Regional Relationship Banker I or II
Cathay Bank, Irvine, CA, United States
Overview
Travel to various branches within the assigned region to work as a substitute for Relationship Banker I during absences, including vacations and emergency situations.
Responsible for handling teller transactions, providing operational support, cross‑selling bank products and 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 and minimize risk to the bank.
Essential Functions
Travel to branches to work as a substitute Relationship Banker I.
Operations
Perform deposits and withdrawal transactions.
Reconcile and balance teller cash drawer.
Process outgoing wires.
Perform 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.
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.
Qualifications
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.
Skill/Ability:
Availability to work any shift matching the branch banking hours and/or staffing needs. Willingness to work a flexible schedule and travel to multiple locations as business needs arise. Desire to learn the banking industry, help others, and work in a professional environment. PC literate and typing proficient. Prior experience with data entry, 10‑key, banking software, and Microsoft Word, Excel, PowerPoint, and Outlook a plus. Detail‑oriented and organized with good note‑taking and follow‑up skills. Good oral and written communication skills – can write clear messages, initiate conversations, and talk to customers about products and services. Good listening and interpersonal skills – can listen without interrupting, seeks clarification, responds professionally, and keeps emotions under control in difficult situations. Ability to work independently and as part of a team. Ability to give and receive feedback to improve skills and job knowledge. Can maintain good attendance and arrive consistently at scheduled start time. Bilingual English/Chinese (Mandarin or Cantonese) preferred.
Other Details Level I: $19.00–$23.00 per hour Level 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.
Benefits Cathay Bank offers its
full‑time
employees a competitive benefits package that includes medical, dental, vision, life, long‑term disability insurance, flexible spending accounts (FSAs), health savings account (HSA) with company contributions, voluntary coverages, and 401(k).
Equal Opportunity Statement 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, 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.
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Responsible for handling teller transactions, providing operational support, cross‑selling bank products and 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 and minimize risk to the bank.
Essential Functions
Travel to branches to work as a substitute Relationship Banker I.
Operations
Perform deposits and withdrawal transactions.
Reconcile and balance teller cash drawer.
Process outgoing wires.
Perform 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.
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.
Qualifications
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.
Skill/Ability:
Availability to work any shift matching the branch banking hours and/or staffing needs. Willingness to work a flexible schedule and travel to multiple locations as business needs arise. Desire to learn the banking industry, help others, and work in a professional environment. PC literate and typing proficient. Prior experience with data entry, 10‑key, banking software, and Microsoft Word, Excel, PowerPoint, and Outlook a plus. Detail‑oriented and organized with good note‑taking and follow‑up skills. Good oral and written communication skills – can write clear messages, initiate conversations, and talk to customers about products and services. Good listening and interpersonal skills – can listen without interrupting, seeks clarification, responds professionally, and keeps emotions under control in difficult situations. Ability to work independently and as part of a team. Ability to give and receive feedback to improve skills and job knowledge. Can maintain good attendance and arrive consistently at scheduled start time. Bilingual English/Chinese (Mandarin or Cantonese) preferred.
Other Details Level I: $19.00–$23.00 per hour Level 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.
Benefits Cathay Bank offers its
full‑time
employees a competitive benefits package that includes medical, dental, vision, life, long‑term disability insurance, flexible spending accounts (FSAs), health savings account (HSA) with company contributions, voluntary coverages, and 401(k).
Equal Opportunity Statement 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, 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.
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