Relationship Banking Officer
1 day ago
Cathay Bank is seeking a skilled Relationship Banking Officer to join our team. As a key member of our branch operations, you will be responsible for managing a customer portfolio and providing exceptional service to our clients.
Responsibilities- Build and maintain strong relationships with customers through effective communication and rapport-building skills.
- Identify opportunities to cross-sell bank products and services to meet customer needs and expand our business.
- Originate and process mortgage loans while adhering to regulatory requirements and company policies.
- Maintain open communication with other sales personnel to ensure seamless customer support.
- Provide personalized customer service, address customer inquiries, and resolve issues in a timely manner.
- Support new business promotions and achieve assigned sales goals in areas of loans, deposits, and fee income.
- A college degree in business, accounting, or finance is preferred but not required.
- A minimum of 2-5 years of retail banking experience with a focus on sales and business development is desirable.
- Thorough knowledge of bank products and services, as well as regulations affecting new account processing, is essential.
- A State(s) Life Insurance License must be obtained within 12 months of hire, and licensure for FINRA Series 6 & 63 or Series 7 & 65 is strongly recommended.
- An active registration under the Nationwide Licensing System & Registry (NMLS) is required to originate mortgage loans.
- Proficiency in PC applications, data entry, and Microsoft Office software is necessary.
- Strong critical thinking and problem-solving skills are essential for assessing customer needs and optimizing sales opportunities.
Cathay Bank offers a competitive benefits package that includes medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
CompensationThe estimated salary range for this position is $25.00 - $31.25 per hour, based on job-related knowledge, skills, experience, and location. Pay is determined by individual performance and qualifications.
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