Relationship Manager

Job Description

Job Description

Relationship Manager

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

FLSA Status: Full Time/Exempt

Location/Branch: Irvine, CA

A Relationship Manager is responsible for developing, maintaining, and growing banking relationships that contribute to the Bank’s overall business objectives. This position works with existing and prospective customers to understand their financial needs and provide appropriate deposit and other banking solutions.

 

Essential Job Functions and Responsibilities (Duties not limited to those provided here):

• 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.

Qualifications:

• 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. 

 

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.