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Relationship Banker I - San Gabriel California
Company: Cathay Bank - Headquarters Location: San Gabriel, California
Posted On: 02/02/2025
Relationship Banker I San Gabriel, CA, USA Req #2534 Tuesday, January 21, 2025 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: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com 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 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.
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