Relationship Banking Officer
4 days ago
We are seeking a highly skilled and motivated Relationship Banking Officer to join our team at Cathay Bank. As a key member of our branch operations, you will be responsible for supporting the administration of branch operations and managing a customer portfolio of retail branch customers.
Key Responsibilities- Deepen customer relationships by cross-selling bank products and services, and referring customers to other areas of the bank as appropriate.
- Provide operational support, including conducting teller and new account opening transactions, while delivering exceptional customer service.
- Follow regulations and bank security procedures to protect customers and minimize risk to the bank.
- Supervise others and manage a team to achieve sales goals in areas of loans, deposits, and fee income.
- Represent the bank in civic/community affairs, as appropriate.
- College degree in business, accounting, or finance preferred, but not required.
- Minimum 2-5 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(s) Life Insurance License within 12 months of hire or designation as a Relationship Banking Officer.
- Required to obtain MLO (Mortgage Loan Originator) status to originate mortgage loans.
Cathay Bank offers its full-time employees a competitive benefits package, including medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Equal Opportunity EmployerCathay Bank is an Equal Opportunity and Affirmative Action Employer. We believe in diversity, equity, and inclusion in the workplace. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
-
Relationship Banking Officer
2 weeks ago
Cupertino, California, United States Cathay Bank Full timeJob SummaryCathay Bank is seeking a highly skilled Relationship Banking Officer to join our team. As a key member of our branch operations, you will be responsible for supporting the administration of branch operations and managing a customer portfolio of retail branch customers (consumer & business) and business development activities.Key...
-
Retail Banking Specialist
2 weeks ago
Cupertino, California, United States Cathay Bank Full timeJob SummaryCathay Bank is seeking a highly skilled Relationship Banking Officer to join our team. As a key member of our branch operations, you will be responsible for supporting the administration of branch operations and managing a customer portfolio of retail branch customers. Your primary responsibilities will include deepening customer relationships by...
-
Relationship Banker
2 weeks ago
Cupertino, California, United States Bank of America Full timeJob DescriptionJob Summary:We are seeking a highly motivated and customer-focused Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with clients, providing exceptional customer service, and driving business growth.Key Responsibilities:Engage clients in...
-
Financial Relationship Manager
1 week ago
Cupertino, California, United States CTBC Bank Full timeJob SummaryCTBC Bank is seeking a highly motivated and experienced Financial Relationship Specialist to join our team. As a key member of our sales team, you will be responsible for generating revenue by establishing a strong center of influence and participating in community events.Key ResponsibilitiesBusiness Development (40%)Meet with current and...
-
Mortgage Loan Officer
1 week ago
Cupertino, California, United States PNC Financial Services Group Full timeJob SummaryPNC Financial Services Group is seeking a highly skilled Mortgage Loan Officer to join our team. As a Mortgage Loan Officer, you will be responsible for recommending loan solutions to clients, managing customer relationships, and collaborating with internal and external stakeholders to complete mortgage transactions.Key ResponsibilitiesLoan...
-
Relationship Banker
6 days ago
Cupertino, California, United States First Technology Federal Credit Union Full timeJob SummaryWe are seeking a highly skilled and motivated Relationship Banker to join our team at First Technology Federal Credit Union. As a Relationship Banker, you will be responsible for building strong relationships with our members, providing exceptional customer service, and promoting our financial products and services.Key ResponsibilitiesMember...
-
Relationship Banker
5 days ago
Cupertino, California, United States First Technology Federal Credit Union Full timeJob SummaryWe are seeking a skilled Relationship Banker to join our team at First Tech Federal Credit Union. As a Relationship Banker, you will be responsible for building strong relationships with our members, providing exceptional customer service, and processing routine financial transactions.Key ResponsibilitiesProcess financial transactions, including...
-
Mortgage Loan Officer
4 months ago
Cupertino, California, United States PNC Full timePosition OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...
-
Chief Operating Officer
4 days ago
Cupertino, California, United States Jesica Full timeJob OverviewA dynamic boutique law firm specializing in employment and family law is seeking an experienced Chief Operating Officer (COO) to lead its operations. The ideal candidate will have at least five years of experience in a law firm environment, strong business acumen, and solid human resource skills.Key ResponsibilitiesFinance: Oversee planning,...
-
Mortgage Loan Officer
2 days ago
Cupertino, California, United States PNC Financial Services Group Full timeJob SummaryPNC Financial Services Group is seeking a skilled Mortgage Loan Officer to join our team in the South Bay area. As a Mortgage Loan Officer, you will be responsible for recommending loan solutions to clients, managing customer relationships, and collaborating with internal and external stakeholders to complete mortgage transactions.Key...
-
Executive Vice President of Strategic Growth
2 weeks ago
Cupertino, California, United States Richtech Robotics Inc. Full timeAbout the RoleRichtech Robotics Inc. is seeking a highly skilled and strategic Executive Vice President of Strategic Growth to join our executive team and lead our efforts in forging strategic partnerships and securing strategic investment capital to fuel our growth.Key ResponsibilitiesStrategic Leadership: Develop and implement long-term strategic...
-
Customer Service Representative
2 weeks ago
Cupertino, California, United States Jobs via eFinancialCareers Full timeAbout the RoleCathay Bank is seeking a highly motivated and experienced professional to fill the position of Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesCustomer Service: Interact with clients in a professional and effective...
-
Senior Vice President of Strategic Initiatives
2 weeks ago
Cupertino, California, United States Richtech Robotics Inc. Full timeJob OverviewSalary: $200,000/yearJob Type: Full-time / Part-time Strategic Development Advisor also availableAbout Richtech Robotics: Richtech Robotics is at the forefront of robotics innovation, delivering cutting-edge solutions across the hospitality, food and beverage, and healthcare sectors. Our mission is to transform these industries through advanced...
-
Senior Vice President of Strategic Initiatives
2 weeks ago
Cupertino, California, United States Richtech Robotics Inc. Full timeJob OverviewSalary: $200,000/yearJob Type: Full-time / Part-time Strategic Development Advisor also availableAbout Richtech Robotics: Richtech Robotics is a pioneering company in the robotics sector, focusing on cutting-edge solutions tailored for the hospitality, food and beverage, and healthcare industries. Our mission is to transform these fields through...
-
Senior Vice President of Strategic Initiatives
2 weeks ago
Cupertino, California, United States Richtech Robotics Inc. Full timeJob OverviewSalary: $200,000/yearJob Type: Full-time / Part-time Strategic Development Advisor also availableAbout Richtech Robotics: Richtech Robotics is at the forefront of robotics innovation, delivering cutting-edge solutions tailored for the hospitality, food and beverage, and healthcare sectors. Our mission is to transform these industries through...
-
Investment Consultant
6 days ago
Cupertino, California, United States Charles Schwab Full timeAbout the RoleAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean you'll get the tools you need to make a positive difference in the finance industry.Key ResponsibilitiesBuild a book of business through proactive, outbound calls to...
-
Investment Consultant
3 days ago
Cupertino, California, United States Charles Schwab Full time{"title": "Investment Consultant Role Overview", "content": "At Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Key Responsibilities: Build a book...
-
Investment Consultant
7 days ago
Cupertino, California, United States Charles Schwab Full timeAbout the RoleAs a Financial Consultant at Charles Schwab, you will have the opportunity to learn and grow within our Branch Network at the ground floor. This role provides the exposure and experience required to advance in the challenging space of financial consulting. You will learn what it takes to build a book of business through proactive, outbound...
-
Investment Consultant
6 days ago
Cupertino, California, United States Charles Schwab Full timeAbout the RoleAs a Financial Consultant at Charles Schwab, you will have the opportunity to learn and grow within our Branch Network. This role provides the exposure and experience required to advance in the challenging space of financial consulting. You will learn what it takes to build a book of business through proactive, outbound calls to existing...
-
Investment Consultant
5 days ago
Cupertino, California, United States Charles Schwab Full timeAbout the RoleAs a Financial Consultant at Charles Schwab, you will have the opportunity to learn and grow within our Branch Network at the ground floor. This role provides the exposure and experience required to advance in the challenging space of financial consulting. You will learn what it takes to build a book of business through proactive, outbound...