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Business banker Jobs in Santa Ana, CA

Last updated: 9 hours ago
  • Promoted
Relationship Banker I

Relationship Banker I

Cathay Bank - HeadquartersFountain Valley, CA, United States
$18.00–$22.00 hourly
Fountain Valley, CA 92708, USA.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 support...Show moreLast updated: 21 days ago
  • Promoted
Universal Banker I

Universal Banker I

GBC International BankWestminster, CA, US
Full-time
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,...Show moreLast updated: 6 days ago
Relationship Banker

Relationship Banker

City National BankNewport Beach, California, United States
$22.27–$33.43 hourly
RELATIONSHIP BANKER WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their branch, and assisting with the operatio...Show moreLast updated: 30+ days ago
  • Promoted
Personal Banker - Huntington Beach

Personal Banker - Huntington Beach

First BankHuntington Beach, CA, United States
Full-time
Banking Specialist III - Sales Focus.This position, Banking Specialist III, may be called by many other names : New Accounts Representative, Personal Banker, Financial Service Representative, etc.At...Show moreLast updated: 1 day ago
Retail Relationship Banker

Retail Relationship Banker

BMOAnaheim, CA, USA
$41,715.00–$67,000.00 yearly
Full-time
Retail Banking Sales & Service.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the b...Show moreLast updated: 30+ days ago
  • Promoted
Citi Private Bank - Director, Private Banker

Citi Private Bank - Director, Private Banker

CitibankCosta Mesa, CA, United States
$200,000.00–$300,000.00 yearly
Full-time
The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert withi...Show moreLast updated: 4 days ago
  • Promoted
  • New!
Investment Banker : $100m seed raise for AI

Investment Banker : $100m seed raise for AI

Olson Capital InvestmentsNewport Beach, CA, United States
Full-time
Seeking investment banker who can facilitate $100m seed raise for advanced military technology artificial intelligence.MUST HAVE EXPERIENCE AND TRACK RECORD OF DOING SO. We've achieved something ext...Show moreLast updated: 9 hours ago
  • Promoted
Mortage Banker

Mortage Banker

Button FinanceSanta Ana, CA, United States
$20,000.00 yearly
Full-time
We are looking for hungry, skilled, loan officers, who want to get back to making at least 5 figures a month.Our better LOs earn closer to $20,000 a month. Everyone said that we couldn't build a mor...Show moreLast updated: 4 days ago
  • Promoted
Associate Banker

Associate Banker

BMO Financial GroupGarden Grove, CA, United States
$41,715.00–$49,000.00 yearly
Part-time
This is a part-time 25 hours a week position.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions tha...Show moreLast updated: 5 days ago
Sr. Universal Banker

Sr. Universal Banker

Mechanics BankNewport Beach, California
$20.00–$28.00 hourly
Full-time
In this role, you will independently and accurately perform the full range of teller and new account transactions according to established procedures. Identify and close sales opportunities for reta...Show moreLast updated: 30+ days ago
  • Promoted
Business Banker

Business Banker

First Citizens BankNewport Beach, CA, US
$128,314.00–$196,747.00 yearly
Full-time
What sets First Citizens apart Strong leadership, enduring values and a commitment to helping people and businesses prosper. As a Business Banker at First Citizens Bank you will carry on our traditi...Show moreLast updated: 8 days ago
  • Promoted
Private Banker

Private Banker

CitizensIrvine, CA, United States
$120,000.00–$140,000.00 yearly
Full-time
Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals wi...Show moreLast updated: 4 days ago
Personal Banker North OC

Personal Banker North OC

WELLS FARGO BANKFULLERTON, California, United States of America
$20.00–$27.69 hourly
Full-time
Are you looking for more? Find it here.At Wells Fargo, we believe that a meaningful career is much more than just a job.It's about finding all of the elements that help you thrive, in one place.Liv...Show moreLast updated: 3 days ago
  • Promoted
Personal Banker - Huntington Beach

Personal Banker - Huntington Beach

FirstBankHuntington Beach, CA, United States
Full-time
Banking Specialist III - Sales Focus.This position, Banking Specialist III, may be called by many other names : New Accounts Representative, Personal Banker, Financial Service Representative, etc.At...Show moreLast updated: 1 day ago
  • Promoted
Relationship Banker - Anaheim

Relationship Banker - Anaheim

Orange County's Credit UnionAnaheim, CA, US
$23.00–$25.00 hourly
Full-time
At Orange County's Credit Union, we believe in creating a workplace where every voice matters.We are proud recipients of the Peter Barron Stark award for highest associate satisfaction, a testa...Show moreLast updated: 6 days ago
  • New!
Associate Banker

Associate Banker

East West BankWestminster, CA, US
$21.50 hourly
Full-time
Being the next generation Associate Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking exper...Show moreLast updated: 14 hours ago
Relationship Banker I

Relationship Banker I

Cathay BankIrvine, CA, US
$18.00–$22.00 hourly
Responsible for primarily handling teller transactions, providing operational support, cross-selling bank products / services, and resolving customer service issues. Process transactions with accuracy...Show moreLast updated: 30+ days ago
Mortgage Banker

Mortgage Banker

Alt Financial Network, Inc.Santa Ana, CA, US
$100,000.00–$200,000.00 yearly
We are looking for an experienced, service, and detail-oriented mortgage loan officer to join our team.We believe in removing obstacles and creating a supportive environment for you to thrive in.If...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Business to Business Sales

Business to Business Sales

Disability SolutionsAnaheim, CA, United States
$72,600.00 yearly
Full-time
Do you want to partner with clients to deliver a complete portfolio of solutions? You can do that.Do you prefer to have the autonomy to build relationships with new and existing clients through sal...Show moreLast updated: 13 hours ago
Relationship Banker I

Relationship Banker I

Cathay Bank - HeadquartersFountain Valley, CA, United States
21 days ago
Salary
$18.00–$22.00 hourly
Job description

Relationship Banker I

Fountain Valley, CA 92708, USA Req #2506

Wednesday, February 5, 2025

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 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

  • 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.

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.

    • 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, 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.
  • Able and willing to commute as required for business needs.

    • OTHER DETAILS

    18.00 - $22.00 / 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 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 "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.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 [email protected] . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

    Apply Now

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