Regional Relationship Banker II

About the role

Travel to various branches within the assigned region to work as a substitute for Relationship Banker IIs during absences, including vacations, leaves, and emergency situations. Responsible for primarily opening new accounts, cross-selling bank products/services, referring customers to other areas of the bank as appropriate, and resolving customer service issues.

Responsibilities

• Travels to branches to work as the Relationship Banker ll in the absence of the branch’s Relationship Banker ll.
• New Accounts: 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.
• Sales & Service: 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.
• Operations: Performs deposits and withdrawal transactions. Reconciles and balances teller cash drawer. Processes outgoing wires. Assists customers with problem resolution. Assists in ATM balancing. Detects and reports fraudulent or suspicious activities by completing BSA reporting as required, Currency Transactions Reports or Monetary Instrument Reports.

Qualifications

• Education: College degree in business, accounting or finance preferred or related work experience.
• Experience: 1-2 years of cash handling, customer service in a retail environment, or sales experience preferred. Minimum 1 years of new accounts, sales experience, or relevant banking experience.
• 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. Motivated to consistently provide customers with excellent service and help them achieve their financial goals. 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 – can multi-task, work well under pressure and follow through on commitments. Excellent interpersonal, listening, and communication skills – can make personal connections, engage and educate the customer, ask open-ended questions, listen to establish trust and build lasting relationships. Ability to work independently and as part of team. Ability to give and receive feedback to improve skills and job knowledge. Able to work weekends and extended hours as required to meet business demands. Bilingual English/Chinese (Mandarin or Cantonese) preferred. May obtain (optional) MLO (Mortgage Loan Originator) status to originate mortgage loans.
• Other Details: Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for incentive compensation. 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).

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).

Pay

$22.00 – $27.00 / hour Pay determined based on job-related knowledge, skills, experience, and location.

Schedule

This position may be eligible for incentive compensation.

Other Details

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.