- Responsible for managing and coordinating the deposit account opening and deposit customer onboarding in a timely and efficient manner.
- Identify opportunities for streamlining and improving account opening procedures working closely with internal teams to enhance overall efficiency (including with regard to deposit control/tri-party or similar agreements).
- Provide exceptional customer service by addressing inquiries, resolving concerns, and providing guidance.
- Liaise with internal teams on BSA/AML/KYC matters to ensure alignment to requirements and standards.
- Supervise the account opening, account maintenance, and where appropriate execution of Bank’s duties as depository institution under deposit control/tri-party or similar agreement.
- Adhere to policies and procedures plus industry and regulatory compliance.
- Work with relevant internal support groups on account opening and on-going account maintenance.
- Provide highest level of customer service when needed.
- Take customer centric approach to problem solving ensuring high level of service while adhering to regulatory and bank requirements and expectations.
- Ensure all deposit control/tri party or similar agreements are in alignment with bank’s operational abilities.
- Ensure implementation of practices and procedures to ensure high level of performance and ability to meet expectations regarding deposit control/tri-party or similar agreements.
Job Qualifications/Requirements
Education/Credentials
- Minimum Education Level: bachelor’s degree (preferably in Finance, Business or Economics).
Prior Experience
- Minimum Job Experience: 7+ years’ experience in commercial banking.
Technical Skills
- Required: Must be able to work independently, a motivated self-starter with a disciplined approach to business development.
Computer/software skills: Proficient in Excel, Word, PowerPoint, and Outlook.
The salary range for this full-time position is $140,000.00 annually - $150,000.00 annually + bonus + benefits
Salary ranges are determined based on qualifications, level, and location.
Exact compensation may vary based on your skills and experience.
Bank of Hope is an equal employment opportunity employer and does not discriminate on the basis of race, color, gender, religion, age, sexual orientation, genetic information, national or ethnic origin, disability, marital status, veteran status or any other basis protected by federal, state, or local law.