Regional Relationship Banker II

Cathay Bank in; Santa Monica (CA); On-site; USD 30,000 - 37,000; Full time

Benefits offered by this job

Full-time benefits package

Job summary

Cathay Bank is seeking a Regional Relationship Banker II (Project Management) to support branches within the Beverly Hills area, opening new accounts, cross-selling products, and guiding customers to the right bank services. You will travel to branch locations and handle customer inquiries while maintaining security and accuracy in transactions.

This role emphasizes delivering a high-quality customer experience, complying with regulations, and working with partners to expand relationships.

Qualifications

• College degree in business, accounting or finance preferred or related work experience.
• 1-2 years of cash handling, customer service in a retail environment, or sales experience preferred.
• Minimum 1 year of new accounts, sales experience, or relevant banking experience.
• Willingness to travel to multiple locations and work a flexible schedule.
• Strong interpersonal, listening, and communication skills; able to build lasting relationships.
• Proficiency with data entry, 10-key, banking software; MS Office is a plus.
• Active registration or eligibility for registration under the NMLS.

Responsibilities

• Perform all aspects of new account opening procedures for bank products/services.
• Answer customer inquiries and cross-sell bank products/services; assist with problem resolution.
• Maintain confidentiality of customer information and Bank proprietary information.
• Identify sales opportunities to cross-sell bank products and services.
• Provide quality personalized customer service and maintain frequent contact to expand relationships.
• Perform deposits and withdrawal transactions; reconcile cash drawer; process wires.
• Assist with Safe Deposit box operations and ATM balancing; report suspicious activity as required.

Skills

Cash handling

Customer service

Sales experience

Bilingual English/Chinese

Banking software

MS Word

MS Excel

MS PowerPoint

MS Outlook

Education

College degree in business, accounting or finance

Tools

Banking software

MS Word

MS Excel

MS PowerPoint

MS Outlook

Job description

Regional Relationship Banker II (Project Management)

People Drive Our Success

GENERAL SUMMARY

Travel to various branches within the assigned region to work as a substitute for Relationship Banker IIs during absences, including vacations, leaves, and emergency situations. Responsible for primarily opening new accounts, cross-selling bank products/services, referring customers to other areas of the bank as appropriate, and resolving customer service issues. As needed, will process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. Follow regulations and bank security procedures to protect customers as well as minimize risk to the bank.

This position supports the opening of our new Beverly Hills branch, offering the opportunity to be part of a growing organization with a strong focus on community partnership and service

ESSENTIAL FUNCTIONS

Travels to branches to work as the Relationship Banker II in the absence of the branch's Relationship Banker II.

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.
• 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.

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 in ATM balancing.
• Detect and report fraudulent or suspicious activities by completing BSA reporting as required, Currency Transactions Reports or Monetary Instrument Reports.

QUALIFICATIONS

Education: College degree in business, accounting or finance preferred or related work experience.

Experience: 1-2 years of cash handling, customer service in a retail environment, or sales experience preferred. Minimum 1 years of new accounts, sales experience, or relevant banking experience.

Skill/Ability: Availability to work any shift matching the branch banking hours and/or staffing needs. A willingness to work a flexible schedule. A willingness to travel to multiple locations as business needs arise. Motivated to consistently provide 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. 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).

OTHER DETAILS

$22.00 – $27.00 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for incentive compensation.

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 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 affirmative 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 makewww.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] [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.Regional Operations