Relationship Banker I (PT)
Cathay Bank · Arcadia, CA · 4 wk ago
Finance$19–$23/hrPart-time
We need to output HTML fragment with headings for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Must not repeat job title. Must not include Job ID etc. Remove boilerplate like EEO, legal, etc. Must preserve substantive info.
Let's parse the posting.
Content:
- Intro: "People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? 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 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. Apply today! What Our Team Members Are Saying Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com"
That's basically marketing fluff; maybe we can treat as "About the role" or "About the company". The instruction: Use
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Must not repeat job title. Must not include Job ID etc. Remove boilerplate like EEO, legal, etc. Must preserve substantive info.
Let's parse the posting.
Content:
- Intro: "People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? 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 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. Apply today! What Our Team Members Are Saying Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com"
That's basically marketing fluff; maybe we can treat as "About the role" or "About the company". The instruction: Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have "About the role" heading and include that intro text (maybe trimmed). Should we include "What Our Team Members Are Saying Video Clip..."? That's maybe not substantive; could be considered boilerplate? It's not EEO but it's promotional video mention; maybe we can keep as part of About the role? It's not essential but it's not prohibited. The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The video clip lines are not those; they are promotional but maybe okay. However they say "Video Clip 1 Video Clip 2 Video Clip 3" which is likely placeholder; but it's actual text in posting. It's not boilerplate; but it's not substantive detail about role. Might be considered filler. Safer to omit? The instruction: "Prefer a few substantive sections over many thin ones." So we could include About the role with the core description: caring culture, growth, etc. We'll keep that.
Next: "General Summary Responsible for primarily handling teller transactions, providing operational support, cross-selling bank products/services, and resolving customer service issues. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. As needed, will open accounts and refer customers to other areas of the bank as appropriate. Follow regulations and bank security procedures to protect customers as well as minimize risk to the bank."
That's responsibilities. So we can put under Responsibilities
with - items.
We need to break into list items: each duty.
List:
- Handling teller transactions (deposits, withdrawals)
- Providing operational support
- Cross-selling bank products/services
- Resolving customer service issues
- Processing transactions with accuracy and efficiency while delivering professional and exceptional customer experience
- Opening accounts as needed and referring customers to other areas of the bank as appropriate
- Following regulations and bank security procedures to protect customers and minimize risk to the bank
We could combine some.
Next: "Essential Functions Operations Perform deposits and withdrawal transactions.Reconcile and balance teller cash drawer.Process outgoing wires.Essential functions of Safe Deposit box (e.g. entry, opening, maintenance).Assist customers with problem resolution.Assist in ATM balancing.Detect and report fraudulent or suspicious activities by completing BSA reporting as required, Currency Transactions Reports or Monetary Instrument Reports."
These are more detailed responsibilities; could be merged into Responsibilities list.
Next: "New Accounts Perform all aspects of new account opening procedures for all bank products/services.Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution.Perform customer service functions such as check orders, change of address, return mail processing, supersede signature cards, and other account maintenance changes.Maintain confidentiality of customer information as well as Bank proprietary information."
Again responsibilities.
Next: "Sales & Service Identify sales opportunities to cross-sell bank products and services to ensure customers’ financial goals are met.Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention. Maintain open communication with Bank business partners and make referrals as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial Lenders).Proactively support branch new business promotions."
Again responsibilities.
Thus we can consolidate all responsibilities into a single list.
Next: "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."
That's qualifications and skills combined. We could separate into Qualifications and Skills sections if we have distinct content. Qualifications: education, experience, etc. Skills: communication, PC literate, etc. The instruction allows sections like Qualifications, Skills. We'll split.
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.
- Bilingual English/Chinese (Mandarin or Cantonese) preferred.
- Able and willing to commute as required for business needs.
Skills:
- 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.
Next: Pay and Benefits.
Pay: "$19.00 – $23.00 / hour Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for incentive compensation."
Thus we have Pay section.
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)."
Thus Benefits section.
Schedule: Not mentioned. No schedule info. So we should not create Schedule section.
Also there is other details about privacy policy, EEO, accessibility contact. Those are boilerplate; we must remove.
Also "Apply today!" etc is application instruction; remove.
Also "What Our Team Members Are Saying Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com" maybe considered promotional but not essential; we could keep as part of About the role? Might be considered filler. Safer to omit.
Thus final HTML:
About the role
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 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.
Responsibilities
- Handle teller transactions (deposits and withdrawals)
- Provide operational support
- Cross-sell bank products and services
- Resolve customer service issues
- Process transactions with accuracy and efficiency while delivering a professional and exceptional customer experience
- Open accounts as needed and refer customers to other bank areas when appropriate
- Follow regulations and bank security procedures to protect customers and minimize risk
- Reconcile and balance teller cash drawer
- Process outgoing wires
- Perform safe deposit box functions (entry, opening, maintenance)
- Assist customers with problem resolution
- Assist in ATM balancing
- Detect and report fraudulent or suspicious activities via BSA reporting, Currency Transaction Reports, or Monetary Instrument Reports
- Perform new account opening procedures for all bank products/services
- Answer customer inquiries, make financial solutions and recommendations, and assist with problem resolution
- Perform customer service functions such as check orders, change of address, return mail processing, superseding signature cards, and other account maintenance changes
- Maintain confidentiality of customer information and bank proprietary information
- Identify sales opportunities to cross-sell bank products and services to meet customers’ financial goals
- Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure retention
- Maintain open communication with bank business partners and make referrals as appropriate (e.g., Financial Advisors, Mortgage Loan Originators, Commercial Lenders)
- 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
- Bilingual English/Chinese (Mandarin or Cantonese) preferred
- Able and willing to commute as required for business needs
Skills
- 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 – able to write clear messages, initiate conversations, and discuss products and services with customers
- Good listening and interpersonal skills – listens without interrupting, seeks clarification, responds professionally, and keeps emotions under control in difficult situations
- Ability to work independently and as part of a team
- Ability to give and receive feedback to improve skills and job knowledge
- Can maintain good attendance and arrive consistently at scheduled start time
Pay
$19.00 – $23.00 per hour; pay determined based on job‑related knowledge
Responsibilities
with- items.
We need to break into list items: each duty.
List:
- Handling teller transactions (deposits, withdrawals)
- Providing operational support
- Cross-selling bank products/services
- Resolving customer service issues
- Processing transactions with accuracy and efficiency while delivering professional and exceptional customer experience
- Opening accounts as needed and referring customers to other areas of the bank as appropriate
- Following regulations and bank security procedures to protect customers and minimize risk to the bank
We could combine some.
Next: "Essential Functions Operations Perform deposits and withdrawal transactions.Reconcile and balance teller cash drawer.Process outgoing wires.Essential functions of Safe Deposit box (e.g. entry, opening, maintenance).Assist customers with problem resolution.Assist in ATM balancing.Detect and report fraudulent or suspicious activities by completing BSA reporting as required, Currency Transactions Reports or Monetary Instrument Reports."
These are more detailed responsibilities; could be merged into Responsibilities list.
Next: "New Accounts Perform all aspects of new account opening procedures for all bank products/services.Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution.Perform customer service functions such as check orders, change of address, return mail processing, supersede signature cards, and other account maintenance changes.Maintain confidentiality of customer information as well as Bank proprietary information."
Again responsibilities.
Next: "Sales & Service Identify sales opportunities to cross-sell bank products and services to ensure customers’ financial goals are met.Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention. Maintain open communication with Bank business partners and make referrals as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial Lenders).Proactively support branch new business promotions."
Again responsibilities.
Thus we can consolidate all responsibilities into a single list.
Next: "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."
That's qualifications and skills combined. We could separate into Qualifications and Skills sections if we have distinct content. Qualifications: education, experience, etc. Skills: communication, PC literate, etc. The instruction allows sections like Qualifications, Skills. We'll split.
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.
- Bilingual English/Chinese (Mandarin or Cantonese) preferred.
- Able and willing to commute as required for business needs.
Skills:
- 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.
Next: Pay and Benefits.
Pay: "$19.00 – $23.00 / hour Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for incentive compensation."
Thus we have Pay section.
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)."
Thus Benefits section.
Schedule: Not mentioned. No schedule info. So we should not create Schedule section.
Also there is other details about privacy policy, EEO, accessibility contact. Those are boilerplate; we must remove.
Also "Apply today!" etc is application instruction; remove.
Also "What Our Team Members Are Saying Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com" maybe considered promotional but not essential; we could keep as part of About the role? Might be considered filler. Safer to omit.
Thus final HTML:
About the role
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 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.
Responsibilities
- Handle teller transactions (deposits and withdrawals)
- Provide operational support
- Cross-sell bank products and services
- Resolve customer service issues
- Process transactions with accuracy and efficiency while delivering a professional and exceptional customer experience
- Open accounts as needed and refer customers to other bank areas when appropriate
- Follow regulations and bank security procedures to protect customers and minimize risk
- Reconcile and balance teller cash drawer
- Process outgoing wires
- Perform safe deposit box functions (entry, opening, maintenance)
- Assist customers with problem resolution
- Assist in ATM balancing
- Detect and report fraudulent or suspicious activities via BSA reporting, Currency Transaction Reports, or Monetary Instrument Reports
- Perform new account opening procedures for all bank products/services
- Answer customer inquiries, make financial solutions and recommendations, and assist with problem resolution
- Perform customer service functions such as check orders, change of address, return mail processing, superseding signature cards, and other account maintenance changes
- Maintain confidentiality of customer information and bank proprietary information
- Identify sales opportunities to cross-sell bank products and services to meet customers’ financial goals
- Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure retention
- Maintain open communication with bank business partners and make referrals as appropriate (e.g., Financial Advisors, Mortgage Loan Originators, Commercial Lenders)
- 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
- Bilingual English/Chinese (Mandarin or Cantonese) preferred
- Able and willing to commute as required for business needs
Skills
- 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 – able to write clear messages, initiate conversations, and discuss products and services with customers
- Good listening and interpersonal skills – listens without interrupting, seeks clarification, responds professionally, and keeps emotions under control in difficult situations
- Ability to work independently and as part of a team
- Ability to give and receive feedback to improve skills and job knowledge
- Can maintain good attendance and arrive consistently at scheduled start time
Pay
$19.00 – $23.00 per hour; pay determined based on job‑related knowledge