Customer Service and Sales Manager

Cathay Bank in; El Monte (CA); On-site; USD 37,000 - 53,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Long-term disability insurance

FSAs

HSA with company contributions

Voluntary coverages

401(k)

Job summary

Cathay Bank seeks a Customer Service and Sales Manager (Sales) for our California branch. You will lead service excellence while driving sales, training staff, and aligning branch operations with bank policies to support growth and customer retention.

In this role you will supervise Relationship Bankers and Operations staff, coach performance, manage sales goals, and partner with managers to onboard new customers, cross-sell products, and ensure regulatory compliance in a community banking

Qualifications

• College degree preferred
• Three to five years' management experience in branch banking
• Bi-lingual English and Chinese preferred
• Experience with bank policies and procedures

Responsibilities

• Interact professionally with all levels to deliver quality customer service and identify cross-sell opportunities
• Profile customers during new accounts and teller transactions to meet needs
• Develop and track individual performance goals; coach staff to meet service and sales targets
• Establish and manage sales production goals and onboarding plans with Branch/Relationship Manager

Skills

Customer service

Sales

Management

Staff development

Bilingual English/Chinese

Education

College degree preferred

Tools

Microsoft Word

Excel

Outlook

Job description

Customer Service and Sales Manager (Sales)

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.

GENERAL SUMMARY

Responsible for supporting the branch sales goals while overseeing all aspects of customer service levels and branch operational integrity. Responsible for personnel administration, staff development as well as the service driven sales culture of branch banking. Promote, implement, and ensure quality customer service. Provide operational support to areas involving business development and portfolio administration. Support customer retention and acquisition programs by partnering with related Cathay department colleagues to proactively provide services for customers. Ensure regulatory compliance and staff adherence to bank policies and procedures. Maintain operational integrity of the branch.

DIRECT REPORTS

The incumbent supervises Relationship Bankers and all Operations staff (depending on the branch's staffing requirements)

ESSENTIAL FUNCTIONS

Service and Sales Responsibilities:

• Interact in an effective and professional manner with all levels of bank personnel, corporate and bank clients demonstrating commitment to quality and extraordinary customer service
• Ensure staff are actively profiling customers during new account and teller transaction process to identify cross sell opportunities to meet customer needs/requirements
• Responsible for developing and tracking individual performance goals. Develop coaching and mentoring process for staff to ensure their performance meets bank customer service, sales, and operational requirements
• Establish and manage achievement of assigned team and individual sales production goals
• Collaborate with Branch Manager / Relationship Manager in support of prospect and customer calls to develop customer onboarding plan, including set-up of products and services
• Support business development colleagues, and perform marketing activities as needed in efforts to achieve branch growth and profitability goals
• May register as MLO (Mortgage Loan Originator)- based on branch/market needs, to support loan inquiries, interview loan applicants, and assist with loan related functions
• Represent the bank by actively participating in outside civic/community affairs, business/ industry-related organizations and other professional activities as appropriate

Operations, Management & Administration Responsibilities:

• Direct the operations functions of the branch. This encompasses the full knowledge of branch functions which include- new accounts, teller operations and safe box. The incumbent acts as the resident expert on procedural, risk and regulatory functions within the branch
• Ensure that the branch consistently complies with all bank policies/procedures, banking regulations and meets satisfactory audit rating. Implement appropriate controls and oversight for any identified deficiencies
• Ensure sound operating conditions are maintained in the branch by utilizing the daily and monthly operational and reporting reviews along with completion of required branch certifications
• Perform staffing evaluation to ensure appropriate levels of staffing and skill sets in support of customer service requirements. Work with Branch Manager and Regional management on effective staff deployment and utilization
• Ensure performance reviews/evaluations of the branch's non-officer staff and officers as assigned, are completed timely, objectively and with proper emphasis on individual development, coaching skills, customer service skills and sales/referral activities
• Recommend hires, transfers, terminations, salary adjustments, performance standards and reviews. Approve employee daily time records, work assignments, vacations, sick pay, etc.
• May serve as Safety and/or Security Officer for the branch

QUALIFICATIONS

• College degree a plus.
• Three to five years' experience in a similar capacity with management/supervisory responsibilities. Comprehensive knowledge of all aspects of branch service functions.
• Thorough knowledge of bank policies and procedures.
• General knowledge of complex support systems, branch efficiency and productivity, and personnel policies and procedures.
• Direct sales experience desired.
• Computer experience (Microsoft Word, Excel, Outlook) required.
• Good management skills with emphasis on planning, organization and scheduling.
• Excellent verbal and written communication skills.
• Bi-lingual English and Chinese (Mandarin or Cantonese) preferred.

OTHER DETAILS

$26.92 - $38.46 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.

• coverage for medical insurance
• dental insurance
• vision insurance
• life insurance
• long-term disability insurance
• flexible spending accounts (FSAs)
• health saving account (HSA) with company contributions
• voluntary coverages
• 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 California Job Applicant Privacy Policy .

Cathay Bank is an Equal Opportunity and Affinitive 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.

Cathay Bank endeavors to make www.CathayBank.com accessible 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 [phone] or [e-mail] . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. Branch Management