Regional Relationship Banker II

Regional Relationship Banker II (Project Management)

People Drive Our Success

Travel to various branches within the assigned region to work as a substitute for Relationship Banker IIs during absences, including vacations, leaves, and emergency situations. Responsible for primarily opening new accounts, cross-selling bank products/services, referring customers to other areas of the bank as appropriate, and resolving customer service issues. As needed, will process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience.

Follow regulations and bank security procedures to protect customers as well as minimize risk to the bank.

This position supports the opening of our new Beverly Hills branch, offering the opportunity to be part of a growing organization with a strong focus on community partnership and service

Travels to branches to work as the Relationship Banker II in the absence of the branch's 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.
• 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.
• 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.

Education:

College degree in business, accounting or finance preferred or related work experience.

Experience:

1-2 years of cash handling, customer service in a retail environment, or sales experience preferred. Minimum 1 years of new accounts, sales experience, or relevant banking experience.

Skill/Ability:
Availability to work any shift matching the branch banking hours and/or staffing needs. A willingness to work a flexible schedule. A willingness to travel to multiple locations as business needs arise. Motivated to consistently provide 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. Ability to work independently and as part of team. Ability 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).

$22.00 – $27.00 / 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).

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Cathay Bank is an Equal Opportunity and affirmative action employer. We welcome applications for employment from all qualified candidates,…