Customer Service Manager jobs at Cathay Bank - 23 jobs

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 with related Cathay department colleagues to proactively provide services for customers. Ensure regulatory compliance and staff adherence to bank policies and procedures. Maintain operational integrity of the branch. DIRECT REPORTS The incumbent supervises Relationship Bankers and all Operations staff (depending on the branch's staffing requirements) ESSENTIAL FUNCTIONS Service and Sales Responsibilities: Interact in an effective and professional manner with all levels of bank personnel, corporate and bank clients demonstrating commitment to quality and extraordinary customer service Ensure staff are actively profiling customers during new account and teller transaction process to identify cross sell opportunities to meet customer needs/requirements Responsible for developing and tracking individual performance goals. Develop coaching and mentoring process for staff to ensure their performance meets bank customer service, sales, and operational requirements Establish and manage achievement of assigned team and individual sales production goals Collaborate with Branch Manager / Relationship Manager in support of prospect and customer calls to develop customer onboarding plan, including set-up of products and services Support business development colleagues, and perform marketing activities as needed in efforts to achieve branch growth and profitability goals May register as MLO (Mortgage Loan Originator)- based on branch/market needs, to support loan inquiries, interview loan applicants, and assist with loan related functions Represent the bank by actively participating in outside civic/community affairs, business/ industry-related organizations and other professional activities as appropriate Operations, Management & Administration Responsibilities: Direct the operations functions of the branch. This encompasses the full knowledge of branch functions which include- new accounts, teller operations and safe box. The incumbent acts as the resident expert on procedural, risk and regulatory functions within the branch Ensure that the branch consistently complies with all bank policies/procedures, banking regulations and meets satisfactory audit rating. Implement appropriate controls and oversight for any identified deficiencies Ensure sound operating conditions are maintained in the branch by utilizing the daily and monthly operational and reporting reviews along with completion of required branch certifications Perform staffing evaluation to ensure appropriate levels of staffing and skill sets in support of customer service requirements. Work with Branch Manager and Regional management on effective staff deployment and utilization Ensure performance reviews/evaluations of the branch's non-officer staff and officers as assigned, are completed timely, objectively and with proper emphasis on individual development, coaching skills, customer service skills and sales/referral activities Recommend hires, transfers, terminations, salary adjustments, performance standards and reviews. Approve employee daily time records, work assignments, vacations, sick pay, etc. May serve as Safety and/or Security Officer for the branch QUALIFICATIONS College degree a plus. Three to five years' experience in a similar capacity with management/supervisory responsibilities. Comprehensive knowledge of all aspects of branch service functions. Thorough knowledge of bank policies and procedures. General knowledge of complex support systems, branch efficiency and productivity, and personnel policies and procedures. Direct sales experience desired. Computer experience (Microsoft Word, Excel, Outlook) required. Good management skills with emphasis on planning, organization and scheduling. Excellent verbal and written communication skills. Bi-lingual English and Chinese (Mandarin or Cantonese) preferred. OTHER DETAILS $26.44 - $31.25 / hour Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.

Velocity Black by Capital One harnesses the power of artificial intelligence, the warmth of human experts and the convenience of the latest interfaces to help high-performance people actualize the full potential of their lives. It's concierge, reimagined for the digital age. By harnessing 24/7 chat, AI, and mobile payments, we help our customers do more and be more in the digital age. From access to the hottest restaurants to guaranteed upgrades at the world's finest resorts. Make a custom request through the app and you will be chatting to our team within 1 minute, 24/7/365. What unites us are the values we share: the relentless pursuit and celebration of excellence, actualizing the full potential of our lives, and impacting the world in a positive way. Capital One provides a fast paced, dynamic environment where you can excel in your career. At Capital One, diversity, inclusion & belonging are valued at our core, sparking and enabling us to do good for our associates, customers and communities. Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We nurture an environment that attracts and develops talent from all backgrounds and experiences, and empower our associates to do great work by creating a culture of belonging that values diverse perspectives, fosters collaboration and encourages innovative ideas - and are routinely recognized as one of the best companies to work for. We are looking for someone passionate about the hospitality industry with strong existing knowledge of what it takes to lead the most high-value-add concierge team. The ideal candidate will be an energetic, ambitious and determined person who wants to help elevate others through their career in the customer service and concierge space to the next level This role will be leading our travel team, which is one of the world's fastest-growing travel businesses. You will communicate with clients, suppliers, and training team members to provide best-in-class service to our members. You will curate special trips and ensure every detail is checked so that members have a stress-free travel experience and create memories that will last a lifetime. **General Responsibilities:** + Drive team leaders to achieve quarterly sales and service targets + Collaborate across product, sales, and service departments to enhance operations efficiency. + Develop sales strategies to drive results + Monitor and analyze team performance metrics + Work closely with marketing and partnerships to strengthen the brand's global positioning and value proposition. + Point of contact for member and partner escalations **What we are looking for:** + Strong knowledge of the travel industry + Strong analytical skills and excellent attention to detail + Clear verbal and written communication skills + Ability to manage multiple tasks under pressure and meet deadlines + High level of intuition to anticipate and exceed client needs + Flexible working hours - available to work on evenings, weekends and some holidays + Experience working with high value requests **Basic Qualifications:** + High School Diploma, GED, or Equivalent Certification + At least 5 years of experience coordinating travel + At least 5 years of experience managing a travel sales team **Preferred Qualifications:** + Bachelor's Degree or Military experience + 6+ years of experience coordinating travel + 6+ years experience in managing a travel sales team + 8+ year of Global Distribution System (GDS) or other online travel tools experience **At this time, Capital One will not sponsor a new applicant for employment authorization for this position.** The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $122,100 - $139,400 for Manager, Concierge Specialist Richmond, VA: $122,100 - $139,400 for Manager, Concierge Specialist Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Successfully retains existing customer relationships including generating new business from these customers to increase market share and profitability. Provides service to customers with regard to account information, questions, problems, education, or other requests. Develops and completes customer calling program to ensure customer satisfaction, retention, and identification of repeat and new business opportunities. Solicits new business from current relationships with market influencers, working closely with new business development staff. Writes fee proposals based on standard pricing with some modifications for unique non-routine responsibilities. Monitors aged receivables reports to better understand customer receivable status and collect those fee receivables in excess of 60 days past due. Delivers a level of customer service commensurate with level of fee revenue in order to maximize profitability of a book of accounts. Basic Qualifications * Bachelor's degree, or equivalent work experience * Five to eight years of experience in corporate trust and sales activities or related field Preferred Skills/Experience * Thorough knowledge of account management, trust operations, and legal regulations * Strong project management and problem-solving skills * Excellent interpersonal, verbal and written communications skills Location expectations This role requires working from a U.S. Bank location three (3) or more days per week. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here. U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $92,820.00 - $109,200.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

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 with related Cathay department colleagues to proactively provide services for customers. Ensure regulatory compliance and staff adherence to bank policies and procedures. Maintain operational integrity of the branch. DIRECT REPORTS The incumbent supervises Relationship Bankers and all Operations staff (depending on the branch's staffing requirements) ESSENTIAL FUNCTIONS Service and Sales Responsibilities: Interact in an effective and professional manner with all levels of bank personnel, corporate and bank clients demonstrating commitment to quality and extraordinary customer service Ensure staff are actively profiling customers during new account and teller transaction process to identify cross sell opportunities to meet customer needs/requirements Responsible for developing and tracking individual performance goals. Develop coaching and mentoring process for staff to ensure their performance meets bank customer service, sales, and operational requirements Establish and manage achievement of assigned team and individual sales production goals Collaborate with Branch Manager / Relationship Manager in support of prospect and customer calls to develop customer onboarding plan, including set-up of products and services Support business development colleagues, and perform marketing activities as needed in efforts to achieve branch growth and profitability goals May register as MLO (Mortgage Loan Originator)- based on branch/market needs, to support loan inquiries, interview loan applicants, and assist with loan related functions Represent the bank by actively participating in outside civic/community affairs, business/ industry-related organizations and other professional activities as appropriate Operations, Management & Administration Responsibilities: Direct the operations functions of the branch. This encompasses the full knowledge of branch functions which include- new accounts, teller operations and safe box. The incumbent acts as the resident expert on procedural, risk and regulatory functions within the branch Ensure that the branch consistently complies with all bank policies/procedures, banking regulations and meets satisfactory audit rating. Implement appropriate controls and oversight for any identified deficiencies Ensure sound operating conditions are maintained in the branch by utilizing the daily and monthly operational and reporting reviews along with completion of required branch certifications Perform staffing evaluation to ensure appropriate levels of staffing and skill sets in support of customer service requirements. Work with Branch Manager and Regional management on effective staff deployment and utilization Ensure performance reviews/evaluations of the branch's non-officer staff and officers as assigned, are completed timely, objectively and with proper emphasis on individual development, coaching skills, customer service skills and sales/referral activities Recommend hires, transfers, terminations, salary adjustments, performance standards and reviews. Approve employee daily time records, work assignments, vacations, sick pay, etc. May serve as Safety and/or Security Officer for the branch QUALIFICATIONS College degree a plus. Three to five years' experience in a similar capacity with management/supervisory responsibilities. Comprehensive knowledge of all aspects of branch service functions. Thorough knowledge of bank policies and procedures. General knowledge of complex support systems, branch efficiency and productivity, and personnel policies and procedures. Direct sales experience desired. Computer experience (Microsoft Word, Excel, Outlook) required. Good management skills with emphasis on planning, organization and scheduling. Excellent verbal and written communication skills. Bi-lingual English and Chinese (Mandarin or Cantonese) preferred. OTHER DETAILS $26.44 - $31.25 / hour Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for expanding client relationships by identifying opportunities to deepen existing relationships. Key responsibilities include advising on the client's financial needs and the full array of Private Bank's capabilities, establishing and deepening relationships with internal and external partners and Centers of Influence to identify prospects. Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: Drives inflows of new business across all product lines (i.e., Credit, Assets Under Management, Deposit) into existing book of business Leads complex credit opportunities, including structured credit deals Grows book balances and Year over Year revenue Partners with and mentors Private Client Managers on more complex products and client relationships Acts as Chief Operating Officer for the client team, coordinating relationship management activities and managing successful delivery of Branded Client Experience to support client satisfaction Encourages use and adoption of digital capabilities to enhance the client and client team experience Builds relationships with internal and external partners and centers of influence Required Qualifications: * Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within a standard time frame of 90 days per exam after the first working day in this position * 7+ years of successful experience in managing relationships with high-net-worth clients or equivalent financial services/business experience * Excellent ability to work in a team environment * Strong interpersonal and influence / partnership skills * Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer Desired Qualifications: * MBA or Post-Graduate Degree * CFP, CPA, CFA, CTFA, CFM or JD a significant plus Skills: Client Management Client Solutions Advisory Loan Structuring Relationship Building Risk Management Active Listening Analytical Thinking Oral Communications Referral Management Underwriting Account Management Attention to Detail Collaboration Decision Making Financial Analysis Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193) Pay and benefits information Pay range$110,000.00 - $215,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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 excellence and due diligence. Retain and grow relationships by serving as the primary contact for clients as it relates to relationship management activities, day-to-day transactions and service-related matters. In partnership with Relationship Managers and other Team Members, execute new client onboarding and implementation of products and services. Recommend, cross-sell, and coordinate the implementation of all deposit, treasury management, wealth, and international products and services that best compliment the client and their business. Proactively and professionally manage complex client servicing needs and provide prompt follow-up. Quickly and efficiently resolve client concerns, assist team members, and appropriately escalate complex or sensitive matters. Accountable for the satisfaction, retention, and growth of a portfolio through client ownership. Consistently engage with assigned clients to measure service levels, learn more about the client and their business, schedule appointments and discuss new opportunities. Internally, develop cross divisional relationships and collaborate with partners to fully understand client needs and provide the best client centric solutions. Exhibit confidence in identifying, evaluating, and managing decisions/situations to limit Risk to the Bank while proactively managing client expectations. Approves check, wires, and client requests within assigned authority limits. Maintain the integrity of client data within all bank files and systems. Onboard, cross train and effectively coach New Team members and direct reports. Participate or lead divisional and area projects and initiatives as appropriate. QUALIFICATIONS Education: College degree in business-related discipline preferred but not required. Experience: 3- 5 or more years of experience at a mid-size or large lending institution in a similar or parallel role. Experience with windows-based applications; (Excel, Word, Power Point, Adobe, etc.), CRM, and Lending Systems. Experience with FIS Platform preferable but not required. Strong knowledge of products and services typically offered to commercial clients. Strong knowledge of Banking Operations, Treasury Management, Wealth Management, Credit Products and Underwriting Guidelines. Work independently, effectively, and concurrently manage competing priorities. Skills/Ability: Ability to manage, prioritize, plan, and develop strategic plans for the department. Works with an appropriate sense of urgency and immediacy. Strong professional verbal, written, and presentation skills. Strong knowledge and understanding of applicable business organizations. Full knowledge of standard business software; demonstrated project management, organizational and analytical skills. Strong interpersonal and customer service skills. Strong personal attributes to complete goals and resolve issues in a competitive and changing environment. Ability to work collaboratively with team members. Must be familiar with and in compliance with all applicable bank regulations, and adhere to bank policies, procedures, and processes. OTHER DETAILS AVP: $80K - $100K / year VP: $100K - $115K / year Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.

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 excellence and due diligence. Retain and grow relationships by serving as the primary contact for clients as it relates to relationship management activities, day-to-day transactions and service-related matters. In partnership with Relationship Managers and other Team Members, execute new client onboarding and implementation of products and services. Recommend, cross-sell, and coordinate the implementation of all deposit, treasury management, wealth, and international products and services that best compliment the client and their business. Proactively and professionally manage complex client servicing needs and provide prompt follow-up. Quickly and efficiently resolve client concerns, assist team members, and appropriately escalate complex or sensitive matters. Accountable for the satisfaction, retention, and growth of a portfolio through client ownership. Consistently engage with assigned clients to measure service levels, learn more about the client and their business, schedule appointments and discuss new opportunities. Internally, develop cross divisional relationships and collaborate with partners to fully understand client needs and provide the best client centric solutions. Exhibit confidence in identifying, evaluating, and managing decisions/situations to limit Risk to the Bank while proactively managing client expectations. Approves check, wires, and client requests within assigned authority limits. Maintain the integrity of client data within all bank files and systems. Onboard, cross train and effectively coach New Team members and direct reports. Participate or lead divisional and area projects and initiatives as appropriate. QUALIFICATIONS Education: College degree in business-related discipline preferred but not required. Experience: 3- 5 or more years of experience at a mid-size or large lending institution in a similar or parallel role. Experience with windows-based applications; (Excel, Word, Power Point, Adobe, etc.), CRM, and Lending Systems. Experience with FIS Platform preferable but not required. Strong knowledge of products and services typically offered to commercial clients. Strong knowledge of Banking Operations, Treasury Management, Wealth Management, Credit Products and Underwriting Guidelines. Work independently, effectively, and concurrently manage competing priorities. Skills/Ability: Ability to manage, prioritize, plan, and develop strategic plans for the department. Works with an appropriate sense of urgency and immediacy. Strong professional verbal, written, and presentation skills. Strong knowledge and understanding of applicable business organizations. Full knowledge of standard business software; demonstrated project management, organizational and analytical skills. Strong interpersonal and customer service skills. Strong personal attributes to complete goals and resolve issues in a competitive and changing environment. Ability to work collaboratively with team members. Must be familiar with and in compliance with all applicable bank regulations, and adhere to bank policies, procedures, and processes. OTHER DETAILS AVP: $80K - $100K / year VP: $100K - $115K / year Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.

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 with related Cathay department colleagues to proactively provide services for customers. Ensure regulatory compliance and staff adherence to bank policies and procedures. Maintain operational integrity of the branch. DIRECT REPORTS The incumbent supervises Relationship Bankers and all Operations staff (depending on the branch's staffing requirements) ESSENTIAL FUNCTIONS Service and Sales Responsibilities: Interact in an effective and professional manner with all levels of bank personnel, corporate and bank clients demonstrating commitment to quality and extraordinary customer service Ensure staff are actively profiling customers during new account and teller transaction process to identify cross sell opportunities to meet customer needs/requirements Responsible for developing and tracking individual performance goals. Develop coaching and mentoring process for staff to ensure their performance meets bank customer service, sales, and operational requirements Establish and manage achievement of assigned team and individual sales production goals Collaborate with Branch Manager / Relationship Manager in support of prospect and customer calls to develop customer onboarding plan, including set-up of products and services Support business development colleagues, and perform marketing activities as needed in efforts to achieve branch growth and profitability goals May register as MLO (Mortgage Loan Originator)- based on branch/market needs, to support loan inquiries, interview loan applicants, and assist with loan related functions Represent the bank by actively participating in outside civic/community affairs, business/ industry-related organizations and other professional activities as appropriate Operations, Management & Administration Responsibilities: Direct the operations functions of the branch. This encompasses the full knowledge of branch functions which include- new accounts, teller operations and safe box. The incumbent acts as the resident expert on procedural, risk and regulatory functions within the branch Ensure that the branch consistently complies with all bank policies/procedures, banking regulations and meets satisfactory audit rating. Implement appropriate controls and oversight for any identified deficiencies Ensure sound operating conditions are maintained in the branch by utilizing the daily and monthly operational and reporting reviews along with completion of required branch certifications Perform staffing evaluation to ensure appropriate levels of staffing and skill sets in support of customer service requirements. Work with Branch Manager and Regional management on effective staff deployment and utilization Ensure performance reviews/evaluations of the branch's non-officer staff and officers as assigned, are completed timely, objectively and with proper emphasis on individual development, coaching skills, customer service skills and sales/referral activities Recommend hires, transfers, terminations, salary adjustments, performance standards and reviews. Approve employee daily time records, work assignments, vacations, sick pay, etc. May serve as Safety and/or Security Officer for the branch QUALIFICATIONS College degree a plus. Three to five years' experience in a similar capacity with management/supervisory responsibilities. Comprehensive knowledge of all aspects of branch service functions. Thorough knowledge of bank policies and procedures. General knowledge of complex support systems, branch efficiency and productivity, and personnel policies and procedures. Direct sales experience desired. Computer experience (Microsoft Word, Excel, Outlook) required. Good management skills with emphasis on planning, organization and scheduling. Excellent verbal and written communication skills. Bi-lingual English and Chinese (Mandarin or Cantonese) preferred. OTHER DETAILS Officer: $26.44 - $31.25 / hour AVP: $31.25 - $36.06 / hour Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.

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 with related Cathay department colleagues to proactively provide services for customers. Ensure regulatory compliance and staff adherence to bank policies and procedures. Maintain operational integrity of the branch. DIRECT REPORTS The incumbent supervises Relationship Bankers and all Operations staff (depending on the branch's staffing requirements) ESSENTIAL FUNCTIONS Service and Sales Responsibilities: Interact in an effective and professional manner with all levels of bank personnel, corporate and bank clients demonstrating commitment to quality and extraordinary customer service Ensure staff are actively profiling customers during new account and teller transaction process to identify cross sell opportunities to meet customer needs/requirements Responsible for developing and tracking individual performance goals. Develop coaching and mentoring process for staff to ensure their performance meets bank customer service, sales, and operational requirements Establish and manage achievement of assigned team and individual sales production goals Collaborate with Branch Manager / Relationship Manager in support of prospect and customer calls to develop customer onboarding plan, including set-up of products and services Support business development colleagues, and perform marketing activities as needed in efforts to achieve branch growth and profitability goals May register as MLO (Mortgage Loan Originator)- based on branch/market needs, to support loan inquiries, interview loan applicants, and assist with loan related functions Represent the bank by actively participating in outside civic/community affairs, business/ industry-related organizations and other professional activities as appropriate Operations, Management & Administration Responsibilities: Direct the operations functions of the branch. This encompasses the full knowledge of branch functions which include- new accounts, teller operations and safe box. The incumbent acts as the resident expert on procedural, risk and regulatory functions within the branch Ensure that the branch consistently complies with all bank policies/procedures, banking regulations and meets satisfactory audit rating. Implement appropriate controls and oversight for any identified deficiencies Ensure sound operating conditions are maintained in the branch by utilizing the daily and monthly operational and reporting reviews along with completion of required branch certifications Perform staffing evaluation to ensure appropriate levels of staffing and skill sets in support of customer service requirements. Work with Branch Manager and Regional management on effective staff deployment and utilization Ensure performance reviews/evaluations of the branch's non-officer staff and officers as assigned, are completed timely, objectively and with proper emphasis on individual development, coaching skills, customer service skills and sales/referral activities Recommend hires, transfers, terminations, salary adjustments, performance standards and reviews. Approve employee daily time records, work assignments, vacations, sick pay, etc. May serve as Safety and/or Security Officer for the branch QUALIFICATIONS College degree a plus. Three to five years' experience in a similar capacity with management/supervisory responsibilities. Comprehensive knowledge of all aspects of branch service functions. Thorough knowledge of bank policies and procedures. General knowledge of complex support systems, branch efficiency and productivity, and personnel policies and procedures. Direct sales experience desired. Computer experience (Microsoft Word, Excel, Outlook) required. Good management skills with emphasis on planning, organization and scheduling. Excellent verbal and written communication skills. Bi-lingual English and Chinese (Mandarin or Cantonese) preferred. OTHER DETAILS Officer: $26.44 - $31.25 / hour AVP: $31.25 - $36.06 / hour Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.

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 with related Cathay department colleagues to proactively provide services for customers. Ensure regulatory compliance and staff adherence to bank policies and procedures. Maintain operational integrity of the branch. DIRECT REPORTS The incumbent supervises Relationship Bankers and all Operations staff (depending on the branch's staffing requirements) ESSENTIAL FUNCTIONS Service & Sales Responsibilities Interact in an effective and professional manner with all levels of bank personnel, corporate and bank clients demonstrating commitment to quality and extraordinary customer service Ensure staff are actively profiling customers during new account and teller transaction process to identify cross sell opportunities to meet customer needs/requirements Responsible for developing and tracking individual performance goals. Develop coaching and mentoring process for staff to ensure their performance meets bank customer service, sales, and operational requirements Establish and manage achievement of assigned team and individual sales production goals Collaborate with Branch Manager / Relationship Manager in support of prospect and customer calls to develop customer onboarding plan, including set-up of products and services Support business development colleagues, and perform marketing activities as needed in efforts to achieve branch growth and profitability goals May register as MLO (Mortgage Loan Originator)- based on branch/market needs, to support loan inquiries, interview loan applicants, and assist with loan related functions Represent the bank by actively participating in outside civic/community affairs, business/ industry-related organizations and other professional activities as appropriate Operations, Management & Administration Responsibilities Direct the operations functions of the branch. This encompasses the full knowledge of branch functions which include- new accounts, teller operations and safe box. The incumbent acts as the resident expert on procedural, risk and regulatory functions within the branch Ensure that the branch consistently complies with all bank policies/procedures, banking regulations and meets satisfactory audit rating. Implement appropriate controls and oversight for any identified deficiencies Ensure sound operating conditions are maintained in the branch by utilizing the daily and monthly operational and reporting reviews along with completion of required branch certifications Perform staffing evaluation to ensure appropriate levels of staffing and skill sets in support of customer service requirements. Work with Branch Manager and Regional management on effective staff deployment and utilization Ensure performance reviews/evaluations of the branch's non-officer staff and officers as assigned, are completed timely, objectively and with proper emphasis on individual development, coaching skills, customer service skills and sales/referral activities Recommend hires, transfers, terminations, salary adjustments, performance standards and reviews. Approve employee daily time records, work assignments, vacations, sick pay, etc. May serve as Safety and/or Security Officer for the branch QUALIFICATIONS Education: College degree a plus. Experience: Three to five years' experience in a similar capacity with management/supervisory responsibilities. Comprehensive knowledge of all aspects of branch service functions. Thorough knowledge of bank policies and procedures. General knowledge of complex support systems, branch efficiency and productivity, and personnel policies and procedures. Direct sales experience desired. Computer experience (Microsoft Word, Excel, Outlook) required. Skills/Ability: Good management skills with emphasis on planning, organization and scheduling. Excellent verbal and written communication skills. Bi-lingual English and Chinese (Mandarin or Cantonese), Korean or Farsi preferred. OTHER DETAILS Officer: $26.44 - $31.25 / hour AVP: $31.25 - $36.06 / hour Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.

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 with related Cathay department colleagues to proactively provide services for customers. Ensure regulatory compliance and staff adherence to bank policies and procedures. Maintain operational integrity of the branch. DIRECT REPORTS The incumbent supervises Relationship Bankers and all Operations staff (depending on the branch's staffing requirements) ESSENTIAL FUNCTIONS Service & Sales Responsibilities Interact in an effective and professional manner with all levels of bank personnel, corporate and bank clients demonstrating commitment to quality and extraordinary customer service Ensure staff are actively profiling customers during new account and teller transaction process to identify cross sell opportunities to meet customer needs/requirements Responsible for developing and tracking individual performance goals. Develop coaching and mentoring process for staff to ensure their performance meets bank customer service, sales, and operational requirements Establish and manage achievement of assigned team and individual sales production goals Collaborate with Branch Manager / Relationship Manager in support of prospect and customer calls to develop customer onboarding plan, including set-up of products and services Support business development colleagues, and perform marketing activities as needed in efforts to achieve branch growth and profitability goals May register as MLO (Mortgage Loan Originator)- based on branch/market needs, to support loan inquiries, interview loan applicants, and assist with loan related functions Represent the bank by actively participating in outside civic/community affairs, business/ industry-related organizations and other professional activities as appropriate Operations, Management & Administration Responsibilities Direct the operations functions of the branch. This encompasses the full knowledge of branch functions which include- new accounts, teller operations and safe box. The incumbent acts as the resident expert on procedural, risk and regulatory functions within the branch Ensure that the branch consistently complies with all bank policies/procedures, banking regulations and meets satisfactory audit rating. Implement appropriate controls and oversight for any identified deficiencies Ensure sound operating conditions are maintained in the branch by utilizing the daily and monthly operational and reporting reviews along with completion of required branch certifications Perform staffing evaluation to ensure appropriate levels of staffing and skill sets in support of customer service requirements. Work with Branch Manager and Regional management on effective staff deployment and utilization Ensure performance reviews/evaluations of the branch's non-officer staff and officers as assigned, are completed timely, objectively and with proper emphasis on individual development, coaching skills, customer service skills and sales/referral activities Recommend hires, transfers, terminations, salary adjustments, performance standards and reviews. Approve employee daily time records, work assignments, vacations, sick pay, etc. May serve as Safety and/or Security Officer for the branch QUALIFICATIONS Education: College degree a plus. Experience: Three to five years' experience in a similar capacity with management/supervisory responsibilities. Comprehensive knowledge of all aspects of branch service functions. Thorough knowledge of bank policies and procedures. General knowledge of complex support systems, branch efficiency and productivity, and personnel policies and procedures. Direct sales experience desired. Computer experience (Microsoft Word, Excel, Outlook) required. Skills/Ability: Good management skills with emphasis on planning, organization and scheduling. Excellent verbal and written communication skills. Bi-lingual English and Chinese (Mandarin or Cantonese), Korean or Farsi preferred. OTHER DETAILS Officer: $26.44 - $31.25 / hour AVP: $31.25 - $36.06 / hour Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.

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 with related Cathay department colleagues to proactively provide services for customers. Ensure regulatory compliance and staff adherence to bank policies and procedures. Maintain operational integrity of the branch. DIRECT REPORTS The incumbent supervises Relationship Bankers and all Operations staff (depending on the branch's staffing requirements) ESSENTIAL FUNCTIONS Service & Sales Responsibilities Interact in an effective and professional manner with all levels of bank personnel, corporate and bank clients demonstrating commitment to quality and extraordinary customer service Ensure staff are actively profiling customers during new account and teller transaction process to identify cross sell opportunities to meet customer needs/requirements Responsible for developing and tracking individual performance goals. Develop coaching and mentoring process for staff to ensure their performance meets bank customer service, sales, and operational requirements Establish and manage achievement of assigned team and individual sales production goals Collaborate with Branch Manager / Relationship Manager in support of prospect and customer calls to develop customer onboarding plan, including set-up of products and services Support business development colleagues, and perform marketing activities as needed in efforts to achieve branch growth and profitability goals May register as MLO (Mortgage Loan Originator)- based on branch/market needs, to support loan inquiries, interview loan applicants, and assist with loan related functions Represent the bank by actively participating in outside civic/community affairs, business/ industry-related organizations and other professional activities as appropriate Operations, Management & Administration Responsibilities Direct the operations functions of the branch. This encompasses the full knowledge of branch functions which include- new accounts, teller operations and safe box. The incumbent acts as the resident expert on procedural, risk and regulatory functions within the branch Ensure that the branch consistently complies with all bank policies/procedures, banking regulations and meets satisfactory audit rating. Implement appropriate controls and oversight for any identified deficiencies Ensure sound operating conditions are maintained in the branch by utilizing the daily and monthly operational and reporting reviews along with completion of required branch certifications Perform staffing evaluation to ensure appropriate levels of staffing and skill sets in support of customer service requirements. Work with Branch Manager and Regional management on effective staff deployment and utilization Ensure performance reviews/evaluations of the branch's non-officer staff and officers as assigned, are completed timely, objectively and with proper emphasis on individual development, coaching skills, customer service skills and sales/referral activities Recommend hires, transfers, terminations, salary adjustments, performance standards and reviews. Approve employee daily time records, work assignments, vacations, sick pay, etc. May serve as Safety and/or Security Officer for the branch QUALIFICATIONS Education: College degree a plus. Experience: Three to five years' experience in a similar capacity with management/supervisory responsibilities. Comprehensive knowledge of all aspects of branch service functions. Thorough knowledge of bank policies and procedures. General knowledge of complex support systems, branch efficiency and productivity, and personnel policies and procedures. Direct sales experience desired. Computer experience (Microsoft Word, Excel, Outlook) required. Skills/Ability: Good management skills with emphasis on planning, organization and scheduling. Excellent verbal and written communication skills. Bi-lingual English and Chinese (Mandarin or Cantonese) preferred. OTHER DETAILS $26.92 - $32.69 / hour Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.

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 with related Cathay department colleagues to proactively provide services for customers. Ensure regulatory compliance and staff adherence to bank policies and procedures. Maintain operational integrity of the branch. DIRECT REPORTS The incumbent supervises Relationship Bankers and all Operations staff (depending on the branch's staffing requirements) ESSENTIAL FUNCTIONS Service & Sales Responsibilities Interact in an effective and professional manner with all levels of bank personnel, corporate and bank clients demonstrating commitment to quality and extraordinary customer service Ensure staff are actively profiling customers during new account and teller transaction process to identify cross sell opportunities to meet customer needs/requirements Responsible for developing and tracking individual performance goals. Develop coaching and mentoring process for staff to ensure their performance meets bank customer service, sales, and operational requirements Establish and manage achievement of assigned team and individual sales production goals Collaborate with Branch Manager / Relationship Manager in support of prospect and customer calls to develop customer onboarding plan, including set-up of products and services Support business development colleagues, and perform marketing activities as needed in efforts to achieve branch growth and profitability goals May register as MLO (Mortgage Loan Originator)- based on branch/market needs, to support loan inquiries, interview loan applicants, and assist with loan related functions Represent the bank by actively participating in outside civic/community affairs, business/ industry-related organizations and other professional activities as appropriate Operations, Management & Administration Responsibilities Direct the operations functions of the branch. This encompasses the full knowledge of branch functions which include- new accounts, teller operations and safe box. The incumbent acts as the resident expert on procedural, risk and regulatory functions within the branch Ensure that the branch consistently complies with all bank policies/procedures, banking regulations and meets satisfactory audit rating. Implement appropriate controls and oversight for any identified deficiencies Ensure sound operating conditions are maintained in the branch by utilizing the daily and monthly operational and reporting reviews along with completion of required branch certifications Perform staffing evaluation to ensure appropriate levels of staffing and skill sets in support of customer service requirements. Work with Branch Manager and Regional management on effective staff deployment and utilization Ensure performance reviews/evaluations of the branch's non-officer staff and officers as assigned, are completed timely, objectively and with proper emphasis on individual development, coaching skills, customer service skills and sales/referral activities Recommend hires, transfers, terminations, salary adjustments, performance standards and reviews. Approve employee daily time records, work assignments, vacations, sick pay, etc. May serve as Safety and/or Security Officer for the branch QUALIFICATIONS Education: College degree a plus. Experience: Three to five years' experience in a similar capacity with management/supervisory responsibilities. Comprehensive knowledge of all aspects of branch service functions. Thorough knowledge of bank policies and procedures. General knowledge of complex support systems, branch efficiency and productivity, and personnel policies and procedures. Direct sales experience desired. Computer experience (Microsoft Word, Excel, Outlook) required. Skills/Ability: Good management skills with emphasis on planning, organization and scheduling. Excellent verbal and written communication skills. Bi-lingual English and Chinese (Mandarin or Cantonese) preferred. OTHER DETAILS $26.92 - $32.69 / hour Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.

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 with related Cathay department colleagues to proactively provide services for customers. Ensure regulatory compliance and staff adherence to bank policies and procedures. Maintain operational integrity of the branch. DIRECT REPORTS The incumbent supervises Relationship Bankers and all Operations staff (depending on the branch's staffing requirements) ESSENTIAL FUNCTIONS Service & Sales Responsibilities Interact in an effective and professional manner with all levels of bank personnel, corporate and bank clients demonstrating commitment to quality and extraordinary customer service Ensure staff are actively profiling customers during new account and teller transaction process to identify cross sell opportunities to meet customer needs/requirements Responsible for developing and tracking individual performance goals. Develop coaching and mentoring process for staff to ensure their performance meets bank customer service, sales, and operational requirements Establish and manage achievement of assigned team and individual sales production goals Collaborate with Branch Manager / Relationship Manager in support of prospect and customer calls to develop customer onboarding plan, including set-up of products and services Support business development colleagues, and perform marketing activities as needed in efforts to achieve branch growth and profitability goals May register as MLO (Mortgage Loan Originator)- based on branch/market needs, to support loan inquiries, interview loan applicants, and assist with loan related functions Represent the bank by actively participating in outside civic/community affairs, business/ industry-related organizations and other professional activities as appropriate Operations, Management & Administration Responsibilities Direct the operations functions of the branch. This encompasses the full knowledge of branch functions which include- new accounts, teller operations and safe box. The incumbent acts as the resident expert on procedural, risk and regulatory functions within the branch Ensure that the branch consistently complies with all bank policies/procedures, banking regulations and meets satisfactory audit rating. Implement appropriate controls and oversight for any identified deficiencies Ensure sound operating conditions are maintained in the branch by utilizing the daily and monthly operational and reporting reviews along with completion of required branch certifications Perform staffing evaluation to ensure appropriate levels of staffing and skill sets in support of customer service requirements. Work with Branch Manager and Regional management on effective staff deployment and utilization Ensure performance reviews/evaluations of the branch's non-officer staff and officers as assigned, are completed timely, objectively and with proper emphasis on individual development, coaching skills, customer service skills and sales/referral activities Recommend hires, transfers, terminations, salary adjustments, performance standards and reviews. Approve employee daily time records, work assignments, vacations, sick pay, etc. May serve as Safety and/or Security Officer for the branch QUALIFICATIONS Education: College degree a plus. Experience: Three to five years' experience in a similar capacity with management/supervisory responsibilities. Comprehensive knowledge of all aspects of branch service functions. Thorough knowledge of bank policies and procedures. General knowledge of complex support systems, branch efficiency and productivity, and personnel policies and procedures. Direct sales experience desired. Computer experience (Microsoft Word, Excel, Outlook) required. Skills/Ability: Good management skills with emphasis on planning, organization and scheduling. Excellent verbal and written communication skills. Bi-lingual English and Chinese (Mandarin or Cantonese) preferred. OTHER DETAILS $24.04 - $27.88 / hour Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.

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 with related Cathay department colleagues to proactively provide services for customers. Ensure regulatory compliance and staff adherence to bank policies and procedures. Maintain operational integrity of the branch. DIRECT REPORTS The incumbent supervises Relationship Bankers and all Operations staff (depending on the branch's staffing requirements) ESSENTIAL FUNCTIONS Service & Sales Responsibilities Interact in an effective and professional manner with all levels of bank personnel, corporate and bank clients demonstrating commitment to quality and extraordinary customer service Ensure staff are actively profiling customers during new account and teller transaction process to identify cross sell opportunities to meet customer needs/requirements Responsible for developing and tracking individual performance goals. Develop coaching and mentoring process for staff to ensure their performance meets bank customer service, sales, and operational requirements Establish and manage achievement of assigned team and individual sales production goals Collaborate with Branch Manager / Relationship Manager in support of prospect and customer calls to develop customer onboarding plan, including set-up of products and services Support business development colleagues, and perform marketing activities as needed in efforts to achieve branch growth and profitability goals May register as MLO (Mortgage Loan Originator)- based on branch/market needs, to support loan inquiries, interview loan applicants, and assist with loan related functions Represent the bank by actively participating in outside civic/community affairs, business/ industry-related organizations and other professional activities as appropriate Operations, Management & Administration Responsibilities Direct the operations functions of the branch. This encompasses the full knowledge of branch functions which include- new accounts, teller operations and safe box. The incumbent acts as the resident expert on procedural, risk and regulatory functions within the branch Ensure that the branch consistently complies with all bank policies/procedures, banking regulations and meets satisfactory audit rating. Implement appropriate controls and oversight for any identified deficiencies Ensure sound operating conditions are maintained in the branch by utilizing the daily and monthly operational and reporting reviews along with completion of required branch certifications Perform staffing evaluation to ensure appropriate levels of staffing and skill sets in support of customer service requirements. Work with Branch Manager and Regional management on effective staff deployment and utilization Ensure performance reviews/evaluations of the branch's non-officer staff and officers as assigned, are completed timely, objectively and with proper emphasis on individual development, coaching skills, customer service skills and sales/referral activities Recommend hires, transfers, terminations, salary adjustments, performance standards and reviews. Approve employee daily time records, work assignments, vacations, sick pay, etc. May serve as Safety and/or Security Officer for the branch QUALIFICATIONS Education: College degree a plus. Experience: Three to five years' experience in a similar capacity with management/supervisory responsibilities. Comprehensive knowledge of all aspects of branch service functions. Thorough knowledge of bank policies and procedures. General knowledge of complex support systems, branch efficiency and productivity, and personnel policies and procedures. Direct sales experience desired. Computer experience (Microsoft Word, Excel, Outlook) required. Skills/Ability: Good management skills with emphasis on planning, organization and scheduling. Excellent verbal and written communication skills. Bi-lingual English and Chinese (Mandarin or Cantonese) preferred. OTHER DETAILS $24.04 - $27.88 / hour Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.

Los Angeles, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*********************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** The Senior Business Manager role is a key contributor to a Financial Advisor team in creating strategy and ensuring execution related to multiple metrics and priorities across the teams business plan and goal deliverables. Develops and manages the teams business plan and practice financials. Manages and drives complex financial- related initiatives to include: pricing strategy, profitability compared to revenue and time capacity. Interfaces with market and division leaders to ensure team strategy and initiatives support overall division market strategies and goals. Tracks progress with quantifiable business and activity goals and ensures team daily activities aligns with practice metrics, goals and objectives. Manages diverse administrative functions to include personnel processes and performance monitoring and coordination of team assignments, projects and key initiatives, and overall team client service strategy. Requires a thorough knowledge of the Merrill Lynch Wealth Management business functional area and products. Requires a working knowledge of general bank policies, programs and procedures and financial/accounting practices. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Role Responsibilities** + Create a business plan that translates practice vision into goals and regularly monitor and update as needed Provide leadership around team structure to deliver on the team's vision, goals, and business plan + Establish and align practice operations to strategic vision + Conduct team meetings to drive business plan execution + Establish a pricing strategy aligned to the team's vision and ensures profitability of practice + Define and communicate clear team roles and responsibilities + Serve as a main point of contact, in partnership with office management team and HR/supervision, for HR, comp, operations and compliance related issues + Coordinate work assignments across team to ensure completion + Own the overall body of work for the team, delegating work assignments, monitoring for quality and completion and managing junior team members as needed + Oversee execution of client service strategy and client review processes + Serve as decision maker and team leader when senior advisors are unavailable + Identify areas of opportunity to leverage specialists to maximize the team's capabilities in delivering the optimal client experience + Establish budget and manage expenses regularly to include Business Development Account (BDA) + Manage team compensation and incentives, including FA pools and splits as well as support staff compensation + Lead the sourcing, assessing, hiring, and onboarding of new talent; and the off boarding of transitioning talent + Regularly evaluate financial "health" of practice and work with equity partners to discuss any changes **Role Requirements** + Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support + SAFE ACT Registration + Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission ("SEC") + MBA preferred or maintain at least one firm approved designation + Strong leadership abilities, communication and delegation skills + Understanding of how to deliver a strong overall client experience + Thorough knowledge and understanding of the suite of Wealth Management products and services + Proven ability to manage risk and make sound decisions by having a deep understanding of industry regulations, supervisory requirements, and policies/procedures + Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a suitable and controlled way + Strong analytical skills with ability to identify trends, root cause and effects, and implement improved processes to increase growth and mitigate risk + Ability to influence and demonstrate strong and effective leadership through clear communication and collaboration with other partners to make sound decisions with courage and conviction; demonstrated ability to influence to the desired outcome, without direct authority + Minimum of 5 years' experience performing specialist/analyst level responsibilities or equivalent industry experience **Skills:** + Administrative Services + Customer Experience Improvement + Project Management + Sales Performance Management + Strategy Planning and Development + Business Acumen + Business Analytics + Candidate Screening + Coaching + Continuous Improvement + Account Management + Process Simplification + Reporting **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent _The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA._ **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: The Senior Business Manager role is a key contributor to a Financial Advisor team in creating strategy and ensuring execution related to multiple metrics and priorities across the teams business plan and goal deliverables. Develops and manages the teams business plan and practice financials. Manages and drives complex financial- related initiatives to include: pricing strategy, profitability compared to revenue and time capacity. Interfaces with market and division leaders to ensure team strategy and initiatives support overall division market strategies and goals. Tracks progress with quantifiable business and activity goals and ensures team daily activities aligns with practice metrics, goals and objectives. Manages diverse administrative functions to include personnel processes and performance monitoring and coordination of team assignments, projects and key initiatives, and overall team client service strategy. Requires a thorough knowledge of the Merrill Lynch Wealth Management business functional area and products. Requires a working knowledge of general bank policies, programs and procedures and financial/accounting practices. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Role Responsibilities Create a business plan that translates practice vision into goals and regularly monitor and update as needed Provide leadership around team structure to deliver on the team's vision, goals, and business plan Establish and align practice operations to strategic vision Conduct team meetings to drive business plan execution Establish a pricing strategy aligned to the team's vision and ensures profitability of practice Define and communicate clear team roles and responsibilities Serve as a main point of contact, in partnership with office management team and HR/supervision, for HR, comp, operations and compliance related issues Coordinate work assignments across team to ensure completion Own the overall body of work for the team, delegating work assignments, monitoring for quality and completion and managing junior team members as needed Oversee execution of client service strategy and client review processes Serve as decision maker and team leader when senior advisors are unavailable Identify areas of opportunity to leverage specialists to maximize the team's capabilities in delivering the optimal client experience Establish budget and manage expenses regularly to include Business Development Account (BDA) Manage team compensation and incentives, including FA pools and splits as well as support staff compensation Lead the sourcing, assessing, hiring, and onboarding of new talent; and the off boarding of transitioning talent Regularly evaluate financial "health" of practice and work with equity partners to discuss any changes Role Requirements Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support SAFE ACT Registration Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (“SEC”) MBA preferred or maintain at least one firm approved designation Strong leadership abilities, communication and delegation skills Understanding of how to deliver a strong overall client experience Thorough knowledge and understanding of the suite of Wealth Management products and services Proven ability to manage risk and make sound decisions by having a deep understanding of industry regulations, supervisory requirements, and policies/procedures Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a suitable and controlled way Strong analytical skills with ability to identify trends, root cause and effects, and implement improved processes to increase growth and mitigate risk Ability to influence and demonstrate strong and effective leadership through clear communication and collaboration with other partners to make sound decisions with courage and conviction; demonstrated ability to influence to the desired outcome, without direct authority Minimum of 5 years' experience performing specialist/analyst level responsibilities or equivalent industry experience Skills: Administrative Services Customer Experience Improvement Project Management Sales Performance Management Strategy Planning and Development Business Acumen Business Analytics Candidate Screening Coaching Continuous Improvement Account Management Process Simplification Reporting Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Los Angeles - 2049 Century Park E - CENTURY CITY MAIN OFFICE (CA9159) Pay and benefits information Pay range$62,000.00 - $96,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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 for daily operational functions which include online banking enrollments, email inquiries/requests, account maintenance, and complaint procedures. Provide guidance and support to the client service team for complex client calls, issues and/ or concerns. Assist in resolving escalated operational service requests. Monitor incoming and outgoing client calls ensuring that they are answered timely, courteously, professionally, accurately and meet established client service standards. Provide call support as needed. Ensure client service specialists comply with Bank policies, procedures, and regulations. Supervise department team members , provide training, coaching and contribute with performance evaluations. Achieve assigned key department performance metrics for abandoned rates and wait times. Manage staff work schedules and monitor workflow and productivity ensuring work shifts are covered and daily operational functions and servicing tasks are completed timely. Prepare monthly statistical reporting for management and maintain department records and logs. QUALIFICATIONS Education: College degree preferred but not required. Experience: Minimum four years' experience in a banking call center environment with supervisory responsibilities. Knowledge of core banking systems, online banking, and call management applications. Thorough knowledge of bank policies and procedures. Skills/Ability: Effective verbal and written communication skills. Strong leadership skills. Ability to multitask and stay organized. Proficient with computer applications (Microsoft Word, Excel, Outlook). Flexible with work hours. Comfortable working a schedule that may fall outside standard 8:30 a.m. to 5:30 p.m. hours. Bi-lingual English and Chinese (Mandarin or Cantonese) preferred, but not required. OTHER DETAILS $29.33 - $33.65 / hour Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.

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 for daily operational functions which include online banking enrollments, email inquiries/requests, account maintenance, and complaint procedures. Provide guidance and support to the client service team for complex client calls, issues and/ or concerns. Assist in resolving escalated operational service requests. Monitor incoming and outgoing client calls ensuring that they are answered timely, courteously, professionally, accurately and meet established client service standards. Provide call support as needed. Ensure client service specialists comply with Bank policies, procedures, and regulations. Supervise department team members , provide training, coaching and contribute with performance evaluations. Achieve assigned key department performance metrics for abandoned rates and wait times. Manage staff work schedules and monitor workflow and productivity ensuring work shifts are covered and daily operational functions and servicing tasks are completed timely. Prepare monthly statistical reporting for management and maintain department records and logs. QUALIFICATIONS Education: College degree preferred but not required. Experience: Minimum four years' experience in a banking call center environment with supervisory responsibilities. Knowledge of core banking systems, online banking, and call management applications. Thorough knowledge of bank policies and procedures. Skills/Ability: Effective verbal and written communication skills. Strong leadership skills. Ability to multitask and stay organized. Proficient with computer applications (Microsoft Word, Excel, Outlook). Flexible with work hours. Comfortable working a schedule that may fall outside standard 8:30 a.m. to 5:30 p.m. hours. Bi-lingual English and Chinese (Mandarin or Cantonese) preferred, but not required. OTHER DETAILS $29.33 - $33.65 / hour Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.