Customer Service and Sales Manager

Cathay Bank; El Monte (CA); On-site; USD 56,000 - 80,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) with company contributions

Paid time off and discretionary bonus

Job summary

Cathay Bank seeks a Branch Supervisor to uphold exceptional customer service, drive branch sales, and maintain operational integrity across all functions. You will supervise staff and ensure adherence to bank policies while supporting portfolio administration and business development.

Qualifications include a college degree and 3–5 years of supervisory banking experience; bilingual English/Chinese is preferred.

Qualifications

• Three to five years’ supervisory experience in banking or retail
• Knowledge of branch operations and customer service standards
• Familiarity with bank policies and regulatory requirements

Responsibilities

• Interact professionally with bank personnel and clients to deliver quality service
• Ensure staff profiles customers during new accounts and teller transactions to identify cross-sell opportunities
• Develop and track individual performance goals; coach staff to meet service, sales and operational targets
• Achieve team and individual sales production goals and support onboarding plans with Branch/Relationship managers
• Represent the bank in community and professional activities and assist with loan related functions as needed

Skills

Customer service

Management

Communication

Bilingual English/Chinese

MS Office

Education

College degree preferred

Tools

Microsoft Word

Excel

Outlook

Job description

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.

What Our Team Members Are Saying

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Learn more about us at cathaybank.com

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.

Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 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 Affi

Cathay Bank endeavors to make www.CathayBank.comaccessible 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.