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Relationship Officer

Ultimate Staffing
San Diego, CA Full Time
POSTED ON 1/17/2025 CLOSED ON 4/15/2025

What are the responsibilities and job description for the Relationship Officer position at Ultimate Staffing?

The role is responsible for delivering exceptional service to bank clients by anticipating their needs and exceeding expectations while maintaining strong communication with customers and staff. You will manage new account openings, ensure accurate document production, and identify opportunities for cross-selling products to meet client needs. Additionally, you'll handle wire transactions, safeguard vault and cash assets, and perform various other tasks, including serving as a Notary Public and ensuring compliance with legal documentation and fraud prevention measures.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county , to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

Relationship Manager
CalPrivate Bank -
San Diego, CA

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