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CB
Cathay Bank
Relationship Banker I
Entry-Level JobVerifiedNo experience needed
Career Insights for Personal Banker
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Based on California data
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What they do
A Personal Banker works for a bank to sell bank services to individual clients. Promotes different account options, loans or other services to customers that have assets or deposits in that bank.
$77,985 / year median in California
-22% projected decline
Job Description
Relationship Banker I at Cathay Bank Relationship Banker I at Cathay Bank in El Monte, California Posted in 20 days ago.
Type:
Full-Time 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. Apply today! What our team members are saying:GENERAL SUMMARY
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 teller transactions and provide operational support. 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.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 in ATM balancing.
- Detect and report fraudulent or suspicious activities by completing BSA reporting as required, Currency Transactions Reports or Monetary Instrument Reports. 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. 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, but not required.
- 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.