Relationship Banker

GENERAL SUMMARY

Responsible for primarily handling teller transactions, providing operational support, cross‑selling bank products and services, resolving customer service issues, and ensuring compliance with regulations and bank security procedures.

• Perform deposits and withdrawal transactions.
• 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 by completing BSA reporting, Currency Transaction Reports, or Monetary Instrument Reports.

• Perform all aspects of new account opening procedures for all bank products and services.
• Answer customer inquiries, provide 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 and bank proprietary information.

• Identify sales opportunities to cross‑sell bank products and services to meet customers’ financial goals.
• Provide quality personalized customer service and maintain frequent contact with customers 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.

• College degree in business, accounting, or finance preferred; related work experience acceptable.
• 6–12 months of cash handling, customer service in a retail environment, or sales experience preferred; banking experience a plus.
• Desire to learn the banking industry, help others, and work in a professional environment.
• PC literate and typing proficient; experience with data entry, 10‑key, banking software, and Microsoft Office (Word, Excel, PowerPoint, 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 discuss products and services with customers.
• Good listening and interpersonal skills—listen without interrupting, seek clarification, respond professionally, and manage emotions 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.
• Reliable 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.

$19.00 – $23.00 per hour. Pay is 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 comprehensive benefits package, including medical, dental, vision, life, long‑term disability insurance, flexible spending accounts (FSA), health‑saving account (HSA) with company contributions, voluntary coverages, and 401(k).

Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our California Job Applicant Privacy Policy.

Cathay Bank is an Equal Opportunity and affirmative action employer. We welcome applications from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision‑making, sexual orientation, gender identity and expression, genetic information, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.