Relationship Banker II
$22 - $25 per hourCathay Bank
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. 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. 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 required 1-2 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 customers Ability 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 demands Bilingual 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 – $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 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. #J-18808-Ljbffr Cathay Bank$22 - $25 per hour
Cathay Bank is looking for enthusiastic team members in Dublin, CA to open new accounts and provide exceptional customer service. Candidates should possess 1-2 years of relevant experience and a motivation to help customers achieve their financial goals. Bilingual candidates...SuggestedHourly pay- ...permitted by applicable law. Responsibilities Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients...SuggestedFlexible hoursShift workWeekend workDay shift
- Chase is seeking a Relationship Banker in Pleasanton, California, to build and maintain strong client relationships. This role requires at least one year of sales experience in retail banking and strong communication skills. Responsibilities include providing excellent...Suggested
- Chase is seeking an Associate Relationship Banker in Pleasanton, California. In this role, you will provide welcoming and attentive service to clients, using your financial knowledge to address their needs. Responsibilities include engaging clients, educating them on banking...Suggested
- Chase is looking for an Associate Relationship Banker in Pleasanton, California. In this role, you will provide exceptional service to clients, helping them with their financial needs and leveraging technology solutions. The ideal candidate should bring 1+ year of experience...Suggested
- ..., making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost...Afternoon shift
- ...reasonable commuting distance. Responsibilities Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...RelocationFlexible hoursShift workWeekend workDay shift
- ...making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with...Immediate startAfternoon shift
$25 - $27.88 per hour
...permitted by applicable law.** Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift- ...clients and assist with transactions using self-service resources. Responsibilities include processing cash transactions and building relationships to meet financial needs. Required qualifications include a high school diploma and strong communication skills. The candidate...Weekend work
- JPMorgan Chase & Co. is seeking a Relationship Banker in San Ramon, California. In this role, you'll represent our brand, providing exceptional service using cutting-edge technology. You will manage and retain client relationships, educate clients about banking solutions...
- JPMorganChase in San Ramon, California is seeking a Relationship Banker to represent the brand while providing exceptional client service. The role involves managing and building relationships with clients by offering banking solutions and leveraging technology to address...
- ...seeks motivated candidates to engage clients and assist with self-service transactions. The role involves building strong client relationships and managing cash responsibilities efficiently. Desired qualifications include experience in financial services, strong...Full timeWeekend work
- ...them to appropriate solutions. Responsibilities Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...Shift workWeekend workDay shift
- ...client engagement professional in Castro Valley to assist clients with self-service banking transactions while fostering strong relationships. Key responsibilities include managing cash transactions and providing guidance on financial products. The ideal candidate has strong...
$45.9k - $75.9k
Bank of Montreal in Castro Valley is seeking a Retail Banking Sales & Service representative to deliver exceptional customer service. This role involves engaging with customers, providing them with financial advice, and recommending tailored banking solutions. Applicants...$5,000 per month
...of direct client advisory experience. RESPONSIBILITIES Work with a senior advisor on an existing team to develop new relationships, expand existing relationships, and retain current clientele Collaborate with team members to ensure the highest level of...Work experience placementWork at officeLocal area- ...Job Description Job Description The Financial Service Representative II is expected to support growth and retention efforts by acquiring new relationships by displaying a high level of knowledge of KPCU products and building relationships with members that result in...
$43.68k - $69.9k
Fifth Third in San Leandro, California is looking for a Personal Banker I. This position requires exceptional customer service skills to build lasting relationships with clients and address their financial needs. Responsibilities include processing transactions, providing...$29.27 - $38.84 per hour
Job Title: Client Contact Center Personal Banker Location: Livermore, CA Hiring Salary Range: $29.27 - $38.84 per hour Position Summary... ...committed to excellence, community service, and strong client relationships. Why Fremont Bank? Founded in 1964, Fremont Bank is one of...Hourly payWork experience placementLocal areaFlexible hoursWeekend work$61.28k - $85.52k
Citigroup Inc. is looking for an entry-level Personal Banker in Hayward, California. In this role, you will assist with sales and service activities, fostering customer relationships to enhance sales for individual consumer clients. Qualifications include a Bachelor's...$43.68k - $69.9k
Personal Banker I - San Leandro page is loaded## Personal Banker I - San Leandrolocations: San Leandro, CAtime type: Full timeposted... ...by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers. This position is responsible...Work at office- Fremont Bank in Livermore, CA is seeking a Client Contact Center Personal Banker to enhance client relationships through proactive outreach and support. This role involves making 25-50 outbound calls daily to connect with clients, introducing them to banking products and...
- A leading financial institution is looking to hire a Personal Banker I in Danville, California. The role requires providing exceptional customer service, maintaining relationships, and processing transactions. Candidates should have a High School Diploma or equivalent experience...
$70k - $80k
...plans. Candidates should hold relevant licenses, have investment industry experience, and demonstrate effective communication and relationship skills. The position offers a salary range of $70,000 - $80,000 annually, depending on qualifications. #J-18808-Ljbffr Bank of...- ...California. In this role, you will provide wealth management and financial planning advice to existing clients while developing strong relationships to support their financial goals. The ideal candidate holds a FINRA Series 7 license and possesses the ability to grow their...
- ...financial services organization is seeking a Financial Advisor as part of the Advisor Development Program. In this role, you will build relationships with high-net worth individuals, identifying their financial needs and providing tailored investment solutions. The position...
- 00002 Citibank, N.A. in Hayward, California is seeking an entry-level Personal Banker SAFE Act. This role is responsible for assisting in sales and product service activities to foster client relations and build loyalty. The ideal candidate will have a Bachelor's degree...
$250k
The Personal Banker SAFE Act is an entry-level position responsible for assisting in the execution of sales, products or service activities... ...client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of...- ...helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional...Flexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker II. Be the first to apply!

