Relationship Banker I
- Full-Time
- San Gabriel, CA
- Cathay Bank
- Posted 3 years ago – Accepting applications
Job Description
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!
What our team members are saying:
VideoClip 1
VideoClip 2
VideoClip 3
Learn more about us at cathaybank.com
GENERAL SUMMARY
We are looking for the next generation of Relationship Bankers. We are willing to train candidates with exceptional communication and customer service skills. A successful Relationship Banker will be goal-driven and can thrive in a fast-paced environment. Relationship Bankers are the talent behind our retail branches success. Let us build on our future together!
ESSENTIAL FUNCTIONS
Operations:
1. Perform deposits and withdrawal transactions.
2. Reconcile and balance teller cash drawer.
3. Process outgoing wires.
4. Essential functions of Safe Deposit box (e.g. entry, opening, maintenance).
5. Assist customers with problem resolution.
6. Assist in ATM balancing.
7. Detect and report fraudulent or suspicious activities by completing BSA reporting as required, Currency Transactions Reports or Monetary Instrument Reports.
New Accounts:
1. Perform all aspects of new account opening procedures for all bank products/services.
2. Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution.
3. Perform customer service functions such as check orders, change of address, return mail processing, supersede signature cards, and other account maintenance changes.
4. Maintain confidentiality of customer information as well as Bank proprietary information.
Sales and Service:
1. Identify sales opportunities to cross-sell bank products and services to ensure customers’ financial goals are met.
2. Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention.
3. Maintain open communication with Bank business partners and make referrals as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial Lenders).
4. Proactively support branch new business promotions.
QUALIFICATIONS
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.
Click here to view the EEO is the Law poster in English. Poster- English
Click here to view the EEO is the Law supplement in English.Supplement- English
Clic aquí para ver la EEO es la Ley póster en español. Poster- Spanish
Clic aquí para ver la EEO es la Ley suplemento en español.Supplement- Spanish
??????EEO????????Poster- Chinese
??????EEO???????????"Supplement- Chinese
Apply to this Job
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!
What our team members are saying:
VideoClip 1
VideoClip 2
VideoClip 3
Learn more about us at cathaybank.com
GENERAL SUMMARY
We are looking for the next generation of Relationship Bankers. We are willing to train candidates with exceptional communication and customer service skills. A successful Relationship Banker will be goal-driven and can thrive in a fast-paced environment. Relationship Bankers are the talent behind our retail branches success. Let us build on our future together!
ESSENTIAL FUNCTIONS
Operations:
1. Perform deposits and withdrawal transactions.
2. Reconcile and balance teller cash drawer.
3. Process outgoing wires.
4. Essential functions of Safe Deposit box (e.g. entry, opening, maintenance).
5. Assist customers with problem resolution.
6. Assist in ATM balancing.
7. Detect and report fraudulent or suspicious activities by completing BSA reporting as required, Currency Transactions Reports or Monetary Instrument Reports.
New Accounts:
1. Perform all aspects of new account opening procedures for all bank products/services.
2. Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution.
3. Perform customer service functions such as check orders, change of address, return mail processing, supersede signature cards, and other account maintenance changes.
4. Maintain confidentiality of customer information as well as Bank proprietary information.
Sales and Service:
1. Identify sales opportunities to cross-sell bank products and services to ensure customers’ financial goals are met.
2. Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention.
3. Maintain open communication with Bank business partners and make referrals as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial Lenders).
4. Proactively support branch new business promotions.
QUALIFICATIONS
- College degree in business, accounting or finance preferred or related work experience.
- 6-12 months of cash handling, customer service in a retail environment, or sales experience preferred. Banking experience is a plus.
- Desire to learn the banking industry, help others, and work in a professional environment.
- PC literate and typing proficient.
- Previous experience with data entry, 10-key, banking software, and Microsoft Word, Excel, PowerPoint and Outlook a plus.
- Detail-oriented and organized with good note taking and follow-up skills.
- Good oral and written communication skills – can write clear messages, initiate conversations, and talk to customers about products and services.
- Good listening and interpersonal skills – can listen without interrupting, seeks clarification, responds professionally, and keeps emotions under control in difficult situations.
- Ability to work independently and as part of team.
- Ability to give and receive feedback to improve skills and job knowledge.
- Can maintain good attendance and arrive consistently at scheduled start time.
- Bilingual English/Chinese (Mandarin or Cantonese) preferred.
- Able and willing to commute as required for business needs.
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.
Click here to view the EEO is the Law poster in English. Poster- English
Click here to view the EEO is the Law supplement in English.Supplement- English
Clic aquí para ver la EEO es la Ley póster en español. Poster- Spanish
Clic aquí para ver la EEO es la Ley suplemento en español.Supplement- Spanish
??????EEO????????Poster- Chinese
??????EEO???????????"Supplement- Chinese