Financial Service Representative Information

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Cathay General Bancorp

In 1962, Cathay Bank opened for business with the mission of providing financial services to the growing but underserved Chinese-American community in the greater Los Angeles area, thus becoming the first Chinese-American bank in Southern California. Recognizing that the community it served was part of a more diverse one, Cathay Bank adopted the motto "An Open Door for All." Its rapid expansion was fueled by successive waves of immigration, burgeoning trade between America and Asia, and the e... Read More

Address	Cathay Bank Loan Servicing Department EL-3-A 9650 Flair Drive, El Monte, CA 91731
Website	/www.cathaybank.com/
Holding	No Holding Details

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Financial Service Representative

Perform all aspects of new account opening procedures for all retail bank products.
Possess a working knowledge of the Bank’s products and services.
Cross-sell bank products, assist existing and prospective customers to expand relationships and to develop new business, through in-branch selling, telemarketing, direct mailings and in some cases, outside calls.
Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention.
Maintain open communication with Bank sales personnel such as Financial Consultants, Lenders, etc. Identify sales opportunities and make referrals to the Wealth Management Financial Consultants.
Maintain a proactive practice of identifying opportunity and taking necessary steps to retain VIP customer relations.
Proactively support branch new business promotions.
Maintain an awareness of competitive products, practices, rates and changes in the local market.
May be required to assist customers with reviewing, completing and signing loan documents for retail loan products.
Answer customer inquiries and provide solutions to problems and make recommendations as appropriate.
Perform customer service functions such as check orders, change of address, return mail processing, and other account maintenance changes.
May prepare and monitor TCD loans.
May process TCD interest payment changes.
Supercede Signature Cards.
Perform other duties as assigned.

Other Job Information

Vacancy type:	Full Time	Contact Mode:	not provided
Fax:	not provided	Contact Name:	not provided
Job Duration:	not provided	Phone:	(1-800-922-8429)
Email:	not provided