Relationship Banking Officer

1 day ago


Cupertino, California, United States Cathay Bank Full time
Job Description

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.
Requirements
  • 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.
Benefits

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).

Compensation

The 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.



  • Cupertino, California, United States Cathay Bank Full time

    Job SummaryThe Customer Relationship Manager will be responsible for supporting the branch operations administration and managing a customer portfolio of Retail branch customers (consumer & business) and business development activities.Key ResponsibilitiesBuild rapport and maintain/expand branch relationships with active customer portfolio...


  • Cupertino, California, United States Etched, Inc. Full time

    Job SummaryWe are seeking an experienced Director of Finance to join our team at Etched, Inc. in Cupertino. As a key member of our executive team, you will be responsible for leading our finance operations and providing strategic financial guidance to support our company's growth.The ideal candidate will have a strong background in finance, with a minimum of...

  • Security Officer

    1 month ago


    Cupertino, California, United States MSCCN Full time

    Job Title: Security OfficerWe are seeking a highly motivated and detail-oriented Security Officer to join our team at a Retail Site in Cupertino, CA.Job Summary:The Security Officer will be responsible for providing customer service to our clients by carrying out safety and security procedures, site-specific policies, and emergency response...


  • Cupertino, California, United States ETCHED LLC Full time

    As Etched scales, our company will face a multitude of strategic and financial operational challenges. From deciding pricing, SKUs, and unit economics to accounting, financing strategies, and cash flow and supply chain management, we are seeking an experienced Corporate Financial Director to tackle strategic financial challenges and execute on our day-to-day...


  • Cupertino, California, United States ETCHED LLC Full time

    {"title": "Technical Program Manager", "description": "About EtchedEtched is a cutting-edge technology company that specializes in building AI chips tailored for individual model architectures. Our flagship product, Sohu, boasts an order of magnitude more throughput and lower latency than a B200, making it an ideal solution for real-time video generation...


  • Cupertino, California, United States Whole Foods Market Full time

    Culinary Excellence and LeadershipThe Prepared Foods Culinary Leader is a key role in driving culinary excellence and hospitality experience on the Retail Floor at Whole Foods Market. As a leader in our Prepared Foods team, you will be responsible for expediting and executing operational SOPs, merchandising standards, in stock levels, core menu...


  • Cupertino, United States Cathay Bank Full time

    GENERAL SUMMARY Responsible for supporting the branch operations administration and managing a customer portfolio of Retail branch customers (consumer & business) and business development activities. Primary responsibilities include deepening customer relationships by cross selling bank products/services and referring customers to other areas of the...

  • Relationship Banker

    2 weeks ago


    Cupertino, United States comerica Full time

    Relationship BankerWhat we can offer you:Career Growth - promotional opportunitiesIncentive program based on performancePaid Time Off (PTO), Paid Holidays for Full Time/Part Time EmployeesHealth, Dental, Vision, 401k match and Life InsuranceEmployee Assistance ProgramTuition Assistance Program (Full Time)Financial Coaching and Benefit GuidanceFloating...

  • Relationship Banker

    4 days ago


    Cupertino, United States comerica Full time

    Relationship BankerWhat we can offer you:Career Growth - promotional opportunitiesIncentive program based on performancePaid Time Off (PTO), Paid Holidays for Full Time/Part Time EmployeesHealth, Dental, Vision, 401k match and Life InsuranceEmployee Assistance ProgramTuition Assistance Program (Full Time)Financial Coaching and Benefit GuidanceFloating...


  • Cupertino, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Office Assistant

    2 weeks ago


    Cupertino, United States Merry Maids Full time

    Position Overview: Provides general facilities administration support which may include data entry, system updates. Confirms customer appointments. Creates and updates schedules with new customer information and provide team members with daily appointments/routes. May assistant with new hire paperwork, orientation, and training. Responsibilities: Completes...

  • Office Assistant

    3 weeks ago


    Cupertino, United States Merry Maids Full time

    Position Overview: Provides general facilities administration support which may include data entry, system updates. Confirms customer appointments. Creates and updates schedules with new customer information and provide team members with daily appointments/routes. May assistant with new hire paperwork, orientation, and training. Responsibilities: Completes...


  • Cupertino, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Care Navigator I

    7 days ago


    Cupertino, United States AC Wellness Full time

    SUMMARYAt AC Wellness, our entire focus is to deliver compassionate, effective healthcare to the Apple employee population. We believe that trusting, accessible relationships with our patients, enabled by technology, promotes high quality care and a great patient experience. This is fostered by an environment of continuous learning and teamwork, which in...

  • Director of Finance

    4 weeks ago


    Cupertino, United States ETCHED LLC Full time

    About Etched Etched is building AI chips that are hard-coded for individual model architectures. Our first product (Sohu) only supports transformers, but has an order of magnitude more throughput and lower latency than a B200. With Etched ASICs, you can build products that would be impossible with GPUs, like real-time video generation models and extremely...

  • Head of Finance

    4 weeks ago


    cupertino, United States Etched Full time

    About Etched:Etched is building AI chips that are hard-coded for individual model architectures. Our first product (Sohu) only supports transformers, but has an order of magnitude more throughput and lower latency than a B200. With Etched ASICs, you can build products that would be impossible with GPUs, like real-time video generation models and extremely...

  • Head of Finance

    4 weeks ago


    Cupertino, United States Etched Full time

    About Etched:Etched is building AI chips that are hard-coded for individual model architectures. Our first product (Sohu) only supports transformers, but has an order of magnitude more throughput and lower latency than a B200. With Etched ASICs, you can build products that would be impossible with GPUs, like real-time video generation models and extremely...

  • Tax Senior Manager

    2 weeks ago


    Cupertino, United States Aardvark Tax Advisors Full time

    Aardvark Tax Advisors, LLCWe are a fast-growing accounting practice, with offices in the Bay Area of California and New Hampshire. We are dedicated to providing superior tax preparation, accounting, and advisory services to a diverse range of clients by embracing cutting-edge technology. With a commitment to professionalism, reliability, and continuous...

  • Tax Senior Manager

    2 weeks ago


    Cupertino, United States Aardvark Tax Advisors Full time

    Aardvark Tax Advisors, LLCWe are a fast-growing accounting practice, with offices in the Bay Area of California. We are dedicated to providing superior tax preparation, accounting, and advisory services to a diverse range of clients by embracing cutting-edge technology. With a commitment to professionalism, reliability, and continuous improvement, we are...

  • Tax Senior Manager

    2 weeks ago


    Cupertino, United States Aardvark Tax Advisors Full time

    Aardvark Tax Advisors, LLC We are a fast-growing accounting practice, with one of our offices located in the Bay Area of California and New Hampshire. We are dedicated to providing superior tax preparation, accounting, and advisory services to a diverse range of clients by embracing cutting-edge technology. With a commitment to professionalism,...


  • Cupertino, CA, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Procurement

    4 weeks ago


    Cupertino, United States ETCHED LLC Full time

    About Etched Etched is building AI chips that are hard-coded for individual model architectures. Our first product (Sohu) only supports transformers, but has an order of magnitude more throughput and lower latency than a B200. With Etched ASICs, you can build products that would be impossible with GPUs, like real-time video generation models and extremely...

  • Dental Assistant

    1 month ago


    Cupertino, United States Gentle Dental Full time

    At Gentle Dental, we value our teammate’s smile as much as our patient’s smile. Our vision is to provide exceptional, lifelong, integrated oral healthcare services. We enhance the quality of our patients’ lives by providing accessible oral healthcare, which is paramount to overall health and well-being. We focus on a commitment to patient care,...

  • Dental Assistant

    2 months ago


    Cupertino, United States Gentle Dental Full time

    At Gentle Dental, we value our teammate’s smile as much as our patient’s smile. Our vision is to provide exceptional, lifelong, integrated oral healthcare services. We enhance the quality of our patients’ lives by providing accessible oral healthcare, which is paramount to overall health and well-being. We focus on a commitment to patient care,...

  • Tax Senior Manager

    1 week ago


    Cupertino, United States W3Global Inc. Full time

    Job DescriptionJob DescriptionResponsibilitiesClient RelationshipsBuild and maintain strong relationships by addressing complex tax matters and providing strategic financial and tax advice.Collaborate with colleagues to identify client challenges and opportunities.Tax ServicesManage and oversee the preparation of individual, business, and estate tax...


  • Cupertino, United States Allied Universal® Full time

    Job DescriptionAllied Universal®, North America’s leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclusive workplace, you will be part of a team that fuels a culture that will reflect in our communities and customers we serve. We offer medical, dental and...