Regional Relationship Banker I or II

About the role

Travel to various branches within the assigned region to work as a substitute for Relationship Banker during absences, including vacations and emergency situations. Provide operational support, cross-sell bank products/services, and resolve customer service issues.

Responsibilities

• Travels to branches to work as Relationship Banker in the absence of the branch’s Relationship Banker.
• Performs deposits and withdrawal transactions.
• Reconciles and balances teller cash drawer.
• Processes outgoing wires.
• Essential functions of Safe Deposit box (e.g. entry, opening, maintenance).
• Affords operational support to customers with problem resolution.
• Affords assistance with ATM balancing.
• Detects and reports fraudulent or suspicious activities by completing BSA reporting as required, Currency Transactions Reports or Monetary Instrument Reports.
• Performs all aspects of new account opening procedures for all bank products/services.
• Answers customer inquiries, makes appropriate financial solutions and recommendations, and assists with problem resolution.
• Performs customer service functions such as check orders, change of address, return mail processing, supersede signature cards, and other account maintenance changes.
• Maintains confidentiality of customer information as well as Bank proprietary information.
• Identifies sales opportunities to cross-sell bank products and services to ensure customers’ financial goals are met.
• Provides quality personalized customer service, maintains frequent customer contact to expand relationships and ensure customer retention.
• Maintains open communication with Bank business partners and makes referrals as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial Lenders).
• Proactively supports branch new business promotions.

Qualifications

• Education: College degree in business, accounting or finance preferred or related work experience.
• Experience: 6-12 months of cash handling, customer service in a retail environment, or sales experience preferred. Banking experience is a plus.
• Skills/Abilities: Availability to work any shift matching the branch banking hours and/or staffing needs. A willingness to work a flexible schedule. A willingness to travel to multiple locations as business needs arise. 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.

Benefits

Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).