Client Relationship Banker II: New Accounts & Cross-Sell Expert

Cathay Bank in; Los Angeles (CA); Sur place; USD 30 000 - 37 000; Plein temps

Résumé du poste

Cathay Bank is seeking a customer service-focused professional in Los Angeles to open new accounts, assist with banking transactions, and provide exceptional service. You will identify cross-sell opportunities, support operational tasks, and refer customers to appropriate bank areas. Bilingual English/Chinese preferred.

Role requires accuracy, adherence to regulations, and ability to work with a team to deliver a professional customer experience. Weekend/extended hours may be required.

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.

Responsabilités

• Perform all aspects of new account opening procedures for all bank products/services.
• Answer customer inquiries, provide financial solutions and recommendations.
• Assist with problem resolution and account maintenance changes.
• Maintain confidentiality of customer information.
• Identify sales opportunities to cross-sell bank products and services.
• Provide quality personalized customer service and expand relationships.
• Maintain open communication with Bank partners and make referrals.
• Proactively support branch new business promotions.
• Perform deposits and withdrawal transactions.
• Reconcile and balance teller cash drawer.
• Process outgoing wires.
• Safe Deposit box duties: entry, opening, maintenance.
• Assist customers with problem resolution.
• Assist in ATM balancing.
• Detect and report fraudulent or suspicious activities via BSA, CTRs, and MIRs.

Connaissances

Cash handling

Customer service

Sales

Teamwork

Interpersonal skills

Formation

College degree preferred

Outils

Banking software

10-key

Microsoft Office

Description du poste

Cathay Bank is seeking a customer service-focused professional in Los Angeles to open new accounts, assist with banking transactions, and provide exceptional service. You will identify cross-sell opportunities, support operational tasks, and refer customers to appropriate bank areas. Bilingual English/Chinese preferred.

Role requires accuracy, adherence to regulations, and ability to work with a team to deliver a professional customer experience. Weekend/extended hours may be required.