Job Details
Overview
The Deposit Relationship Manager provide banking services to high net worth, Business and Commercial Clients.
* Location: San Gabriel - CA
* Job Type: Full-time
Duties and Responsibilities
* Supports and develops new and additional deposits, cash management and bank services revenue.
* Manages a portfolio of deposit clients.
* Prepares Cash Management documentation and recommends ACH, Wire, and RDC limits for their prospects and clients.
* Maintains ongoing visibility with client base.
* Other duties as assigned.
Qualifications:
EDUCATION/CERTIFICATION:
* Bachelor's degree in business administration or related field, and/or five years of experience in bank operations or back office operations role.
REQUIRED KNOWLEDGE:
* Thorough knowledge of bank services and products.
* Working knowledge of all branch operations and functions including Central Operations and Cash Management.
* Thorough knowledge of compliance regulations including BSA.
* Working knowledge of MS Office products (Excel, Word, and Outlook).
* Advanced knowledge of banking laws and regulations.
EXPERIENCE REQUIRED:
* At least five years of experience in bank operations.
SKILLS/ABILITIES:
* Demonstrates leadership skills. Ability to manage, supervise, instruct, and coach.
* Solid analytical abilities. Ability to make independent decisions and utilize sound judgement.
* Excellent organizational and problem solving abilities.
* Excellent interpersonal and communication skills.
BENEFITS:
* Relationship Manager - Deposit (salary commensurate with experience)
* Medical, Dental, and Vision insurance.
* LTD and Life Insurance
* 401K
* Paid vacation and sick days
* 11 paid holidays per year