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Relationship Banker I or II

Job in Irvine, Orange County, California, 92713, USA
Listing for: Cathay Bank
Full Time position
Listed on 2026-06-18
Job specializations:
  • Finance & Banking
    Bank Customer Service, Banking & Finance
Salary/Wage Range or Industry Benchmark: 22 - 25 USD Hourly USD 22.00 25.00 HOUR
Job Description & How to Apply Below

General Summary

Responsible for primarily opening new accounts, cross‑selling bank products and services, referring customers to other areas of the bank as appropriate, and resolving customer service issues. As needed, will process teller transactions and provide operational support. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. Follow regulations and bank security procedures to protect customers and minimize risk to the bank.

Essential

Functions New Accounts
  • Perform all aspects of new account opening procedures for all bank products and 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.
  • Perform essential functions of safe deposit boxes (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.
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 of experience in new accounts, sales or relevant banking experience, preferred.
  • Motivated to consistently provide excellent service and help customers 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 multitask, 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.
  • Ability to work independently and as part of a team.
  • Ability to give and receive feedback to improve skills and job knowledge.
  • Willing to work weekends and extended hours as required to meet business demands.
  • Bilingual English/Chinese (Mandarin or Cantonese) preferred.
  • May obtain optional 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).
  • Able and willing to commute as required for business needs.
Other Details
  • RB I: $19.00 - $23.00 per hour.
  • RB II: $22.00 - $25.00 per 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, including medical, dental, vision, life, long‑term disability insurance, flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).

Cathay Bank is an Equal Opportunity and affirmative action employer. We welcome applications for employment 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 or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.

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  This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

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