Phone banker Jobs in Irvine, CA

Last updated: 15 hours ago

Promoted

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: 30+ days ago

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
New!

Commercial Banker - Irvine, CA

BankTalent HQIrvine, CA, United States

$111,000.00–$130,000.00 yearly

Full-time

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our c...Show moreLast updated: 15 hours ago

Promoted

Mortage Banker

Button FinanceSanta Ana, CA, United States

$20,000.00 yearly

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: 15 days ago

Promoted

Provider Relations (Customer Service Phone Support)

EliteIrvine, CA, US

$17.00–$19.00 hourly

Full-time

Provider Relations - (Customer Service Phone Support).Type : Temp to possible Hire; no guarantees of duration of temp assignment or if assignment will convert to full time employment with Client.Und...Show moreLast updated: 24 days ago

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

Associate Banker

BMO Financial GroupGarden Grove, CA, United States

$41,715.00–$49,000.00 yearly

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: 15 days ago

Promoted

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: 19 days ago

Promoted

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: 15 days ago

HIGH-TICKET PHONE SALES

Guardian TaxIrvine, California, United States

Full-time

HIGH-TICKET PHONE SALES – SIX-FIGURE POTENTIAL + INBOUND LEADS.Onboarding Every Monday – Secure Your Spot!.Change Lives While Changing Your Own!. NO COLD CALLING – Just Hot, Inbound Leads!.Close the...Show moreLast updated: 4 days ago

Relationship Banker

Bank of AmericaFountain Valley

Full-time

This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.Key respo...Show moreLast updated: 30+ days ago

Promoted

Call Center (Phone Support)

Elite ServicesIrvine, CA, United States

$17.00–$19.00 hourly

Full-time

Type : Temp to possible Hire; no guarantees of duration of temp assignment or if assignment will convert to full time employment with Client. Under moderate supervision, this position is responsible ...Show moreLast updated: 1 day ago

New!

Associate Banker

East West BankIrvine, 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: 18 hours ago

Administrative Assistant / Phone Recepcionist

CASA DE LA FAMILIASanta Ana, CA

$18.00–$20.00 hourly

Casa de la Familia is looking for an administrative assistant to join our team!.Casa de la Familia specializes in the treatment of post-traumatic, anxiety, and depressive disorders through the prov...Show moreLast updated: 30+ days ago

Phone-Based Tax Sales Consultant

Fresh Tax SolutionsSanta Ana, California, United States

$250,000.00 yearly

Full-time

Quick Apply

Are you looking to kickstart your career in the growing tax relief industry? Fresh Tax Solutions, a 5-star rated, BBB-accredited company, is expanding, and we're seeking motivated individuals to jo...Show moreLast updated: 30+ days ago

Promoted

Mortgage Banker

ALT FINANCIAL NETWORK, INC.Santa Ana, CA, United States

Full-time

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: 1 day ago

Phone Agent

TEKsystemsLos Angeles,CA,90001,USA

Receptionist is responsible for assisting withinbound calls to the specialty office, the employee will be responsible forscheduling, cancellations, checking in patients, and assisting otherdepartme...Show moreLast updated: 30+ days ago

Promoted

RETAIL RELATIONSHIP BANKER

BMO FinancialCA, United States

$41,715.00–$67,000.00 yearly

Part-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: 1 day ago

Mortgage Banker

Alt Financial Network, Inc.Santa Ana, CA, US

$100,000.00–$200,000.00 yearly

Phone Sales Representative - Remote

Local SplashFountain Valley, CA, US

$35,000.00–$45,000.00 yearly

Remote

Quick Apply

Company Overview Are you a hungry sales professional looking for warm leads to be provided for you? Are you looking for a career where you can grow? Does the thought of selling a product you believ...Show moreLast updated: 30+ days ago

Relationship Banker I

Cathay Bank - HeadquartersFountain Valley, CA, United States

30+ 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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