Branch Banking Service & Sales Leader

Cathay Bank in

Arcadia (CA)

On-site

USD 36,000 - 43,000

Part time

14 days+
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
Life insurance
Long-term disability insurance
FSAs
HSA with company contributions
401(k)

Job summary

Cathay Bank in California is seeking a part-time Relationships Specialist to support branch sales goals and maintain service excellence across customer accounts. The role emphasizes staff development, regulatory compliance, and collaborative work with cross-functional teams to grow the branch portfolio and deliver outstanding customer experiences.

Responsibilities include supervising personnel, coaching staff, and ensuring the branch operates with integrity while pursuing quality service,

Qualifications

  • Three to five years' experience in a similar capacity with management/supervisory responsibilities.
  • Thorough knowledge of bank policies and procedures.
  • General knowledge of branch operations and staff development.
  • Computer experience with MS Word, Excel and Outlook.

Responsibilities

  • Interact professionally with bank personnel and clients, delivering quality service.
  • Profile customers during new accounts and teller transactions to identify cross-sell opportunities.
  • Develop and track individual performance goals and coach staff accordingly.
  • Achieve team and individual sales production goals and support onboarding plans.
  • Collaborate with Branch Manager and Relationship Manager on prospect calls and product setup.
  • Support marketing activities and loan inquiries as needed.
  • May register as Mortgage Loan Originator based on branch needs.
  • Represent the bank in civic/community activities.

Skills

Customer service
Staff supervision
Verbal and written communication
Bilingual English/Chinese

Tools

Microsoft Word
Excel
Outlook

Job description

Cathay Bank in California is seeking a part-time Relationships Specialist to support branch sales goals and maintain service excellence across customer accounts. The role emphasizes staff development, regulatory compliance, and collaborative work with cross-functional teams to grow the branch portfolio and deliver outstanding customer experiences.

Responsibilities include supervising personnel, coaching staff, and ensuring the branch operates with integrity while pursuing quality service,

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