Top 670 Banking relationship manager Jobs in Monterey Park, 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
Investor Relations and Capital Growth Manager
F2 Finance —Santa Monica, CA
- $100,000 - $150,000 a year
- Full-time
- Marketing
- Office
- 3 years
- Paid holidays
- Health insurance
Quick Apply
12d
Financial Services Executive Fast Track to Management
New York Life —Glendale, CA
- $85,000 - $260,000 a year
- Weekends as needed
- Hybrid work
- Background check
- Sales
- Customer service
- Paid training
- Health savings account
Quick Apply
Manager Mortgage Operations Excellence - Empower LOS
City National Bank —Los Angeles, CA
- $122,535 - $208,715 a year
- Residential
- 3 years
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
5d
Business Banking Relationship Manager
BMO Financial —Los Angeles, CA
- $63,300 - $117,200 a year
- Part-time
- Mid-level
- Office
- Databases
- Health insurance
- Tuition reimbursement
De Novo Bank Manager
BMO Financial —Long Beach, CA
- $81,400 - $151,800 a year
- Part-time
- 5 years
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
20h
De Novo Bank Manager
BMO Financial —Garden Grove, CA
- $74,000 - $138,000 a year
- Part-time
- 5 years
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
20h
Automotive Sales Team Manager
Westlake Services, LLC —Los Angeles, CA
- $72,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Wellness program
- Paid holidays
Quick Apply
Portfolio Manager I
City National Bank —Long Beach, CA
- $41.83 - $66.81 an hour
- Finance
- Analysis skills
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
4d
Portfolio Manager I
City National Bank —Los Angeles, CA
- $41.83 - $66.81 an hour
- Finance
- Analysis skills
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
4d
Commercial Business Banking Team Lead- Los Angeles, CA
California Bank & Trust —Los Angeles, CA
- $168,000 - $187,000 a year
- Customer service
- Office
- Finance
- Profit sharing
- Paid training
Assistant Store Manager - No Nights!
SmartStop Self Storage —San Gabriel, CA
- From $19 an hour
- Full-time
- Background check
- Mid-level
- Reliable transportation
- Disability insurance
- Health insurance
5d
Branch Service Manager- West Los Angeles, CA
California Bank & Trust —Los Angeles, CA
- $64,000 - $108,000 a year
- Word processing
- Computer literacy
- Office
- Profit sharing
- Paid training
Compliance Officer-Deposits and Payment Operations
City National Bank —Los Angeles, CA
- $70,000 - $145,000 a year
- 5 years
- Research
- Analysis skills
- Health insurance
- Dental insurance
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
Compliance Officer-Deposits and Payment Operations
City National Bank —Los Angeles, CA
- $70,000 - $145,000 a year
- 5 years
- Research
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Compliance Officer-Deposits and Payment Operations
City National Bank —Studio City, CA
- $70,000 - $145,000 a year
- 5 years
- Research
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Senior Manager - Investment Management Governance Office - RNDIP/ Reg R
City National Bank —Los Angeles, CA
- $200,000 - $325,000 a year
- 7 years
- Analysis skills
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Regional Sales Manager
Westlake Services, LLC —Los Angeles, CA
- $72,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Wellness program
- Paid holidays
Quick Apply
Compliance Specialist Senior Wealth Management
City National Bank —Los Angeles, CA
- $85,000 - $145,000 a year
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health insurance
- Dental insurance
Quick Apply

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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

banking relationship manager jobs in monterey park, ca

Universal Banker - Bilingual Chinese Preferred

Investor Relations and Capital Growth Manager

Financial Services Executive Fast Track to Management

Manager Mortgage Operations Excellence - Empower LOS

Business Banking Relationship Manager

De Novo Bank Manager

De Novo Bank Manager

Automotive Sales Team Manager

Portfolio Manager I

Portfolio Manager I

Commercial Business Banking Team Lead- Los Angeles, CA

Assistant Store Manager - No Nights!

Branch Service Manager- West Los Angeles, CA

Compliance Officer-Deposits and Payment Operations

Business Development Officer

Compliance Officer-Deposits and Payment Operations

Compliance Officer-Deposits and Payment Operations

Senior Manager - Investment Management Governance Office - RNDIP/ Reg R

Regional Sales Manager

Compliance Specialist Senior Wealth Management

I want to receive the latest job alert for banking relationship manager in monterey park, ca

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