Foreign Exchange Dealer, Officer Details

Cathay Bank - El Monte, CA

Employment Type : Full-Time

People Drive Our Success

Are you enthusiastic, highly motivated, and have a strong work ethic? Would you like to work for a company that is ranked Top 20 on the Forbes Best Banks in America 2021 list? If yes, come join our team! At Cathay Bank – we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for nearly 60 years and persevered through many economic cycles due to our team members’ drive and optimism. Together we can make a difference in the financial future of our communities.

We offer a competitive benefits package and comprehensive training programs so you can focus on your long-term professional career and your next steps at Cathay Bank. Apply today!


GENERAL SUMMARY
Within established policies and department procedures, profile corporate and high-net worth clients to recommend and deliver a full range of Foreign Exchange products to achieve set goals.
ESSENTIAL FUNCTIONS

  • Profile corporate and high-net worth clients and recommend applicable foreign exchange products.
  • Partner with various business lending units and branches to develop business opportunities by visiting prospective clients and conducting product presentations to solicit new business.
  • Develop and maintain commercial and retail client relationships.
  • Achieve set goals in fee income and deposit growth.
  • Quote exchange rate, execute transactions/follow-ups, and perform all aspects of new account opening procedure independently.
  • Attend networking activities to develop self-sourced business opportunities and new business relationships.
  • Conduct client seminars during and/or outside standard business hours.
  • Conduct quarterly branch and loan team training.
  • Keep up-to-date with economy changes and analyze market data/development and communicate to colleagues and customers.
  • Maintain an awareness of competitive products, practices, rates, and changes in the market.

QUALIFICATIONS

  • Education: Bachelor’s degree in related field preferred.
  • Experience: Minimum three to four years of experience in sales, business development, or customer service. Previous sales or trading experience in financial institutions.
  • Skills/Ability: Acts as a subject matter expert and possess strong knowledge of foreign exchange products, services, and market trends. Good risk management, negotiating and closing skills. Strong cross-functional team skills; ability to work independently under minimal supervision. Ability to travel locally and out of state. Bilingual in English and Chinese (Mandarin or Cantonese). Proficient in MS Excel, Word, and PowerPoint. Excellent communication skills and ability to process financial information quickly. Ability to concisely articulate information to colleagues and customers.

Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.

Cathay Bank is an equal opportunity employer. It is the Bank’s policy to provide equal employment opportunities to all qualified applicants. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Cathay Bank endeavors to make www.CathayBank.com accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at (626) 582-7370 or mickey.hsu@cathaybank.com. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

Posted on : 3 years ago