Relationship Banking Officer

7 days ago

Cupertino, California, United States Cathay Bank Full time

Job Summary

Cathay 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 Responsibilities

  • Deepen customer relationships by cross-selling bank products/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 provide guidance and support as needed.
  • Originate and process mortgage loans.
  • Build and maintain relationships with active customer portfolio management.
  • Identify opportunities to cross-sell bank products and services to ensure customers' financial goals are met.
  • Provide quality personalized customer service and maintain frequent customer contact to expand relationships and ensure customer retention.
  • Proactively support branch new business promotions.
  • Achieve assigned sales goals in areas of loans, deposits, and fee income.
  • Represent the bank in civic/community affairs, as appropriate.

Requirements

  • 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 and strongly recommend licensing for FINRA Series 6 & 63 or Series 7 & 65.
  • Required to obtain MLO (Mortgage Loan Originator) status to originate mortgage loans. Must possess an active registration or be eligible for registration under the Nationwide Licensing System & Registry (NMLS) within 6 months of hire or designation as a Relationship Banking Officer.
  • 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 – can multi-task, work well under pressure, and follow through on commitments.
  • Excellent interpersonal, listening, and communication skills – can make personal connections, engage and educate the customer, ask open-ended questions, listen to establish trust, and build lasting relationships.
  • Demonstrated ability to assess customer needs, provide appropriate solutions or recommendations, and optimize sales opportunities to new and existing customers.
  • Demonstrated ability to apply strong critical thinking and problem-solving skills to a variety of situations and create action plans.
  • Ability to work independently and as part of a team.
  • Ability to give and receive feedback to improve skills and job knowledge.
  • Able to work weekends and extended hours as required to meet business demands.
  • Bilingual English/Chinese (Mandarin or Cantonese) preferred.
  • Able and willing to commute as required for business needs.

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