Personal Banker

Personal Banker

Department: Premier Consumer & Retail Branch Banking

FLSA Status: Full Time/Non-Exempt

Reports to: Team Leader of Point of Service and Sales (POSS)

Location/Branch: Rowland Heights, CA

Seniority Level: Mid-Senior Level

Employment Type: Full Time

Salary: $20.00 to $30.00/ hour; $41,600 to $62,400 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.

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

For over four decades of 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.

Position Summary:

The Personal Banker serves as the face of the bank and is pivotal in maintaining the bank’s reputation, being responsible for delivering efficient and accurate customer service when performing various financial transactions. The role is centered around handling customer interactions with utmost precision, including but not limited to cashing checks, accepting deposits, and processing withdrawals, all while ensuring a high level of confidentiality and compliance with bank policies and federal regulations. Personal Banker also plays a crucial role in driving branch sales through cross-selling and referrals, contributing to the overall growth and customer satisfaction of the bank.

Supervisory responsibilities

• This job has no supervisory responsibilities.

Essential Job Functions and Responsibilities

(Duties not limited to those provided here):

Transaction Handling:

• Accurately process customer transactions such as deposits, withdrawals, transfers, and loan payments.
• Cash checks and pay out money after verifying signatures and customer balances.
• Maintain an accurate balance of cash drawers and reconcile discrepancies in accordance with bank procedures.

Customer Service and Sales:

• Provide excellent customer service by answering inquiries and addressing issues in a friendly and professional manner.
• Proactively engage with customers to understand their needs and recommend suitable bank products and services, contributing to branch sales goals through cross-selling and up-selling.
• Foster and maintain positive customer relationships by providing information and assistance regarding bank services, products, and promotions.
• Conduct outbound calling to existing and former bank customers to further promote bank products and services.

Referrals and Lead Generation:

• Identify opportunities to refer customers to appropriate bank specialists, maximizing customer engagement and branch profitability.
• Maintain an in-depth knowledge of all bank products and services to effectively cross-sell and make appropriate referrals.

Compliance and Risk Management:

• Strictly adhere to all bank policies, procedures, and federal and local regulations to prevent fraud and manage risk.
• Continually update knowledge on bank offerings, policies, and regulations through ongoing training and professional development.

Administrative Duties:

• Contribute to the cleanliness and overall appearance of the branch through various housekeeping tasks.
• Must occasionally lift or move items up to twenty-five pounds.
• Be able to commute and support other branches during staff vacation and shortages.

Qualifications:

1. College degree or equivalent. Further education in business or a related field is advantageous.
2. At least 2 years of prior experience in banking or finance
3. Bilingual skills desirable
4. Previous experience in customer service, cash handling, sales, or a related role is preferred.
5. Skills:

• Exceptional customer service and interpersonal communication skills.
• Proficient with basic computer applications and the ability to operate standard office equipment.

Working Conditions:

• May require occasional extended hours to meet operational and sales needs.
• Standard office environment with occasional travel as needed.

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.