Regional Relationship Banker I or II
Listed on 2026-07-09
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Finance & Banking
Bank Customer Service -
Customer Service/HelpDesk
Bank Customer Service, Bilingual
People Drive Our Success at Cathay Bank. This role supports branch operations by serving as a substitute Relationship Banker during absences, handling teller transactions, cross‑selling products, and resolving customer service issues. The position requires travel to multiple branches within the assigned region.
General SummaryTravel to various branches within the assigned region to work as a substitute for a Relationship Banker during absences, including vacations and emergency situations. 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.
- 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.
- 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.
- 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.
- Education:
College degree in business, accounting, or finance preferred or related work experience. - Experience:
6‑12 months of cash handling, customer service in a retail environment, or sales experience preferred. Banking experience is a plus. - Skills/Abilities:
Availability to work any shift matching branch banking hours and staffing needs; willingness to work a flexible schedule and travel to multiple locations as business needs arise; PC literate and typing proficient; previous experience with data entry, 10‑key, banking software, and Microsoft Word, Excel, PowerPoint, and Outlook; detail‑oriented, organized; good oral and written communication skills; good listening and interpersonal skills;
ability to work independently and as part of a team; ability to give and receive feedback; maintain good attendance; bilingual English/Chinese (Mandarin or Cantonese) preferred.
- Level I: $19.00 – $23.00 / hour
- Level II: $22.00 – $25.00 / hour
- Pay determined based on job‑related knowledge, skills, experience, and location.
- This position may be eligible for incentive compensation.
- Medicare, dental, vision, life, long‑term disability, and flexible spending accounts (FSAs).
- Health savings account (HSA) with company contributions.
- Voluntary coverages and 401(k).
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, sexual orientation, gender identity, disability, veteran status, or any other status protected by law.
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