts of anticipated deposit production.
  • Maintain knowledge of market conditions, trends, applicable regulations, bank policies and procedures, and competitive offerings.
  • Represent the Bank professionally in the marketplace and participate in required training.
  • Perform other duties and responsibilities as assigned by management.
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