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Relationship Banker I (Temporary)

Company: Cathay Bank
Location: West Covina
Posted on: January 7, 2021

Job Description:

GENERAL SUMMARY




We are looking for the next generation of Relationship Bankers. We are willing to train candidates with exceptional communication and customer service skills. A successful Relationship Banker will be goal-driven and can thrive in a fast-paced environment. Relationship Bankers are the talent behind our retail branches success. Let us build on our future together!




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 and 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.
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.

Keywords: Cathay Bank, West Covina , Relationship Banker I (Temporary), Other , West Covina, California

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