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Cathay Bank

Relationship Banker I

Cathay Bank, San Francisco, California, United States, 94199

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Relationship Banker I

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Cathay Bank .

Overview We’re looking for a motivated and customer‑focused teller who will provide exceptional service and contribute to the growth of Cathay Bank. The successful candidate will manage daily teller operations, cross‑sell products, and maintain strong relationships with clients.

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

Perform deposits and withdrawal transactions.

Reconcile and balance teller cash drawer.

Process outgoing wires.

Perform Safe Deposit box operations (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.

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.

Qualifications

College degree in business, accounting or finance preferred or related work experience.

6‑12 months of cash handling, customer service in a retail environment, or sales experience preferred. Banking experience is a plus.

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, seek clarification, respond professionally, and keep emotions under control in difficult situations.

Ability to work independently and as part of a 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.

Able and willing to commute as required for business needs.

Other Details $19.18 – $23.00 per hour, with incentive compensation potential.

Full‑time position with competitive benefits including medical, dental, vision, life, long‑term disability, 401(k), HSA, FSAs, and more.

Legal 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 from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sexual orientation, gender identity, etc.

Contact information for accommodation requests only: Mickey Hsu, FVP, Employee Relations Manager, (626) 582‑7370 or mickey.hsu@cathaybank.com. This contact cannot be used to inquire about the status of applications.

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