Talent.com
Relationship Banker II
Relationship Banker IICathay Bank - Headquarters • Irvine, California, United States
Relationship Banker II

Relationship Banker II

Cathay Bank - Headquarters • Irvine, California, United States
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

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.

Apply today!

What our team members are saying :

Video Clip 1

Video Clip 2

Video Clip 3

Learn more about us at cathaybank.com

GENERAL SUMMARY

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 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 as well as minimize risk to the bank.

ESSENTIAL FUNCTIONS

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.

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.
  • 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.

    • 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 new accounts, sales experience, or relevant banking experience, preferred.
  • Motivated to consistently provide our 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.
  • 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 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).
  • Able and willing to commute as required for business needs.

    • OTHER DETAILS

    $22.00 - $25.00 / 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).

    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 Privacy Policy.

    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.

    Click here to view the "Know Your Rights : Workplace Discrimination is Illegal" Poster :

    Poster- English

    Poster- Spanish

    Poster- Chinese Traditional

    Poster- Chinese Simplified

    Cathay Bank endeavors to make www.CathayBank.comaccessible to any and all users. 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 or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

    [job_alerts.create_a_job]

    Relationship Banker • Irvine, California, United States

    [internal_linking.related_jobs]
    Relationship Manager

    Relationship Manager

    EBizCharge and Century Business Solutions • Irvine, California, United States, 92618
    [job_card.full_time]
    Headquartered in Irvine, California, EBizCharge specializes in developing integrated payment solutions that facilitate electronic payment processing within ERP, CRM, Mobile, and eCommerce applicati...[show_more]
    [last_updated.last_updated_30]
    Renter Counselor

    Renter Counselor

    Weichert, Realtors • Irvine, California, US
    [job_card.full_time]
    Weichert Workforce Mobility is hiring a Renter Relocation Counselor in the West region.Candidate must live in the Western US. The Renter Relocation Counselor is responsible for facilitating the over...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Personal Banker

    Personal Banker

    PNC Financial Services Group • Corona, CA, US
    [job_card.full_time] +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Teller - San Clemente, CA

    Teller - San Clemente, CA

    BankTalent HQ • San Clemente, CA, United States
    [job_card.part_time]
    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our c...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Financial Controller - AI Trainer ($150 per hour)

    Remote Financial Controller - AI Trainer ($150 per hour)

    Mercor • San Clemente, California, US
    [filters.remote]
    [job_card.full_time]
    UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have •...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Relationship Banker Irvine Blvd Irvine, CA

    Relationship Banker Irvine Blvd Irvine, CA

    JPMorganChase • Irvine, California, USA
    [job_card.full_time]
    At Chase we are passionate about creating memorable experiences for our clients and employees making them feel welcomed valued and understood. We build lasting relationships by doing the right thing...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Sales Associate

    Client Sales Associate

    Empire Management Group, Inc • Rancho Cucamonga, CA, US
    [job_card.full_time]
    Ignite Your Sales Career : Client Sales Associate at Instep Management Group in Ontario!.Instep Management Group, a premier sales and consulting firm in Ontario, is hiring motivated Client Sales Ass...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Sales & Trading Associate - AI Trainer ($50-$60 / hour)

    Remote Sales & Trading Associate - AI Trainer ($50-$60 / hour)

    Data Annotation • San Clemente, California
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Territory Manager - Denver, CO

    Territory Manager - Denver, CO

    Sofwave Medical Inc • San Clemente, CA, US
    [job_card.full_time]
    A Territory Manager is responsible for collaborating with the Area Sales Manager (ASM) and identify, pursue, build relationships, secure new business opportunities, and achieve business goals withi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    30 Hour Teller - Irvine

    30 Hour Teller - Irvine

    First Bank • Irvine, CA, United States
    [job_card.full_time]
    This position, Banking Specialist II, may be called by many other names : New Accounts Representative, Senior Teller, etc. At First Bank, we choose to call you a "specialist" because that is what you...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Dermatologist or Dermatopathologist – Private Practice

    Dermatologist or Dermatopathologist – Private Practice

    HealthEcareers - Client • Dana Point, CA, USA
    [job_card.full_time] +1
    Join a Thriving Coastal Dermatology Practice and Grow Your Career.We’re an established private dermatology practice with 15+ years serving the Dana Point community. Known for our excellence in patie...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Customer Service Representative (Remote Position)

    Customer Service Representative (Remote Position)

    GOLD GATE • San Clemente, California
    [filters.remote]
    [job_card.full_time] +1
    [filters_job_card.quick_apply]
    Customer Service Representative (Remote Position).Part-Time : $15–$18 per hour.Full-Time : $17–$22 per hour.We are seeking a friendly, patient, and professional Remote Customer Service Re...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Sales Representative (50k-90k per year)

    Remote Sales Representative (50k-90k per year)

    Professional Careers • San Clemente, California
    [filters.remote]
    [job_card.full_time] +1
    We're looking for candidates with great customer service skills to fill our Remote role!.This role is entirely remote and offers full-time / Part time hours with flexibility.We are ready to schedule ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Equity / Option Trader

    Remote Equity / Option Trader

    Maverick Currencies • Irvine, CA
    [filters.remote]
    [job_card.full_time] +1
    Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Relationship Banker II

    Relationship Banker II

    Cathay Bank - Headquarters • Irvine, CA, United States
    [job_card.full_time]
    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....[show_more]
    [last_updated.last_updated_30] • [promoted]
    Schwab Wealth Advisory, Regional Leader

    Schwab Wealth Advisory, Regional Leader

    Charles Schwab • IRVINE, CA, US
    [job_card.full_time]
    Investor Advice Solutions consists of Schwab Wealth Advisory (SWA), and SWA Centralized Service & Operations.Schwab Wealth Advisory is a premier, fee based comprehensive wealth management solution ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Wireless Sales Representative

    Wireless Sales Representative

    Elite Direct Management • Chino, CA, US
    [job_card.full_time]
    Pomona, is actively recruiting driven Wireless Sales Representatives to support the expansion of the Frontier campaign.We are at the forefront of bringing reliable wireless and cutting-edge telecom...[show_more]
    [last_updated.last_updated_30] • [promoted]
    On Call Rigging Services Technician - Theatrical, Ballroom, Arena - Southern California (Las Angeles, San Diego)

    On Call Rigging Services Technician - Theatrical, Ballroom, Arena - Southern California (Las Angeles, San Diego)

    Pinnacle Live • Dana Point, CA, United States
    [job_card.full_time]
    Rigging Services Technician - PTOC.Pinnacle Live is a premium, in-house AV partner.We elevate live event expectations for people and venues who demand better. With an expert balance of big-picture p...[show_more]
    [last_updated.last_updated_30] • [promoted]