Job Description

Job Description

Job Description

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, coming from diverse backgrounds, finding it hard to get precise banking solutions for their unique needs.

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.

Personal Banker

Position Summary

Under the direction of the Team Leader, our Senior Personal Bankers are responsible for providing clients with both personal and business banking solutions to meet their financial service needs. Each Senior Personal Banker is knowledgeable about banking solutions and provides excellent customer service by opening accounts, processing clients transactions, and servicing requests efficiently.

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

• Present bank products and services with in-depth knowledge to internal and external customers.
• Provide banking services to new and existing customers including customer transactions, opening accounts, and account maintenance in accordance with standard procedures and excellent customer experience standards.
• Introduce and demonstrate digital and self-service options to customers.
• Establish, maintain, deepen, and broaden customer relationships by providing personalized financial service by following up with customers on a regular basis.
• Listen to and communicate with customers to understand and meet individual customer needs. Optimize positive relationships with customers, prospective customers, and co- workers.
• Maintain and control the security of a cash drawer. Balance cash drawer and transactions processing in accordance with Bank procedures.
• Obtain a notary license on behalf of the institution and act as a notary for customer documents.
• May be responsible for bank opening and/or closing procedures.
• Review assigned operations reports, certification, and other transaction activities.
• Work as a team and contribute to the overall achievement of the bank’s objectives.
• Meet expectations for attendance and punctuality.
• Comply with Bank policy and procedures and banking regulations.
• Participate in on-going training
• Comply with and adhere to all applicable regulatory requirements, policies, and procedures.
• Other duties as assigned

Qualifications

• College degree required.
• Previous experience in financial service required.
• Notary license preferred. Alternatively, willingness to obtain notary license required.
• Bilingual required. Mandarin preferred.
• Excellent customer service skills, attentive and professional in dealing with both customers and co- workers.
• Effective selling, cross-selling, and referral skills.
• Strong mathematical skills.
• Strong communication and organization skills.
• Detail oriented.
• Competence with computers, telephone, 10-key calculator, and other office machinery.

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.

Department: Branch Operations

FLSA Status: Full Time/ Non-Exempt

Reports to: Team Leader

Location/Branch: Irvine

Seniority Level: Mid-Level

Employment Type: Full Time

Salary: $50,000.00 - $70,000 a year. Exact compensation may vary based on experience, skills, knowledge, and education.

Benefits: Medical, vision, dental, and life insurance, generous sick days, vacation days, and holidays, 401(k) company matching, potential for discretionary bonus.

Job Tags

Similar Jobs