Customer Service and Sales Manager

About the role

Responsible for supporting the branch sales goals while overseeing all aspects of customer service levels and branch operational integrity.

Responsible for personnel administration, staff development as well as the service driven sales culture of branch banking.

Promote, implement, and ensure quality customer service.

Provide operational support to areas involving business development and portfolio administration.

Support customer retention and acquisition programs by partnering with related Cathay department colleagues to proactively provide services for customers.

Ensure regulatory compliance and staff adherence to bank policies and procedures.

Maintain operational integrity of the branch.

Direct Reports

• Supervise Relationship Bankers and all Operations staff (depending on the branch’s staffing requirements)

Essential Functions

• Service & Sales Responsibilities
• Operations, Management & Administration Responsibilities

Qualifications

• Education: College degree a plus.
• Experience: Three to five years’ experience in a similar capacity with management/supervisory responsibilities.
• Comprehensive knowledge of all aspects of branch service functions.
• Thorough knowledge of bank policies and procedures.
• General knowledge of complex support systems, branch efficiency and productivity, and personnel policies and procedures.
• Direct sales experience desired.
• Computer experience (Microsoft Word, Excel, Outlook) required.

Skills/Ability

• Good management skills with emphasis on planning, organization and scheduling.
• Excellent verbal and written communication skills.
• Bi-lingual English and Chinese (Mandarin or Cantonese) preferred.

Other Details

• Pay: $26.44 – $31.25 / hour, Pay determined based on job-related knowledge, skills, experience, and location.
• Benefits: Comprehensive benefits package including medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).