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Relationship Banker II
Knewin Brea, CA
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$89k-119k (estimate)
Full Time 2 Days Ago
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Knewin is Hiring a Relationship Banker II Near Brea, CA

Relationship Banker II Brea, CA, USA Req #2158 Thursday, February 29, 2024 People Drive Our SuccessAre you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members drive and optimism. Together we can make a difference in the financial future of our communities.Apply today!What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3Learn more about us at cathaybank.com GENERAL SUMMARY Responsible for primarily opening new accounts, cross-selling bank products/services, referring customers to other areas of the bank as appropriate, and resolving customer service issues. As needed, will process teller transactions and provide operational support. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. Follow regulations and bank security procedures to protect customers as well as minimize risk to the bank. ESSENTIAL FUNCTIONS New Accounts Perform all aspects of new account opening procedures for all bank products/services.Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution.Perform customer service functions such as check orders, change of address, return mail processing, supersede signature cards, and other account maintenance changes.Maintain confidentiality of customer information as well as Bank proprietary information.Sales & Service Identify sales opportunities to cross-sell bank products and services to ensure customers financial goals are met.Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention.Maintain open communication with Bank business partners and make referrals as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial Lenders).Proactively support branch new business promotions.Operations Perform deposits and withdrawal transactions.Reconcile and balance teller cash drawer.Process outgoing wires.Essential functions of Safe Deposit box (e.g. entry, opening, maintenance).Assist customers with problem resolution.Assist in ATM balancing.Detect and report fraudulent or suspicious activities by completing BSA reporting as required, Currency Transactions Reports or Monetary Instrument Reports.QUALIFICATIONS College degree in business, accounting or finance preferred, but not required1-2 years of cash handling, customer service in a retail environment, or sales experience required. Banking experience is a plus.Minimum 1 year new accounts, sales experience, or relevant banking experience, preferred.Motivated to consistently provide our customers with excellent service and help them achieve their financial goals.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 customersAbility to work independently and as part of 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 demandsBilingual English/Chinese (Mandarin or Cantonese) preferred.May obtain (optional) 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).Able and willing to commute as required for business needs.OTHER DETAILS$22.00 $24.00 / hourPay determined based on job-related knowledge, skills, experience, and location.Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for 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).Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy .Cathay 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.Click here to view the EEO is the Law poster in English. Poster- EnglishClick here to view the EEO is the Law supplement in English. Supplement- EnglishClic aqui para ver la EEO es la Ley poster en espanol. Poster- SpanishClic aqui para ver la EEO es la Ley suplemento en espanol. Supplement- SpanishEEO Poster- ChineseEEO' Supplement- ChineseCathay Bank endeavors to make www.CathayBank.com accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at (626) 582-7370 or mickey.hsu@cathaybank.com . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.Apply Now#J-18808-Ljbffr

by Jobble

Job Summary

JOB TYPE

Full Time

SALARY

$89k-119k (estimate)

POST DATE

04/23/2024

EXPIRATION DATE

05/06/2024

WEBSITE

knewin.com

HEADQUARTERS

FLORIANOPOLIS, SANTA CATARINA

SIZE

100 - 200

FOUNDED

2011

CEO

LUCAS NAZARIO DOS SANTOS

REVENUE

<$5M

INDUSTRY

IT Outsourcing & Consulting

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The following is the career advancement route for Relationship Banker II positions, which can be used as a reference in future career path planning. As a Relationship Banker II, it can be promoted into senior positions as a SB Financial Services Relationship Manager II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Relationship Banker II. You can explore the career advancement for a Relationship Banker II below and select your interested title to get hiring information.

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