Deposit Management Relationship Officer

12:37 PM

Locations:  Downtown & West Los Angeles, Ontario, Long Beach, South Bay, San Fernando Valley     


This position is responsible for generating new core deposit business. The emphasis is to establish Deposit Management relationships. This position requires an expertise in Treasury Management and the ability to recognize all cross-selling opportunities to Commercial Lending, Residential Mortgage and Investment Management in an attempt to create strategic relationships.

•Generate new core deposit relationships with the Bank’s Deposit Management services. Responsible for selling all the Bank Deposit products, and Liquidity Asset Management Program – Sweep Repurchase Agreements

•Market the Bank’s Cash Management products and services. Responsible for establishing new clients along with providing expertise in demonstrations internally and externally.

•Provide short-term money management expertise for Bank’s Deposit Management clients. This includes managing clients’ clients’ day to day banking needs, involving operating accounts and cash management products, from overnight liquidity positions out to one year maturities. Requires knowledge of deposit products and services as well as other money market instruments.

•Account Management responsibilities include being primary contact and officer for all new client relationships established, as well as existing relationships. Requires knowledge of general banking operations as it relates to account management for these clients.

•Build internal and external relationships through exceptional problem solving, ownership and follow-through. Provide a high level of personalized sales and service support to key client and Strategic Relationships within the Bank.



-B.S. required
-5+ years of experience in Sales/Banking required

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