Top 123 Relationship banker Jobs in Diamond Bar, Ca

Universal Banker - Bilingual Chinese Preferred
EverTrust Bank —Alhambra, CA
- $19 - $23 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Associate Banker-Bilingual Chinese Preferred
East West Bank —Irvine, CA
- $20.00 - $21.50 an hour
- Weekends as needed
- Microsoft Excel
- High school diploma or GED
- Bachelor's degree
- Opportunities for advancement
Associate Banker-Bilingual Chinese Preferred
East West Bank —Arcadia, CA
- $20.00 - $21.50 an hour
- Weekends as needed
- Microsoft Excel
- High school diploma or GED
- Bachelor's degree
- Opportunities for advancement
Quick Apply
Associate Banker-Bilingual Chinese Preferred
East West Bank —Cerritos, CA
- $20.00 - $21.50 an hour
- Weekends as needed
- Microsoft Excel
- High school diploma or GED
- Bachelor's degree
- Opportunities for advancement
Quick Apply
Business Banker - Pasadena, CA
California Bank & Trust —Pasadena, CA
- $100,000 - $145,000 a year
- Customer service
- Word processing
- Mid-level
- Profit sharing
- Paid training
Personal Banker - Pasadena, CA
FIREFIGHTERS FIRST CREDIT UNION —Pasadena, CA
- $63,255 - $70,283 a year
- Urgently hiring
- Mid-level
- Office
- High school diploma or GED
- AD&D insurance
- Paid holidays
Quick Apply
3d
Relationship Banker
Bank of America —Eastvale, CA
- $25.00 - $26.77 an hour
- Extended hours
- Office
- Finance
- High school diploma or GED
Relationship Banker -Ontario Market
Bank of America —Rancho Cucamonga, CA
- $25.00 - $26.77 an hour
- Extended hours
- Office
- Finance
- Business development
Relationship Banker - Chino
Orange County's Federal Credit Union —Chino, CA
- $23 - $27 an hour
- Full-time
- Mid-level
- Office
- 2 years
- Paid holidays
- Health insurance
Quick Apply
2d
Relationship Banker II
Cathay Bank —Diamond Bar, CA
- $22 - $25 an hour
- Extended hours
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Disability insurance
Quick Apply
Relationship Banker - San Gabriel Area
Bank of America —San Gabriel, CA
- $25.00 - $26.77 an hour
- Extended hours
- Office
- Finance
- High school diploma or GED
Relationship Banker - Orange County East Market
Bank of America —Irvine, CA
- $25.00 - $26.77 an hour
- Extended hours
- Office
- Finance
- Business development
Assistant Branch Manager
East West Bank —Rowland Heights, CA
- $71,000 - $77,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Opportunities for advancement
Relationship Banker - Central Heights Market, Bilingual Mandarin Required
Bank of America —Hacienda Heights, CA
- $25.00 - $26.77 an hour
- Extended hours
- Office
- Finance
- High school diploma or GED
Bank Sales & Service Representative (Universal Banker)
First Citizens Bank —La Verne, CA
- $20 - $28 an hour
- Full-time
- Office
- High school diploma or GED
- Communication skills
SENIOR UNIVERSAL BANKER / NEW ACCOUNTS - FLOATER
Universal Bank —West Covina, CA
- $22 - $26 an hour
- Email
- Spanish
- Basic math
- English
Retail Relationship Banker
BMO Financial Group —Irvine, CA
- $45,900 - $75,900 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
Relationship Banker
City National Bank —Riverside, CA
- $22.27 - $33.43 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
10d
Relationship Banker - Fullerton
Orange County's Federal Credit Union —Fullerton, CA
- $22 - $26 an hour
- Full-time
- Mid-level
- Office
- 2 years
- Paid holidays
- Health insurance
Quick Apply
11d
Associate Banker
East West Bank —Arcadia, CA
- $20.00 - $21.50 an hour
- Weekends as needed
- Microsoft Excel
- Office
- High school diploma or GED
- Opportunities for advancement
Quick Apply

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relationship banker jobs near diamond bar, ca

Universal Banker - Bilingual Chinese Preferred

EverTrust Bank -
Alhambra, CA

Quick Apply

Job Details

Full-time
$19 - $23 an hour

Benefits

Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching
Paid sick time

Qualifications

Microsoft Excel
Microsoft Outlook
Account development
High school diploma or GED
Customer relationship management
Account management
Cash handling
Time management

Full Job Description

POSITION OVERVIEW:

The Universal Banker serves as a front-line representative of the Bank, providing quality customer service while supporting clients' day-to-day banking needs and fostering long-term relationships. This role processes transactions, opens accounts, identifies customer needs, and recommends or refers appropriate products and services while ensuring accuracy and compliance with applicable regulations, including BSA, CTR, OFAC, and CIP.

GENERAL DESCRIPTION OF DUTIES:

With a firm understanding of the bank products/services and the customer’s current relationship, offers information on Bank products and services that can benefit the customer and enhance their banking relationship. Carefully evaluates needs of potential customers and offers appropriate financial products and services resulting in referrals.

Receives checks and cash for deposit to savings, certificate of deposit and checking accounts, verifies deposit amounts, examines checks for endorsement and negotiability.
Cashes check and pays money from savings and checking account upon verification of signatures and customer account balances. Inspects all checks,cashier’s check, money orders, savings/certificate of deposit withdrawals, to determine their negotiability.
Prepares and compiles new customer application and information to open new accounts.
Provides ongoing relationship servicing with current customers to maintain goodwill and gain additional business.
Informs and advises customers of status or enhancements to current account productivity, and suggests resolution on account disputes and other account activity.
Responds to customer inquiries and requests regarding account.
Uses customer interactions as an opportunity to educate and cross-sell customers on Bank’s products and services, including deposit accounts and loans. Exercises sound customer service and sales techniques to identify customers’ needs. Fully explains the features and benefits of the Bank’s accounts and services making appropriate referrals based on customers’ needs.
Acts as an expert and trusted resource for all direct-to-consumer products including online & mobile banking, mobile check deposit, bill pay, funds transfer, online statements, online loan & deposit acquisition, telephone & text message banking, ATMs, and the Bank’s corporate website, among others.
Supports Bank security and fraud prevention efforts by identifying, investigating (within scope), and promptly escalating suspicious activity, potential fraud, and policy exceptions to appropriate internal teams in accordance with Bank procedures.
Maintains strict adherence to all Bank policies and procedures as well as Federal and State banking regulations, including but not limited to Bank Secrecy Act (BSA), Anti-Money Laundering (AML) requirements, Customer Identification Program (CIP), Know Your Customer (KYC) standards, OFAC compliance, and Currency Transaction Report (CTR) monitoring and escalation requirements. Ensures accurate identification, documentation, and reporting of suspicious or reportable transactions in accordance with regulatory guidelines and Bank policy.
Maintains a firm understanding of new products and services.
Generates new business to assist in meeting establishment profitability goals.
Answers and routes telephone calls, takes messages, provides information and directs calls to appropriate staff as necessary.
Manages multiple priorities and holds self-accountable for performance.
Maintains a professional appearance and exhibits behavior that is in accordance with Bank policy and standards.
Assist Branch Manager or Customer Service Manager on projects as necessary.
Receives bank visitors, provides information and directs them to appropriate staff as necessary.
Performs other duties as required.
Completes all required compliance training on an annual basis.

QUALIFICATIONS

Education:

High School Diploma or GED required

Experience:

1+ year of banking, retail, or customer service experience preferred
Cash handling or customer-facing experience is a plus but not required

Job Skills & Knowledge:

Strong sales, interpersonal, organizational, and time management skills
Working knowledge of retail banking products (checking, savings, CDs, basic loans)
Ability to independently open and service deposit accounts
Proficient in identifying customer needs and cross-selling basic products
Strong accuracy in cash handling and transaction processing
Proficiency in Microsoft Office (Outlook, Excel, Word) required
Ability to work in a performance-driven environment with sales goals

Language:

Working proficiency in Chinese is preferred to support efficient business communication

EverTrust Bank is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees without regard to race, color, religion, sex, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Pay: $19.00 - $23.00 per hour

Benefits:

401(k) matching
Dental insurance
Health insurance
Paid sick time
Paid time off
Vision insurance

Application Question(s):

Will you now or in the future require the company to sponsor your employment authorization (e.g. H1-B, TN, E-3, or other employer-sponsored status)?
Do you speak any languages other than English?

If yes, please list the language(s) and your level in speaking, reading, and typing.

Are you available to work onsite at the designated location (333 E. Main St., Suite D

Alhambra, CA 91801) Monday – Friday from 08:45 AM to 05:30 PM?

What is your expected compensation range? Please specify.

Education:

High school or equivalent (Required)

Experience:

Cash handling: 1 year (Preferred)
banking (retail branch): 1 year (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

relationship banker jobs in diamond bar, ca

Universal Banker - Bilingual Chinese Preferred

Associate Banker-Bilingual Chinese Preferred

Associate Banker-Bilingual Chinese Preferred

Associate Banker-Bilingual Chinese Preferred

Business Banker - Pasadena, CA

Personal Banker - Pasadena, CA

Relationship Banker

Relationship Banker -Ontario Market

Relationship Banker - Chino

Relationship Banker II

Relationship Banker - San Gabriel Area

Relationship Banker - Orange County East Market

Assistant Branch Manager

Relationship Banker - Central Heights Market, Bilingual Mandarin Required

Bank Sales & Service Representative (Universal Banker)

SENIOR UNIVERSAL BANKER / NEW ACCOUNTS - FLOATER

Retail Relationship Banker

Relationship Banker

Relationship Banker - Fullerton

Associate Banker

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