Customer Relationship Manager

2 weeks ago


Cupertino, California, United States Cathay Bank Full time

Job Summary


The 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 Responsibilities



  • Build rapport and maintain/expand branch relationships with active customer portfolio management.
  • Identify opportunities to cross-sell bank products and services to ensure customers' financial goals are met.
  • Maintain open communication with Bank sales personnel such as Financial Advisors, Commercial Lenders, Cash Management, etc.
  • Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention.
  • Achieve assigned sales goals in areas of Loans, Deposits, and Fee Income.
  • Represent the Bank in civic/community affairs, as appropriate.
  • Independently perform all aspects of new account opening procedures for all bank products/services.
  • Answer customer inquiries, make appropriate decisions for financial solutions and recommendations and assist with problem resolution.
  • Provide and or supervise others in performing a variety of necessary branch operations required duties.

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.
  • Required to obtain MLO (Mortgage Loan Originator) status to originate mortgage loans.
  • PC literate and typing proficient.
  • Detail-oriented and organized – can multi-task, work well under pressure and follow through on commitments.
  • Excellent interpersonal, listening, and communication skills.
  • Able to work independently and as part of team.
  • Able and willing to commute as required for business needs.

Benefits


Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation.



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