Relationship Manager
Job in
La Palma, Orange County, California, 90623, USA
Listing for:
Hanmi Bank
Full Time
position
Listed on 2026-01-12
Job specializations:
-
Sales
Business Development, Client Relationship Manager
-
Business
Business Development, Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly
USD
100000.00
125000.00
YEAR
Job Description & How to Apply Below
Summary
The Relationship Manager ("RM") is responsible for managing and developing a portfolio of new and expanding existing productive and profitable relationships with clients with emphasis on business and industrial companies ranging from complex credits to deposit-only relationships through external business development calls and referrals. The RM is ultimately responsible for all aspects of the client experience ranging from credit needs to customer service and operations.
Ensures compliance with established Bank policies and procedures. Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: GLBA (Gramm-Leach-Bliley Act), Regulation Z (Truth in Lending Act), Regulation DD (Truth in Savings Act), Regulation B (Equal Credit Opportunity Act), Dodd–Frank Wall Street Reform and Consumer Protection Act (Dodd Frank Act), Elder Abuse Laws, Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Right to Financial Privacy Act (state and federal) and Community Reinvestment Act.
DUTIES
Develops and manages a portfolio of private, business and/or industrial clients ranging from complex credits to deposit only relationships. Acts as lead negotiator with prospects & clients.Grows revenue by successfully prospecting for new business and retaining and expanding existing client relationships via interest income, fee income and/or cash management revenue.Identifies and sells appropriate bank products and services to those prospects and clients.Builds strong relationships with referral sources, centers of influence, etc.Analyzes the client's financial and operating strategies and recommends alternative or additional financial services to best meet the client's immediate and long-term personal and business needs.Gathers financial information and analyzes potential customers’ and customers’ creditworthiness and financing requirements.Structures credits jointly with Credit Officers and Department Managers.Operates computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority.Achieves sales and service goals by utilizing effective sales practices to sell bank products, implementing effective customer service techniques, referring customers to appropriate business partners, and resolving customer issues as they arise.Responds to and anticipates clients’ financial needs, solving problems and following through with exceptional service that provides a differentiated customer experience that supports our value proposition.Proactively sources, acquires and expands high value customer relationship by maximizing sale and service opportunities.Minimizes problem credits and/or delinquencies by maintaining high credit standards, good documentation procedures and timely collection efforts.Meets with customers on a regular basis to enhance the trusted advisor relationship and become a trusted advisor to ensure business needs are being met.Responds to incoming emails and telephone calls in a professional manner to ensure that the client requests are met in a timely fashion.Prepares and coordinates documents for client meetings and presentations.Refers opportunities to segment partners where appropriate.Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values.Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with…
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
