Lead Relationship Banker I

Cathay Bank; Los Angeles (CA); On-site; USD 28,000 - 34,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Long-term disability insurance

FSAs

HSA with company contributions

401(k)

Job summary

Cathay Bank is seeking a customer-focused teller with strong operations and sales acumen. You will handle deposits, withdrawals, and new accounts while delivering an exceptional customer experience.

Role emphasizes accuracy, compliance with banking procedures, and cross-functional teamwork to support branch goals. Full-time position with competitive benefits and opportunities for growth.

Qualifications

• College degree in business, accounting or finance preferred or related work experience.
• At minimum 1+ years of retail banking experience.
• Desire to learn the banking industry, help others, and work in a professional environment.
• PC literate and typing proficiently; experience with banking software and Microsoft Office is a plus.
• Detail-oriented and organized with good note taking and follow-up skills.
• Good oral and written communication skills.
• Good listening and interpersonal skills; able to engage customers professionally.
• Ability to work independently and as part of a team.
• Ability to give and receive feedback to improve skills and knowledge.
• Good attendance and punctuality.
• Bilingual English/Chinese (Mandarin or Cantonese) preferred.
• Able and willing to commute for business needs.

Responsibilities

• Responsible for handling teller transactions and customer service with accuracy.
• Open accounts and refer customers to other areas as appropriate.
• Follow regulations and bank security procedures to minimize risk.
• Process deposits/withdrawals and reconcile cash drawer.
• Process outgoing wires and manage safe deposit duties.
• Cross-sell bank products/services and support branch promotions.
• Identify sales opportunities and maintain relationships with customers.

Skills

Retail banking experience

Desire to learn

Communication skills

Listening and interpersonal skills

Independent and team player

Bilingual English/Chinese

Detail-oriented

PC literate and typing proficient

Education

College degree in business, accounting or finance

Tools

Banking software

10-key

Data entry

Microsoft Word

Microsoft Excel

PowerPoint

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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GENERAL SUMMARY

Responsible for primarily handling teller transactions, providing operational support, cross-selling bank products/services, and resolving customer service issues. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. As needed, will open accounts and refer customers to other areas of the bank as appropriate. Follow regulations and bank security procedures to protect customers as well as minimize risk to the bank.

ESSENTIAL FUNCTIONS

Operations

• Perform deposits and withdrawal transactions.
• Reconcile and balance teller cash drawer.
• Process outgoing wires.
• Essential functions of Safe Deposit box (e.g. entry, opening, maintenance).
• Assist customers with problem resolution.
• Assist tellers with transaction processing review and accuracy.
• Assist in ATM balancing.
• Detect and report fraudulent or suspicious activities by completing BSA reporting as required, Currency Transactions Reports or Monetary Instrument Reports.
• Utilizes good judgment while approving transactions within authorized limit
• Assist with ongoing training with tellers in core transaction processing applications.

New Accounts

• Perform all aspects of new account opening procedures for all bank products/services.
• Answer customer inquiries make appropriate financial solutions and recommendations and assist with problem resolution.
• Perform customer service functions such as check orders, change of address, return mail processing, supersede signature cards, and other account maintenance changes.
• Maintain confidentiality of customer information as well as Bank proprietary information.
• Cross train Relationship Bankers and/or tellers on core new accounts applications.

Sales & Service

• Identify sales opportunities to cross-sell bank products and services to ensure customers’ financial goals are met.
• Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention.
• Maintain open communication with Bank business partners and make referrals as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial Lenders).
• Proactively support branch new business promotions.

QUALIFICATIONS

• College degree in business, accounting or finance preferred or related work experience.
• At minimum 1+ years of retail banking experience.
• Desire to learn the banking industry, help others, and work in a professional environment.
• PC literate and typing proficiently.Previous experience with data entry, 10-key, banking software, and Microsoft Word, Excel, PowerPoint and Outlook a plus.
• Detail-oriented and organized with good note taking and follow-up skills.
• Good oral and written communication skills – can write clear messages, initiate conversations, and talk to customers about products and services.
• Good listening and interpersonal skills – can listen without interrupting, seeks clarification, responds professionally, and keeps emotions under control in difficult situations.
• Ability to work independently and as part of team.
• Ability to give and receive feedback to improve skills and job knowledge.
• Can maintain good attendance and arrive consistently at scheduled start time.
• Bilingual English/Chinese (Mandarin or Cantonese) preferred.
• Able and willing to commute as required for business needs.

Pay Range: $20.19 - $25.00 / hour

Cathay Bank offers itsfull-timeemployees 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.

• 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 Affiantive 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.

Poster- English

Poster- Spanish

Poster- Chinese Traditional

Poster- Chinese Simplified

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.

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.