Qureos Mentor

Cathay General Bancorp

People Drive Our Success
 
Are 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 3
 
Learn 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
 
Sales & Service
 
<ul>
<li>Identify sales opportunities to cross-sell bank products and services to ensure customers’ financial goals are met.</li>
<li>Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention.</li>
<li>Maintain open communication with Bank business partners and make referrals as appropriate (e.g. Financial Advisors, Commercial Lenders).</li>
<li>Proactively support branch new business promotions.</li>
<li>Originate and process mortgage loans.</li>
<li>Achieve assigned sales goals.</li>
</ul>
New Accounts
 
<ul>
<li>Independently perform all aspects of new account opening procedures for all bank products/services.</li>
<li>Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution.</li>
<li>Perform customer service functions such as check orders, change of address, return mail processing, supersede signature cards, and other account maintenance changes.</li>
<li>Maintain confidentiality of customer information as well as Bank proprietary information.</li>
</ul>
Operations
 
<ul>
<li>Perform deposits and withdrawal transactions.</li>
<li>Reconcile and balance teller cash drawer.</li>
<li>Process outgoing wires.</li>
<li>Essential functions of Safe Deposit box (e.g. entry, opening, maintenance).</li>
<li>Assist customers with problem resolution.</li>
<li>Assist in ATM balancing.</li>
<li>Detect and report fraudulent or suspicious activities by completing BSA reporting as required, Currency Transactions Reports or Monetary Instrument Reports.</li>
</ul>
QUALIFICATIONS
 
<ul>
<li>College degree in business, accounting or finance preferred, but not required.</li>
<li>2 or more years of new accounts, sales, cash handling, retail experience and/or relevant banking experience required.</li>
<li>PC literate and typing proficient. Previous experience with data entry, 10-key, banking software, and Microsoft Word, Excel, PowerPoint and Outlook a plus.</li>
<li>Detail-oriented and organized – can multi-task, work well under pressure and follow through on commitments.</li>
<li>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.</li>
<li>Demonstrated ability to apply strong critical thinking and problem solving skills to a variety of situations and create action plans.</li>
<li>Demonstrated ability to assess customer needs, provide appropriate solutions or recommendations, and optimize sales opportunities to new and existing customers.</li>
<li>Ability to work independently and as part of team.</li>
<li>Ability to give and receive feedback to improve skills and job knowledge.</li>
<li>Able to work weekends and extended hours as required to meet business demands</li>
<li>Bilingual English/Chinese (Mandarin or Cantonese) preferred.</li>
<li>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 Senior Relationship Banker.</li>
<li>May obtain (optional) appropriate State(s) Life & Health Insurance License(s), FINRA Series 6 & 63 or Series 7 & 65 within 12 months of hire or designation as a Senior Relationship Banker.</li>
<li>Able and willing to commute as required for business needs.</li>
</ul>
OTHER DETAILS
 $26.00 – $29.00 / hour
 Pay determined based on job-related knowledge, skills, experience, and location.
 This position may be eligible for incentive compensation.
 
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 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 “Know Your Rights: Workplace Discrimination is Illegal” Poster:
 Poster- English
 Poster- Spanish
 Poster- Chinese Traditional
 Poster- Chinese Simplified
 
Cathay Bank endeavors to make www.CathayBank.comaccessible 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.

Senior Relationship Banker

People Drive Our Success
 
Are 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!
 
Learn more about us at cathaybank.com
 
GENERAL SUMMARY
 
Responsible for primarily handling teller transactions, providing operational support, cross-selling bank products/services, and resolving customer service issues. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. As needed, will open accounts and refer customers to other areas of the bank as appropriate. Follow regulations and bank security procedures to protect customers as well as minimize risk to the bank.
 
ESSENTIAL FUNCTIONS
 
Operations
 
<ul>
<li>Perform deposits and withdrawal transactions.</li>
<li>Reconcile and balance teller cash drawer.</li>
<li>Process outgoing wires.</li>
<li>Essential functions of Safe Deposit box (e.g. entry, opening, maintenance).</li>
<li>Assist customers with problem resolution.</li>
<li>Assist in ATM balancing.</li>
<li>Detect and report fraudulent or suspicious activities by completing BSA reporting as required, Currency Transactions Reports or Monetary Instrument Reports.</li>
</ul>
New Accounts
 
<ul>
<li>Perform all aspects of new account opening procedures for all bank products/services.</li>
<li>Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution.</li>
<li>Perform customer service functions such as check orders, change of address, return mail processing, supersede signature cards, and other account maintenance changes.</li>
<li>Maintain confidentiality of customer information as well as Bank proprietary information.</li>
</ul>
Sales & Service
 
<ul>
<li>Identify sales opportunities to cross-sell bank products and services to ensure customers’ financial goals are met.</li>
<li>Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention.</li>
<li>Maintain open communication with Bank business partners and make referrals as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial Lenders).</li>
<li>Proactively support branch new business promotions.</li>
</ul>
QUALIFICATIONS
 
<ul>
<li>College degree in business, accounting or finance preferred or related work experience.</li>
<li>6-12 months of cash handling, customer service in a retail environment, or sales experience preferred. Banking experience is a plus.</li>
<li>Desire to learn the banking industry, help others, and work in a professional environment.</li>
<li>PC literate and typing proficient. Previous experience with data entry, 10-key, banking software, and Microsoft Word, Excel, PowerPoint and Outlook a plus.</li>
<li>Detail-oriented and organized with good note taking and follow-up skills.</li>
<li>Good oral and written communication skills – can write clear messages, initiate conversations, and talk to customers about products and services.</li>
<li>Good listening and interpersonal skills – can listen without interrupting, seeks clarification, responds professionally, and keeps emotions under control in difficult situations.</li>
<li>Ability to work independently and as part of team.</li>
<li>Ability to give and receive feedback to improve skills and job knowledge.</li>
<li>Can maintain good attendance and arrive consistently at scheduled start time.</li>
<li>Bilingual English/Chinese (Mandarin or Cantonese) preferred.</li>
<li>Able and willing to commute as required for business needs.</li>
</ul>
OTHER DETAILS
 $19.00 – $23.00 / hour
 Pay determined based on job-related knowledge, skills, experience, and location.
 This position may be eligible for incentive compensation.
 
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 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 “Know Your Rights: Workplace Discrimination is Illegal” Poster:
 Poster- English
 Poster- Spanish
 Poster- Chinese Traditional
 Poster- Chinese Simplified
 
Cathay Bank endeavors to make www.CathayBank.comaccessible 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.

Relationship Banker I (PT)

People Drive Our Success
 
Are 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 3
 
Learn more about us at cathaybank.com
 
GENERAL SUMMARY
 
Travel to various branches within the assigned region to work as a substitute for Relationship Banker Is during absences, including vacations and emergency situations. Responsible for primarily handling teller transactions, providing operational support, cross-selling bank products/services, and resolving customer service issues. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. As needed, will open accounts and refer customers to other areas of the bank as appropriate. Follow regulations and bank security procedures to protect customers as well as minimize risk to the bank.
 
ESSENTIAL FUNCTIONS
 
Travels to branches to work as Relationship Banker l in the absence of the branch’s Relationship Banker l.
 
Operations
 
<ul>
<li>Perform deposits and withdrawal transactions.</li>
<li>Reconcile and balance teller cash drawer.</li>
<li>Process outgoing wires.</li>
<li>Essential functions of Safe Deposit box (e.g. entry, opening, maintenance).</li>
<li>Assist customers with problem resolution.</li>
<li>Assist in ATM balancing.</li>
<li>Detect and report fraudulent or suspicious activities by completing BSA reporting as required, Currency Transactions Reports or Monetary Instrument Reports.</li>
</ul>
New Accounts
 
<ul>
<li>Perform all aspects of new account opening procedures for all bank products/services.</li>
<li>Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution.</li>
<li>Perform customer service functions such as check orders, change of address, return mail processing, supersede signature cards, and other account maintenance changes.</li>
<li>Maintain confidentiality of customer information as well as Bank proprietary information.</li>
</ul>
Sales & Service
 
<ul>
<li>Identify sales opportunities to cross-sell bank products and services to ensure customers’ financial goals are met.</li>
<li>Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention.</li>
<li>Maintain open communication with Bank business partners and make referrals as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial Lenders).</li>
<li>Proactively support branch new business promotions.</li>
</ul>
QUALIFICATIONS
 
<ul>
<li>Education: College degree in business, accounting or finance preferred or related work experience.</li>
<li>Experience: 6-12 months of cash handling, customer service in a retail environment, or sales experience preferred. Banking experience is a plus.</li>
<li>Skill/Ability: Availability to work any shift matching the branch banking hours and/or staffing needs. A willingness to work a flexible schedule. A willingness to travel to multiple locations as business needs arise. Desire to learn the banking industry, help others, and work in a professional environment. 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 with good note taking and follow-up skills. Good oral and written communication skills – can write clear messages, initiate conversations, and talk to customers about products and services. Good listening and interpersonal skills – can listen without interrupting, seeks clarification, responds professionally, and keeps emotions under control in difficult situations. Ability to work independently and as part of team. Ability to give and receive feedback to improve skills and job knowledge. Can maintain good attendance and arrive consistently at scheduled start time. Bilingual English/Chinese (Mandarin or Cantonese) preferred.</li>
</ul>
OTHER DETAILS
 Level I: $19.00 – $23.00 / hour
 Level II: $22.00 - $25.00 / hour
 Pay determined based on job-related knowledge, skills, experience, and location.
 This position may be eligible for incentive compensation.
 
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 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 “Know Your Rights: Workplace Discrimination is Illegal” Poster:
 Poster- English
 Poster- Spanish
 Poster- Chinese Traditional
 Poster- Chinese Simplified
 
Cathay Bank endeavors to make www.CathayBank.comaccessible 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.

Regional Relationship Banker I or II

People Drive Our Success
 
Are 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 3
 
Learn more about us at cathaybank.com
 
GENERAL SUMMARY
 Responsible for assisting and servicing clients through inbound and outbound calls. Perform regular daily officer functions which include coordinating daily activities of a client service team and responding to client inquiries. Act as second-tier support for complex account servicing. Provide training and daily supervision to team members. Consistently deliver a high level client service experience. Ensure regulatory compliance and adherence to bank policies and procedures.
 
ESSENTIAL FUNCTIONS
 <ul>
<li>Answer and direct incoming calls in a timely, professional, and courteous manner. Provide coverage for client service specialists when needed including performing daily operational functions, online banking, and related service requests/maintenance.</li>
<li>Support and assist client service specialists with complex client servicing and escalated service issues.</li>
<li>Ensure all daily operational functions including online banking enrollments, email inquiries and voice messages are completed and responded to in a timely manner.</li>
<li>Participate in assigned projects and perform user acceptance testing with system upgrades and enhancements.</li>
<li>Maintain appropriate department records and logs.</li>
<li>Ensure client complaints are promptly resolved following established complaint procedures.</li>
<li>Maintain department abandoned rates and wait times at acceptable levels.</li>
<li>Create monthly work schedules along with department managers and ensure all work shifts are covered.</li>
<li>Provide communication to team members of updates related to products, services, promotions, procedures, and process changes.</li>
<li>Work closely with department managers in team building, mentoring, coaching and staff training.</li>
<li>Reinforce and ensure client service specialists adhere and comply with bank policies, procedures, and compliance regulations.</li>
</ul>
QUALIFICATIONS
 Education: High school degree or equivalent. College degree a plus.
 
Experience: 
<ul>
<li>Minimum three years’ customer service experience within a call center environment.</li>
<li>Minimum two years’ experience with online banking products.</li>
<li>Minimum two years of banking experience.</li>
<li>Knowledge of complex support application systems.</li>
</ul>
Skills/Ability: 
<ul>
<li>Strong active-listening and verbal-communication skills.</li>
<li>Exceptional interpersonal and rapport building skills.</li>
<li>Proficient in problem solving.</li>
<li>Knowledge of banking operations and understanding of banking products and services.</li>
<li>Ability to work in a team-oriented environment.</li>
<li>Demonstrated ability to provide exceptional client service.</li>
<li>Ability to multitask and manage time effectively.</li>
<li>Adapt to change within a fast-paced environment.</li>
<li>Proficient with computer applications (Microsoft Word, Excel, Outlook)</li>
<li>Flexible with work hours. Comfortable working a schedule that may fall outside standard 8:30 a.m. to 5:30 p.m. hours.</li>
<li>Bi-lingual English and Chinese (Mandarin or Cantonese) preferred, but not required.</li>
</ul>
OTHER DETAILS
 
$24.04 – $28.00 / hour
 Pay determined based on job-related knowledge, skills, experience, and location.
 This position may be eligible for a discretionary bonus.
 
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 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 “Know Your Rights: Workplace Discrimination is Illegal” Poster:
 Poster- English
 Poster- Spanish
 Poster- Chinese Traditional
 Poster- Chinese Simplified
 
Cathay Bank endeavors to make www.CathayBank.comaccessible 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.

Client Care Center Officer

People Drive Our Success
 
Are 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 3
 
Learn more about us at cathaybank.com
 
GENERAL SUMMARY
 Assist Financial Advisor (FA) with all administrative related tasks. Provides sales, processing, operational, administrative, and customer service support to Financial Advisor. Assist in the coordination of activities, travel arrangements, scheduling conferences/meetings, managing Financial Advisor’s calendar, and other projects as assigned. Act as a liaison between the client, Financial Advisor, and back office.
 
ESSENTIAL FUNCTIONS
 <ul>
<li>Answer telephone calls (responding, screening, and delegating calls as appropriate), and provide other assistance to callers if possible.</li>
<li>Manage Financial Advisor’s calendar and schedule appointments.</li>
<li>Arrange customer seminars and branch employee training.</li>
<li>Assist in coordinating activities, prepare presentation materials, and support Financial Advisor for business-related functions.</li>
<li>Prepare requested reports.</li>
<li>Process documents, open client account, and upload to Smartworks Docupace.</li>
<li>Assist Financial Advisor in marketing activities, use MarketingCentral and maintain client relationship management database.</li>
<li>Establish and maintain customer files.</li>
<li>Help Financial Advisor prepare for auditing.</li>
</ul>
QUALIFICATIONS
 <ul>
<li>Education: College degree with business classes preferred but not mandatory.</li>
<li>Experience: 2-5 years of applicable administrative experience required.</li>
<li>Skills/Ability: Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook); strong communication and presentation skills; excellent follow-up and organizational skills; ability to work successfully both independently and as a team player. Be well organized, detail-oriented, manage multiple tasks and priorities, and have excellent customer service and computer skills.</li>
</ul>
OTHER DETAILS
 Without License: $20.00 – $21.63 / hour
 With License: $21.63 – $25.00 / hour
 Pay determined based on job-related knowledge, skills, experience, and location.
 This position may be eligible for incentive compensation.
 
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 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 “Know Your Rights: Workplace Discrimination is Illegal” Poster:
 Poster- English
 Poster- Spanish
 Poster- Chinese Traditional
 Poster- Chinese Simplified
 
Cathay Bank endeavors to make www.CathayBank.comaccessible 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.

Assistant to Financial Advisor

People Drive Our Success
 
Are 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 3
 
Learn 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
 Sales & Service
 <ul>
<li>Identify sales opportunities to cross-sell bank products and services to ensure customers’ financial goals are met.</li>
<li>Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention.</li>
<li>Maintain open communication with Bank business partners and make referrals as appropriate (e.g. Financial Advisors, Commercial Lenders).</li>
<li>Proactively support branch new business promotions.</li>
<li>Originate and process mortgage loans.</li>
<li>Achieve assigned sales goals.</li>
</ul>
New Accounts
 <ul>
<li>Independently perform all aspects of new account opening procedures for all bank products/services.</li>
<li>Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution.</li>
<li>Perform customer service functions such as check orders, change of address, return mail processing, supersede signature cards, and other account maintenance changes.</li>
<li>Maintain confidentiality of customer information as well as Bank proprietary information.</li>
</ul>
Operations
 <ul>
<li>Perform deposits and withdrawal transactions.</li>
<li>Reconcile and balance teller cash drawer.</li>
<li>Process outgoing wires.</li>
<li>Essential functions of Safe Deposit box (e.g. entry, opening, maintenance).</li>
<li>Assist customers with problem resolution.</li>
<li>Assist in ATM balancing.</li>
<li>Detect and report fraudulent or suspicious activities by completing BSA reporting as required, Currency Transactions Reports or Monetary Instrument Reports.</li>
</ul>
QUALIFICATIONS
 <ul>
<li>College degree in business, accounting or finance preferred, but not required.</li>
<li>2 or more years of new accounts, sales, cash handling, retail experience and/or relevant banking experience required.</li>
<li>PC literate and typing proficient. Previous experience with data entry, 10-key, banking software, and Microsoft Word, Excel, PowerPoint and Outlook a plus.</li>
<li>Detail-oriented and organized – can multi-task, work well under pressure and follow through on commitments.</li>
<li>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.</li>
<li>Demonstrated ability to apply strong critical thinking and problem solving skills to a variety of situations and create action plans</li>
<li>Demonstrated ability to assess customer needs, provide appropriate solutions or recommendations, and optimize sales opportunities to new and existing customers</li>
<li>Ability to work independently and as part of team.</li>
<li>Ability to give and receive feedback to improve skills and job knowledge.</li>
<li>Able to work weekends and extended hours as required to meet business demands</li>
<li>Bilingual English/Chinese (Mandarin or Cantonese) preferred.</li>
<li>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 Senior Relationship Banker.</li>
<li>May obtain (optional) appropriate State(s) Life & Health Insurance License(s), FINRA Series 6 & 63 or Series 7 & 65 within 12 months of hire or designation as a Senior Relationship Banker.</li>
<li>Able and willing to commute as required for business needs.</li>
</ul>
OTHER DETAILS
 $25.00 – $28.00 / hour
 Pay determined based on job-related knowledge, skills, experience, and location.
 This position may be eligible for incentive compensation.
 
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 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 “Know Your Rights: Workplace Discrimination is Illegal” Poster:
 Poster- English
 Poster- Spanish
 Poster- Chinese Traditional
 Poster- Chinese Simplified
 
Cathay Bank endeavors to make www.CathayBank.comaccessible 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.

Sr. Relationship Banker (Temp)

People Drive Our Success
 
Are 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: 
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Learn 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
 
<ul>
<li>Perform all aspects of new account opening procedures for all bank products/services.</li>
<li>Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution.</li>
<li>Perform customer service functions such as check orders, change of address, return mail processing, supersede signature cards, and other account maintenance changes.</li>
<li>Maintain confidentiality of customer information as well as Bank proprietary information.</li>
</ul>
Sales & Service
 
<ul>
<li>Identify sales opportunities to cross-sell bank products and services to ensure customers’ financial goals are met.</li>
<li>Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention.</li>
<li>Maintain open communication with Bank business partners and make referrals as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial Lenders).</li>
<li>Proactively support branch new business promotions.</li>
</ul>
Operations
 
<ul>
<li>Perform deposits and withdrawal transactions.</li>
<li>Reconcile and balance teller cash drawer.</li>
<li>Process outgoing wires.</li>
<li>Essential functions of Safe Deposit box (e.g. entry, opening, maintenance).</li>
<li>Assist customers with problem resolution.</li>
<li>Assist in ATM balancing.</li>
<li>Detect and report fraudulent or suspicious activities by completing BSA reporting as required, Currency Transactions Reports or Monetary Instrument Reports.</li>
</ul>
QUALIFICATIONS
 
<ul>
<li>College degree in business, accounting or finance preferred, but not required</li>
<li>1-2 years of cash handling, customer service in a retail environment, or sales experience required. Banking experience is a plus.</li>
<li>Minimum 1 year new accounts, sales experience, or relevant banking experience, preferred.</li>
<li>Motivated to consistently provide our customers with excellent service and help them achieve their financial goals.</li>
<li>PC literate and typing proficient. Previous experience with data entry, 10-key, banking software, and Microsoft Word, Excel, PowerPoint and Outlook a plus.</li>
<li>Detail-oriented and organized – can multi-task, work well under pressure and follow through on commitments.</li>
<li>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.</li>
<li>Demonstrated ability to assess customer needs, provide appropriate solutions or recommendations, and optimize sales opportunities to new and existing customers</li>
<li>Ability to work independently and as part of team.</li>
<li>Ability to give and receive feedback to improve skills and job knowledge.</li>
<li>Able to work weekends and extended hours as required to meet business demands</li>
<li>Bilingual English/Chinese (Mandarin or Cantonese) preferred.</li>
<li>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).</li>
<li>Able and willing to commute as required for business needs.</li>
</ul>
OTHER DETAILS
 $22.00 – $25.00 / hour
 Pay determined based on job-related knowledge, skills, experience, and location.
 This position may be eligible for incentive compensation.
 
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 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 “Know Your Rights: Workplace Discrimination is Illegal” Poster:
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 Poster- Chinese Simplified
 
Cathay Bank endeavors to make www.CathayBank.comaccessible 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.

Relationship Banker II

Join Cathay General Bancorp and explore 9   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.