New Omni Bank
David Lee has over 19 years of experience in the banking industry, holding various leadership roles at multiple banks. David currently serves as the Senior Vice President and Director of Retail Banking at New Omni Bank, where they oversee all banking activities within the Retail Banking and Consumer Lending Department. Prior to their current role, David was the Vice President and Consumer Banking Market Manager at Bank of America, where they led and coached a team of Financial Center Managers and Relationship Managers. David has also held roles at EY, CTBC Bank Corp. (USA), EverTrust Bank, East West Bank, and Wells Fargo, where they gained extensive experience in managing retail branches, developing new deposit and lending products, and achieving sales targets. Throughout their career, David has demonstrated strategic planning, budgeting, and collaboration skills, and has a strong track record of driving financial growth and customer satisfaction.
David Lee received a Bachelor's Degree in Music Performance from UC Irvine between 1999 and 2003. David later pursued a Master of Business Administration (M.B.A.) in Business Administration and Management, General at the University of California, Irvine - The Paul Merage School of Business from 2010 to 2012. Additionally, David has obtained various certifications such as Notary Signing Agent from the California Secretary of State in July 2021, Business and Commercial Lending Certificate from the American Bankers Association in January 2021, Residential Mortgage Lender Certificate from the American Bankers Association in January 2021, Small Business Banker Certificate from the American Bankers Association in September 2020, Property Broker-Agent and Casualty Broker-Agent from the California Department of Insurance in April 2018, Life, Accident and Health Insurance Agent from the California Department of Insurance in October 2015, Real Estate Salesperson from the California Department of Real Estate in October 2015, and Mortgage Loan Originator from NMLS in May 2011.
New Omni Bank
New Omni Bank, N.A. (“Omni”, “we”, “us” or “our”), a national-chartered FDIC insured bank, began its operations in Monterey Park, California, in 1979. New Omni Bank is a full-service, relationship oriented commercial bank serving consumers and businesses throughout Southern California. Our service network includes two banking offices, one in each of the communities of Alhambra and Rowland Heights. Recognizing the diversity, multiethnic, and the demands of the communities that we served, we take pride in offering a wide spectrum of non-complex product lines tailored to the financial needs of consumers, small businesses, and real estate investors. We are also staffed with seasoned bankers readily available to deliver expertise service in the intricate realm of SBA loan financing and commercial lending. Customer focus and elevating customer value are the essence of our initiatives. We are constantly in pursuit of creating an environment that makes it easier for you to do business with. We promote a strong working culture of responsiveness, speed, flexibility, reliability, shared accountability, and effective governance controls. “Just Simpler and Better...We Make It Easier To Do Business With”