Top 470 Banking relationship manager 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
Wealth Planner
Sunflower Bank NA —Irvine, CA
- $78,000 - $113,000 a year
- Online Application
- CPA
- Mid-level
- Office
- Paid holidays
- Dental insurance
Quick Apply
Branch Manager
Pasadena Federal Credit Union —Pasadena, CA
- $62,058.28 - $105,000.00 a year
- Full-time
- Office
- Finance
- Business development
Quick Apply
Sr. Community Manager - LIHTC & Conventional- Scattered Sites
Quality Management Group Inc —Ontario, CA
- $33 - $35 an hour
- Weekends as needed
- Microsoft Outlook
- Inventory management
- Word processing
Quick Apply
Commercial Portfolio Manager
America's Christian Credit Union —Glendora, CA
- $30.06 - $45.09 an hour
- Full-time
- Hybrid work
- Mid-level
- Finance
- 1 year
- Health insurance
- Dental insurance
Quick Apply
SVP, Relationship Manager
Enterprise Bank and Trust —Cerritos, CA
- $206,340 - $252,194 a year
- Full-time
- Microsoft Word
- Background check
- 7 years
- Paid time off
Quick Apply
Account Manager
First National Capital Corp. —Irvine, CA
- $75,000 - $100,000 a year
- Full-time
- Sales
- Marketing
- 11+ years
- Health savings account
- Health insurance
Quick Apply
Senior Account Manager
First National Capital Corp. —Irvine, CA
- $110,000 - $130,000 a year
- Email
- Sales
- 11+ years
- Office
- Health savings account
- Health insurance
Quick Apply
Portfolio Manager II - Business Banking
City National Bank —Irvine, CA
- $44.28 - $75.42 an hour
- Finance
- Analysis skills
- Bachelor's degree
- Health insurance
- Dental insurance
Account Manager (Business Funding)
Probably Funding —Costa Mesa, CA
- $20 - $24 an hour
- Full-time
- Mid-level
- In-person
- 1 year
- Health savings account
- Paid holidays
Quick Apply
Senior Universal Banker (Bilingual Chinese Preferred)
EverTrust Bank —Alhambra, CA
- From $24.04 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Business Development Officer
First Commercial Bank(USA) —Alhambra, CA
- From $64,000 a year
- Full-time
- Background check
- Sales
- English
- Health insurance
- Dental insurance
Quick Apply
Account Manager (Business Funding)
Probably Funding —Costa Mesa, CA
- $20 - $46 an hour
- Full-time
- Background check
- Sales
- Mid-level
- Health savings account
- Paid holidays
Quick Apply
Sales Development Representative
Probably Funding —Costa Mesa, CA
- $20 an hour
- Full-time
- Sales
- Salesforce
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
9d
Banking Credit Analyst -Japanese Bilingual
PASONA N A, INC. —Los Angeles, CA
- $80,000 - $90,000 a year
- Email
- Hybrid work
- Microsoft Excel
- English
- Mid-level
SBA Lending Specialist
BMO Financial —City of Industry, CA
- $63,300 - $117,200 a year
- Part-time
- Mid-level
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
5d
Mortgage Loan Officer / Mortgage Banker / Branch Manager
Citizens Financial —California
- $49,999.99 - $149,999.99 a year
- Part-time
- Remote
- Mid-level
- Communication skills
- Health insurance
- 401(k)
Quick Apply
4d
Finance Manager (Bilingual Mandarin Required)
CWILL —California
- $80,000 - $120,000 a year
- Full-time
- Remote
- CPA
- English
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
11d
Underwriting Specialist OR Executive Underwriter - Large Contract Surety
Zurich Insurance Company Ltd. —California
- $75,000 - $165,000 a year
- Full-time
- Hybrid work
- Mid-level
- High school diploma or GED
- Business development
Executive Director (Senior Living)
Allara Senior Living —Rancho Cucamonga, CA
- $170,000 - $175,000 a year
- Weekends as needed
- Background check
- Customer service
- 3 years
- Paid training
- Paid holidays
Quick Apply
6d

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banking relationship manager 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
Checking account customer support
Account management
Cash handling
Bill payment support
Time management

Full Job Description

EverTrust Bank is seeking a Universal Banker to deliver efficient, in-person customer service and build strong client relationships. This role processes transactions, opens accounts, identifies customer needs, and recommends or refers appropriate products and services, ensuring accuracy and adherence to 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

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

banking relationship manager jobs in diamond bar ca

Universal Banker - Bilingual Chinese Preferred

Wealth Planner

Branch Manager

Sr. Community Manager - LIHTC & Conventional- Scattered Sites

Commercial Portfolio Manager

SVP, Relationship Manager

Account Manager

Senior Account Manager

Portfolio Manager II - Business Banking

Account Manager (Business Funding)

Senior Universal Banker (Bilingual Chinese Preferred)

Business Development Officer

Account Manager (Business Funding)

Sales Development Representative

Banking Credit Analyst -Japanese Bilingual

SBA Lending Specialist

Mortgage Loan Officer / Mortgage Banker / Branch Manager

Finance Manager (Bilingual Mandarin Required)

Underwriting Specialist OR Executive Underwriter - Large Contract Surety

Executive Director (Senior Living)

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