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GENERAL SUMMARY Portfolio Manager (“PM”) is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the SRM who owns the relationship of these accounts. PM is expected to maintain close contact with these clients and leverage the relationship to identify and bring in additional new business opportunities, both in loans and Bank’s other products and services. PM is expected to provide “best-in-class” service to these loan clients while following estab ...Read more about VP, Portfolio ManagerMore
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GENERAL SUMMARY 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 minimi ...Read more about Relationship Banker IIMore
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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 ...Read more about Relationship Banker IMore
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GENERAL SUMMARY Branch Manager is responsible for the overall success of the branch with a primary focus on retaining banking relationships and developing new business for the bank. DIRECT REPORTS The incumbent supervises the entire staff within the branch. ESSENTIAL FUNCTIONS Management of and total accountability for a branch office in meeting administrative, Compliance, operational, sales and service, and profitability objectives of the bank. Make regular business development calls to s ...Read more about AVP/VP, Branch ManagerMore
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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 ...Read more about Relationship Banker IMore
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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 ...Read more about Relationship Banker IMore
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GENERAL SUMMARY Branch Manager is responsible for the overall success of the branch with a primary focus on retaining banking relationships and developing new business for the bank. DIRECT REPORTS The incumbent supervises the entire staff within the branch. ESSENTIAL FUNCTIONS Management of and total accountability for a branch office in meeting administrative, Compliance, operational, sales and service, and profitability objectives of the bank. Make regular business development calls to s ...Read more about AVP/VP, Branch ManagerMore
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GENERAL SUMMARY The SBA Regional Sales Manager is responsible for driving the growth and profitability of the SBA loan portfolio within designated territories. This role requires a dynamic and results-oriented leader who will collaborate closely with retail branches to generate SBA loan opportunities, ensuring alignment with the bank's strategic objectives. The SBA Regional Sales Manager will also leverage their established referral network to bring in new SBA loans, enhancing the bank's market ...Read more about VP/FVP, SBA Regional Sales ManagerMore
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GENERAL SUMMARY Responsible for the preparation/review (attorney prepared) loan documents for commercial loans. Obtain and review all necessary loan information to prepare/review adequate loan documents and takes appropriate action on any issues. Acts as a liaison with internal and external sources, coordinate meetings with related parties as needed, working with title companies as well as internal and external legal sources. Coordinates loan closing, ensuring that all loan documents are properl ...Read more about Loan Administration OfficerMore
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Los Angeles, CA, USA ● Req #2403Wednesday, September 25, 2024GENERAL SUMMARY The Treasury Management Implementation & Support Operations Officer is responsible for assisting the TMIS Operations Manager with the overall operational integrity of the Treasury Management Implementation & Support Group, managing and meeting strict regulatory reporting guidelines, providing exceptional internal client service, and is critical to enhancing the overall client experience. ESSENTIAL FUNCTIONS Assist the TMIS Operations Manager in maintaining and monitoring opera ...Read more about Treasury Management Implementation & Support Operations OfficerMore
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Los Angeles, CA, USA ● Req #2402Monday, September 23, 2024GENERAL SUMMARY The AVP/VP, Treasury Management Implementation & Support Operations Manager is responsible for the overall operational integrity of the Treasury Management Implementation & Support Group, managing and meeting strict regulatory reporting guidelines, providing exceptional internal client service, and is critical to enhancing the overall client experience. DIRECT REPORTS The incumbent may have one or more direct report – Treasury Management Implementation & Support Operations Offi ...Read more about AVP/VP, Treasury Management Implementation & Support Operations ManagerMore
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GENERAL SUMMARY Branch Manager is responsible for the overall success of the branch with a primary focus on retaining banking relationships and developing new business for the bank. DIRECT REPORTS The incumbent supervises the entire staff within the branch. ESSENTIAL FUNCTIONS Management of and total accountability for a branch office in meeting administrative, Compliance, operational, sales and service, and profitability objectives of the bank. Make regular business development calls to s ...Read more about AVP, Branch ManagerMore
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GENERAL SUMMARY The AVP/VP, Client Service Manager is responsible for establishing and managing relationships with commercial clients, providing exceptional internal and external client service, and is critical to enhancing the overall client experience at Cathay Bank for our commercial banking and assigned clients. DIRECT REPORTS The incumbent may have one or more direct report –Client Service Officer(s) ESSENTIAL FUNCTIONS Execute transactions and approvals, focusing on operational excell ...Read more about VP, Client Service ManagerMore
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GENERAL SUMMARY The Data Quality Analyst will be responsible for testing data accuracy and performing data analysis and record-keeping in order to improve the quality of data on critical reports, data sets and databases. The Analyst will work with reporting teams, data domain stewards and Technology to document the lineage of critical data elements (CDEs) and implement data quality rules on CDEs with the use of the Enterprise Data Governance Tool. ESSENTIAL FUNCTIONS Other responsibilities of ...Read more about AVP, Data Quality AnalystMore
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GENERAL SUMMARY Travel to various branches within the assigned region to work as a substitute for Relationship Banker Is during absences, including vacations and emergency situations. 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 a ...Read more about Regional Relationship Banker IMore
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GENERAL SUMMARY Proactively develops a client base to which appropriate wealth management products can be sold. Analyzes customers’ financial needs and advises them on investment choices and insurance products that best meet their needs to optimize the financial performance and achieve the highest level of customer satisfaction. Ensures that all business originations are in compliance with audit and regulatory standards. DIRECT REPORTS This position may supervise the Financial Advisor Assist ...Read more about Financial AdvisorMore
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GENERAL SUMMARY Responsible for supporting the branch operations administration and managing a customer portfolio of Retail branch customers (consumer & business) and business development activities. Primary responsibilities include deepening customer relationships by cross selling bank products/services and referring customers to other areas of the bank as appropriate. Providing operational support (as needed conducting teller and new account opening transactions), while delivering exceptional ...Read more about Relationship Banking Officer (NE)More
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GENERAL SUMMARY The GRC System Analyst will be responsible for maintaining robust GRC software solutions and reporting capabilities that assists the Bank in managing their regulatory and compliance requirements effectively.The role will evolve to become a blend of reporting requirements gathering, configuration, report writing and design for the Bank’s business and risk management professionals across the three lines of defense. Typical stakeholders may include Risk Management, Audit, Compliance ...Read more about GRC System AnalystMore
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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 ...Read more about Relationship Banker IMore
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GENERAL SUMMARY Responsible for supporting the branch sales goals while overseeing all aspects of customer service levels and branch operational integrity. Responsible for personnel administration, staff development as well as the service driven sales culture of branch banking. Promote, implement, and ensure quality customer service. Provide operational support to areas involving business development and portfolio administration. Support customer retention and acquisition programs by partnering ...Read more about Customer Service & Sales ManagerMore
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GENERAL SUMMARY Responsible for supervising and coordinating all day-to-day activities of a client service team that responds to client questions, issues, and requests. Ensure team members consistently deliver high level quality client service. Assist and support development of department procedures and processes. Ensure regulatory compliance and adherence to bank policies and procedures. DIRECT REPORTS The incumbent supervises Client Service Specialists. ESSENTIAL FUNCTIONS Responsible ...Read more about Assistant Manager, Client Care CenterMore
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GENERAL SUMMARY Responsible for assisting and servicing clients through inbound and outbound calls. Perform regular daily officer functions which include coordinating daily activities of a client service team and responding to client inquiries. Act as second-tier support for complex account servicing. Provide training and daily supervision to team members. Consistently deliver a high level client service experience. Ensure regulatory compliance and adherence to bank policies and procedures. E ...Read more about Client Care Center OfficerMore
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GENERAL SUMMARY Responsible for supporting the branch sales goals while overseeing all aspects of customer service levels and branch operational integrity. Responsible for personnel administration, staff development as well as the service driven sales culture of branch banking. Promote, implement, and ensure quality customer service. Provide operational support to areas involving business development and portfolio administration. Support customer retention and acquisition programs by partnering ...Read more about Customer Service & Sales ManagerMore
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GENERAL SUMMARY Responsible for supporting the branch operations administration and managing a customer portfolio of Retail branch customers (consumer & business) and business development activities. Primary responsibilities include deepening customer relationships by cross selling bank products/services and referring customers to other areas of the bank as appropriate. Providing operational support (as needed conducting teller and new account opening transactions), while delivering exceptional ...Read more about Relationship Banking OfficerMore