Hanmi Bank
SUMMARY
The Relationship Manager (“RM”) is responsible for managing and developing a portfolio of new and expanding existing productive and profitable relationships with clients with emphasis on business and industrial companies ranging from complex credits to deposit only relationships through external business development calls and referrals. The RM is ultimately responsible for all aspects of the client experience ranging from credit needs to customer service and operations.
Ensures compliance with established Bank policies and procedures. Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: GLBA (Gramm-Leach-Bliley Act), Regulation Z (Truth in Lending Act), Regulation DD (Truth in Savings Act) Regulation B (Equal Credit Opportunity Act), Dodd–Frank Wall Street Reform and Consumer Protection Act (Dodd Frank Act), Elder Abuse Laws, Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Right to Financial Privacy Act (state and federal) and Community Reinvestment Act.
REQUIRED DUTIES
Develop and manage a portfolio of private, business and/or industrial clients ranging from complex credits to deposit only relationships. Acts as lead negotiator with prospects & clients.
Grow revenue by successfully prospecting for new business and retaining and expanding existing client relationships via interest income, fee income and/or cash management revenue.
Identify and sell appropriate bank products and services to prospects and clients.
Build strong relationships with referral sources, centers of influence, etc.
Analyze the client's financial and operating strategies and recommend alternative or additional financial services to best meet the client's immediate and long-term personal and business needs.
Gather financial information and analyze potential customers’ and customers’ creditworthiness and financing requirements.
Structure credits jointly with Credit Officers and Department Managers.
Operate a computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority.
Achieve sales and service goals by utilizing effective sales practices to sell bank products, implementing effective customer service techniques, referring customers to appropriate business partners, and resolving customer issues as they arise.
Respond to and anticipate clients’ financial needs, solving problems and following through with exceptional service that provides a differentiated customer experience that supports our value proposition.
Proactively source, acquire and expand high value customer relationships by maximizing sale and service opportunities.
Minimize problem credits and/or delinquencies by maintaining high credit standards, good documentation procedures and timely collection efforts.
Meet with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met.
Respond to incoming emails and telephone calls in a professional manner to ensure that the client requests are met in a timely fashion.
Prepare and coordinate documents for client meetings and presentations.
Refer opportunities to segment partners where appropriate.
Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions.
Demonstrate knowledge of and adherence to EEO policy; show respect and sensitivity for cultural differences; educate others on the value of diversity; promote a working environment free of harassment of any type; build a diverse workforce and support affirmative action.
Follow policies and procedures; complete tasks correctly and on time; support the company’s goals and values.
Perform the position safely, without endangering the health or safety of themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.
Perform duties specific to the position and other functions as assigned.
MINIMUM REQUIREMENTS
Bachelor’s degree in Business, Finance, Accounting or related major required from an accredited college or university; or 3+ years in sales or relationship management; work related experience must consist of banking, financial services and/or client management, knowledge of financial analysis, risk evaluation, loan documentation and commercial loan experience.
Strong knowledge of various phases of sales management, including planning, goal setting, project/time management and selling techniques.
Excellent business development and client relationship skills.
Detail oriented with exceptional sales and analytical skills.
Requires the ability to create and conduct presentations and prepare final proposals for qualified prospects as a final step in establishing financial relationships.
Excellent interpersonal, verbal and written communication skills.
Intermediate skills in computer terminal and personal computer operation, mainframe computer system, word processing, typing and spreadsheet software programs to meet the needs of the position.
Intermediate math skills; ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs.
Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees.
Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
Ability to work with no supervision while performing duties.
Current driver’s license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.
Pay $59,000 - $104,000 per year. The salary reflects the full, reasonably expected salary range for this position. Salary is based on the candidate’s current experience, education, skills, and abilities related to the position. Successful candidates may be eligible for bonus, stock, commissions, and incentives at the Company’s sole discretion. We offer a comprehensive benefits package, which vary depending on the position ultimately offered. All employees are offered paid sick time off. Depending on the position offered, benefits packages may include vacation leave; paid holidays; medical, dental, vision, life and disability insurance packages for employees and dependents; various other voluntary benefit offers, and optional retirement accounts.
We are an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, gender expression, genetic information, or military or Veteran status, or any other characteristic protected by law.
The application window for this position is expected to close on January 27, 2026. Please complete your application through our company’s careers site at hanmi.com/careers. Applications submitted only through LinkedIn will not be reviewed in our hiring process.
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Ensures compliance with established Bank policies and procedures. Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: GLBA (Gramm-Leach-Bliley Act), Regulation Z (Truth in Lending Act), Regulation DD (Truth in Savings Act) Regulation B (Equal Credit Opportunity Act), Dodd–Frank Wall Street Reform and Consumer Protection Act (Dodd Frank Act), Elder Abuse Laws, Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Right to Financial Privacy Act (state and federal) and Community Reinvestment Act.
REQUIRED DUTIES
Develop and manage a portfolio of private, business and/or industrial clients ranging from complex credits to deposit only relationships. Acts as lead negotiator with prospects & clients.
Grow revenue by successfully prospecting for new business and retaining and expanding existing client relationships via interest income, fee income and/or cash management revenue.
Identify and sell appropriate bank products and services to prospects and clients.
Build strong relationships with referral sources, centers of influence, etc.
Analyze the client's financial and operating strategies and recommend alternative or additional financial services to best meet the client's immediate and long-term personal and business needs.
Gather financial information and analyze potential customers’ and customers’ creditworthiness and financing requirements.
Structure credits jointly with Credit Officers and Department Managers.
Operate a computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority.
Achieve sales and service goals by utilizing effective sales practices to sell bank products, implementing effective customer service techniques, referring customers to appropriate business partners, and resolving customer issues as they arise.
Respond to and anticipate clients’ financial needs, solving problems and following through with exceptional service that provides a differentiated customer experience that supports our value proposition.
Proactively source, acquire and expand high value customer relationships by maximizing sale and service opportunities.
Minimize problem credits and/or delinquencies by maintaining high credit standards, good documentation procedures and timely collection efforts.
Meet with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met.
Respond to incoming emails and telephone calls in a professional manner to ensure that the client requests are met in a timely fashion.
Prepare and coordinate documents for client meetings and presentations.
Refer opportunities to segment partners where appropriate.
Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions.
Demonstrate knowledge of and adherence to EEO policy; show respect and sensitivity for cultural differences; educate others on the value of diversity; promote a working environment free of harassment of any type; build a diverse workforce and support affirmative action.
Follow policies and procedures; complete tasks correctly and on time; support the company’s goals and values.
Perform the position safely, without endangering the health or safety of themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.
Perform duties specific to the position and other functions as assigned.
MINIMUM REQUIREMENTS
Bachelor’s degree in Business, Finance, Accounting or related major required from an accredited college or university; or 3+ years in sales or relationship management; work related experience must consist of banking, financial services and/or client management, knowledge of financial analysis, risk evaluation, loan documentation and commercial loan experience.
Strong knowledge of various phases of sales management, including planning, goal setting, project/time management and selling techniques.
Excellent business development and client relationship skills.
Detail oriented with exceptional sales and analytical skills.
Requires the ability to create and conduct presentations and prepare final proposals for qualified prospects as a final step in establishing financial relationships.
Excellent interpersonal, verbal and written communication skills.
Intermediate skills in computer terminal and personal computer operation, mainframe computer system, word processing, typing and spreadsheet software programs to meet the needs of the position.
Intermediate math skills; ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs.
Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees.
Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
Ability to work with no supervision while performing duties.
Current driver’s license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.
Pay $59,000 - $104,000 per year. The salary reflects the full, reasonably expected salary range for this position. Salary is based on the candidate’s current experience, education, skills, and abilities related to the position. Successful candidates may be eligible for bonus, stock, commissions, and incentives at the Company’s sole discretion. We offer a comprehensive benefits package, which vary depending on the position ultimately offered. All employees are offered paid sick time off. Depending on the position offered, benefits packages may include vacation leave; paid holidays; medical, dental, vision, life and disability insurance packages for employees and dependents; various other voluntary benefit offers, and optional retirement accounts.
We are an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, gender expression, genetic information, or military or Veteran status, or any other characteristic protected by law.
The application window for this position is expected to close on January 27, 2026. Please complete your application through our company’s careers site at hanmi.com/careers. Applications submitted only through LinkedIn will not be reviewed in our hiring process.
#J-18808-Ljbffr