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Business Banking Relationship Manager

Business Banking Relationship Manager

Job ID 
Job Locations 
US-CA-Laguna Hills
Job Type 
Regular Full-Time
Business Banking

More information about this job


BofI Federal Bank [NASDAQ: BOFI] with over $8 billion in assets, is one of the fastest growing on-line, branchless banks in the nation and rated top 5 of Internet banks in the country!


Join exceptional new team of professionals working out of our Orange County office

 Inside commercial banking sales support that teams up with BDO's to onboard and service the day​ to day needs of the large deposit Clients in the area integral to maintaining superior customer service and retention


Job responsibilities include:

  • Assist with establishing new Clients
  • Gather legal documentation
  • Provide bank documents to Client for completion

  • Due diligence for business and Clients

  • Onboard new accounts working with BSA and Operations department

  • Work with Cash Management to have Client set up on Online Banking services and products (online banking, analysis, etc.)

  • Maintain Client contact after account opening

  • Answer Client questions and perform servicing when requested (wires, stop payments, online banking, etc.)

  • Open new accounts for established entities      

Key Skill Sets or Knowledge Requirements:

  • Understanding of the commercial banking operating system requirements of Commercial clients and fiduciaries
  • Excellent verbal and written communication skills
  • "Customer First" can-do attitude

Desired Career Experience & Education Requirements:

  • 2+ years in banking, servicing large and complex commercial depositors
  • Recent responsibilities for dealing day to day directly with large, complex commercial accounts.
  • BA​ or equivalent experieince​


Job Functions & Work Environment:


While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.


The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.



Equal Employment Opportunity:


BofI Federal Bank is an equal opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state and local laws.