Relationship Banker I: Help Clients Reach Financial Goals

Cathay Bank; Plano (TX); On-site; USD 26,000 - 32,000; 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 in Plano, TX is seeking a customer-focused Teller to handle transactions, support daily banking operations, and cross-sell products. You will resolve customer issues, follow security procedures, and assist with opening accounts when needed.

Responsibilities include deposits, withdrawals, wires, account maintenance, and referring customers to other bank services, while maintaining accuracy and confidentiality in a professional environment.

Qualifications

• College degree in business, accounting or finance preferred or related work experience.
• 6-12 months of cash handling, customer service in a retail environment, or sales experience preferred. Banking experience is a plus.
• Desire to learn the banking industry, help others, and work in a professional environment.
• 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 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.

Responsibilities

• Operations: Perform deposits and withdrawal transactions.
• Operations: Reconcile and balance teller cash drawer.
• Operations: Process outgoing wires.
• Operations: Essential functions of Safe Deposit box (entry, opening, maintenance).
• Operations: Assist customers with problem resolution.
• Operations: Assist in ATM balancing.
• Operations: Detect and report fraudulent or suspicious activities by completing BSA reporting as required, Currency Transactions Reports or Monetary Instrument Reports.

Skills

Cash handling

Customer service

Sales experience

Typing

MS Office

Data entry

Attention to detail

Communication

Teamwork

Attendance

Bilingual English/Chinese

Education

College degree preferred

Tools

Banking software

10-key

Job description

Cathay Bank in Plano, TX is seeking a customer-focused Teller to handle transactions, support daily banking operations, and cross-sell products. You will resolve customer issues, follow security procedures, and assist with opening accounts when needed.

Responsibilities include deposits, withdrawals, wires, account maintenance, and referring customers to other bank services, while maintaining accuracy and confidentiality in a professional environment.