Customer Service & Sales Manager; NE
Job in
Mountain View, Santa Clara County, California, 94039, USA
Listing for:
Cathay Bank
Full Time
position
Listed on 2026-07-30
Job specializations:
-
Management
Banking & Finance, Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 38572 - 44083 USD Yearly
USD
38572.00
44083.00
YEAR
Job Description & How to Apply Below
Position: Customer Service & Sales Manager (NE)
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.
What our team members are saying:
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Learn more about us at
GENERAL SUMMARY
Responsible for supporting the branch sales goals while overseeing all aspects of customer service levels and branch operational integrity. Responsible for personnel administration, staff development as well as the service driven sales culture of branch banking. Promote, implement, and ensure quality customer service. Provide operational support to areas involving business development and portfolio administration. Support customer retention and acquisition programs by partnering with related Cathay department colleagues to proactively provide services for customers.
Ensure regulatory compliance and staff adherence to bank policies and procedures. Maintain operational integrity of the branch.
DIRECT REPORTS
The incumbent supervises Relationship Bankers and all Operations staff (depending on the branch’s staffing requirements)
ESSENTIAL FUNCTIONS
Service and Sales Responsibilities:
Interact in an effective and professional manner with all levels of bank personnel, corporate and bank clients demonstrating commitment to quality and extraordinary customer serviceEnsure staff are actively profiling customers during new account and teller transaction process to identify cross sell opportunities to meet customer needs/requirementsResponsible for developing and tracking individual performance goals. Develop coaching and mentoring process for staff to ensure their performance meets bank customer service, sales, and operational requirementsEstablish and manage achievement of assigned team and individual sales production goalsCollaborate with Branch Manager / Relationship Manager in support of prospect and customer calls to develop customer onboarding plan, including set-up of products and servicesSupport business development colleagues, and perform marketing activities as needed in efforts to achieve branch growth and profitability goalsMay register as MLO (Mortgage Loan Originator)- based on branch/market needs, to support loan inquiries, interview loan applicants, and assist with loan related functionsRepresent the bank by actively participating in outside civic/community affairs, business/ industry-related organizations and other professional activities as appropriateOperations, Management & Administration Responsibilities:
Direct the operations functions of the branch. This encompasses the full knowledge of branch functions which include- new accounts, teller operations and safe box. The incumbent acts as the resident expert on procedural, risk and regulatory functions within the branchEnsure that the branch consistently complies with all bank policies/procedures, banking regulations and meets satisfactory audit rating. Implement appropriate controls and oversight for any identified deficienciesEnsure sound operating conditions are maintained in the branch by utilizing the daily and monthly operational and reporting reviews along with completion of required branch certificationsPerform staffing evaluation to ensure appropriate levels of staffing and skill sets in support of customer service requirements. Work with Branch Manager and Regional management on effective staff deployment and utilizationEnsure performance reviews/evaluations of the branch’s non-officer staff and officers as assigned, are completed timely, objectively and with proper emphasis on individual development, coaching skills, customer service skills and sales/referral activitiesRecommend hires, transfers, terminations, salary adjustments, performance standards and reviews. Approve…
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