Client-Focused Relationship Banker & Cross-Sell Pro

Cathay Bank

San Mateo (CA)

On-site

USD 26,000 - 34,000

Full time

8 days ago

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Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k)

Job summary

Cathay Bank seeks a Relationship Banker to perform teller transactions, open accounts, and cross-sell bank products while ensuring exceptional customer service. The role supports operations, follows security procedures, and maintains confidentiality of customer information.

The position emphasizes accurate cash handling, problem resolution, and collaboration with banking partners to grow customer relationships.

Qualifications

College degree in business, accounting or finance preferred or related work experience.
6–12 months of cash handling, customer service in a retail environment, or sales experience preferred. Banking experience is a plus.
Desire to learn the banking industry, help others, and work in a professional environment.
PC literate with typing, data entry, 10-key, and familiarity with banking software and Microsoft Office.

Responsibilities

Handle teller transactions and provide operational support with accuracy.
Cross-sell bank products/services and resolve customer service issues.
Open accounts and refer customers to other banking areas as needed.
Follow regulations and bank security procedures to protect customers and the bank.
Identify sales opportunities and cross-sell to meet customers' financial goals.
Maintain confidentiality of customer information and bank proprietary data.