Relationship Banker & Mortgage Specialist

Cathay Bank; San Francisco (CA); Sur place; USD 39 000 - 41 000; Plein temps

Avantages offerts par ce poste

Medical insurance

Dental insurance

Vision insurance

Life insurance

Long-term disability insurance

FSAs

HSA with company contributions

401(k)

Résumé du poste

Cathay Bank is seeking a Relationship Banking Officer to manage a retail customer portfolio, open new accounts, and deepen customer relationships by cross-selling bank products and services. You will also support daily branch operations and provide exceptional service.

Important qualifications include a college degree in business/finance, 5+ years retail banking experience, and willingness to obtain required licenses. Weekend hours and bilingual English/Chinese are preferred competencies.

Qualifications

• College degree in business, accounting or finance preferred, but not required.
• Minimum 5 years of retail banking experience with an emphasis on sales and business development a plus.
• Thorough knowledge of Bank products and services.
• Must be knowledgeable of and adhere to regulations and policies affecting new account processing.
• Obtain appropriate State Life Insurance License within 12 months of hire or designation as a Relationship Banking Officer and strongly recommend licensing for FINRA Series 6 & 63 or Series 7 & 65.
• Required to obtain MLO status to originate mortgage loans; must be eligible for NMLS within 6 months of hire.

Responsabilités

• Build rapport and expand branch relationships with active customer portfolio management.
• Identify opportunities to cross-sell bank products and services to meet customers’ financial goals.
• Originate and process Mortgage Loans.
• Maintain open communication with Bank sales personnel such as Financial Advisors, Commercial Lenders, Cash Management, etc.
• Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention.
• Proactively support branch new business promotions.
• Achieve assigned sales goals in Loans, Deposits, and Fee Income.
• Represent the Bank in civic/community affairs, as appropriate.

Connaissances

Interpersonal skills

Communication skills

Bilingual English/Chinese preferred

Formation

College degree in business, accounting or finance preferred

Outils

Banking software

10-key

MS Word

Excel

PowerPoint

Outlook

Description du poste

Cathay Bank is seeking a Relationship Banking Officer to manage a retail customer portfolio, open new accounts, and deepen customer relationships by cross-selling bank products and services. You will also support daily branch operations and provide exceptional service.

Important qualifications include a college degree in business/finance, 5+ years retail banking experience, and willingness to obtain required licenses. Weekend hours and bilingual English/Chinese are preferred competencies.