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
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