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Job Details

Senior Personal Banker

  2026-06-01     New Omni Bank N.A     Irvine,CA  
Description:

Job Description Job Description Employment Type: Full TimeSalary: $23.00/hour to $26.00/hour 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 FutureAt 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 BankWe 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 SummaryThe Personal Banker's primary function and responsibility is to provide personalized banking service for clients.Essential Job Functions and Responsibilities(Duties not limited to those provided here):Cash and Transaction HandlingAccurately process customer transactions including deposits, withdrawal, account transfers, wires and loan payments.Ensure safe handling of cash, prevent discrepancies and avoid fraud and loss in accordance with bank policies and procedures.Providing Banking Services to ClientsBe knowledgeable of all bank depository products and services.Open and close depository accounts for consumer and business clientsAssist clients with account maintenance and updatesProvide accurate and efficient services to maintain existing clients and contribute to branch sales goals through cross-selling and referrals.Review reports and anticipate client needsAssisting Digital and Self-Service ProductsIntroduce and educate clients about bank self-service and digital banking toolsEncourage clients to adopt digital banking to increase efficiency and customer satisfaction.Sales and Relationship BuildingIdentify needs and opportunities of existing and new clients to suggest appropriate banking products or refer to related departmentsBuild and deepen customer relationships by engaging with clients, understanding their account usage and financial goals, and following up regularly.Compliance and Risk ManagementEnsure all transactions and customer interactions strictly adhere to bank policies and procedures, federal and local regulations.Complete bank ongoing training and professional development courses to update knowledge on bank policies and regulations continually.Coordinate with BSA Department for internal inquiries and reviews.Operational and Administrative DutiesContribute to the branch housekeeping tasks.Support other branches when needed.Perform duties as assigned by management.Comply with and adhere to all applicable regulatory requirements, policies, and procedures.QualificationsBachelor's degree requiredAt least 2 years of banking experience with direct contact with clients required.Mandarin language skills strongly preferred.Essential skills include strong communications skills and ability to relate to clients, active listening, patience, ability to multi-task and prioritize multiple requests and tasks, and attention to detail.Experience utilizing core banking systems preferred.Notary License preferred or willingness to obtain a notary license.Physical DemandsThe 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.


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