Relationship Banker II

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.

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.

Operations

Perform deposits and withdrawal transactions.
Reconcile and balance teller cash drawer.
Process outgoing wires.
Maintain open communication with Bank business partners and make referrals as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial Lenders).

Qualifications

• College degree in business, accounting or finance preferred, but not required
• 1-2 years of cash handling, customer service in a retail environment, or sales experience required
• Banking experience is a plus
• Minimum 1 year new accounts, sales experience, or relevant banking experience, preferred
• Motivated to consistently provide our 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
• Demonstrated ability to assess customer needs, provide appropriate solutions or recommendations, and optimize sales opportunities to new and existing customers
• Able to work independently and as part of team
• Able 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
• Must possess an active registration or be eligible for registration under the Nationwide Licensing System & Registry (NMLS)

Other Details

$22.00 – $25.00 / hour
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 a competitive benefits package including 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).

Contact Information

To request accommodation for a disability, please contact Mickey Hsu, FVP, Employee Relations Manager, at (626) 582-7370 or mickey.hsu@cathaybank.com.