Talent.com
Customer Service & Sales Manager

Customer Service & Sales Manager

Cathay Bank - HeadquartersCupertino, CA, United States
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

People Drive Our Success

Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.

Apply today!

What our team members are saying :

Video Clip 1

Video Clip 2

Video Clip 3

Learn more about us at cathaybank.com

GENERAL SUMMARY

Responsible for supporting the branch sales goals while overseeing all aspects of customer service levels and branch operational integrity. Responsible for personnel administration, staff development as well as the service driven sales culture of branch banking. Promote, implement, and ensure quality customer service. Provide operational support to areas involving business development and portfolio administration. Support customer retention and acquisition programs by partnering 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

    $27.00 - $32.69 / hour

    Pay determined based on job-related knowledge, skills, experience, and location.

    This position may be eligible for a discretionary bonus.

    Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).

    Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy .

    Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.

    Click here to view the "Know Your Rights : Workplace Discrimination is Illegal" Poster :

    Poster- English

    Poster- Spanish

    Poster- Chinese Traditional

    Poster- Chinese Simplified

    Cathay Bank endeavors to make www.CathayBank.com accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at (626) 582-7370 or mickey.hsu@cathaybank.com . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

    serp_jobs.job_alerts.create_a_job

    Customer Service Manager • Cupertino, CA, United States

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Customer Service, Sales and Marketing Manager

    Customer Service, Sales and Marketing Manager

    Medical Instrument Development Laboratories, Inc.San Leandro, CA, US
    serp_jobs.job_card.full_time
    We are seeking a dynamic and experienced Customer Service, Sales & Marketing Manager to lead our international markets outside of the U. The ideal candidate will have 3–6 years of experien...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Service Manager

    Service Manager

    CintasFremont, CA, US
    serp_jobs.job_card.full_time
    Cintas is seeking a Service Manager to directly manage our customer facing Service team.Responsibilities include hiring and performance management. managing the overall performance of a team; provi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Manager, Sales and Customer Service

    Manager, Sales and Customer Service

    Macy'sSan Mateo, CA, US
    serp_jobs.job_card.full_time
    Manager, Sales & Customer Service.Macy's is more than just a store.One that's captured the hearts and minds of America for more than 160 years. A story about innovations and traditionsabout inspirin...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Global Customer Service Manager

    Global Customer Service Manager

    Advantest CorporationSan Jose, CA, US
    serp_jobs.job_card.full_time
    Global Customer Service Manager.The Global Customer Service Manager position plays a critical role as a member of assigned Global Account Teams for AAI-based global accounts.The person taking on th...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Customer Service, Sales and Marketing Manager (San Leandro)

    Customer Service, Sales and Marketing Manager (San Leandro)

    Medical Instrument Development Laboratories, Inc.San Leandro, CA, US
    serp_jobs.job_card.full_time +1
    We are seeking a dynamic and experienced Customer Service, Sales & Marketing Manager to lead our international markets outside of the U. The ideal candidate will have 36 years of experience in sales...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Technical Sales Manger (eBos and Services)

    Technical Sales Manger (eBos and Services)

    NextrackerFremont, CA, US
    serp_jobs.job_card.full_time
    Manager, Technical Sales Services And Ebos.Nextracker is a leading provider of intelligent solar tracker and software solutions for utility-scale and distributed generation solar power plants.Our ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Sales and Direct Customer Service Team Member

    Sales and Direct Customer Service Team Member

    SRO Marketing, Inc.San Mateo, CA, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    SRO Marketing is a leading sales company focused on the telecommunications sector.We specialize in driving customer acquisition and market growth for our partners. As a Sales and Direct Customer Ser...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Customer Service, Sales and Marketing Manager Job at Medical Instrument Developm

    Customer Service, Sales and Marketing Manager Job at Medical Instrument Developm

    MediabistroSan Leandro, CA, United States
    serp_jobs.job_card.full_time
    We are seeking a dynamic and experienced Customer Service, Sales & Marketing Manager to lead our international markets outside of the U. The ideal candidate will have 3–6 years of experience in sale...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Multi-Store Sales & Client Relations Manager

    Multi-Store Sales & Client Relations Manager

    24 Seven TalentSan Francisco, CA, US
    serp_jobs.job_card.full_time +1
    Our client, a luxury womenswear brand focused on cashmere, silks, etc.Multi-Store Sales & Client Relations Manager.Starting at $80k (Plus commission) Dependent on experience.This role is ideal ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Enterprise Customer Success Manager

    Enterprise Customer Success Manager

    KarbonSan Francisco, CA, US
    serp_jobs.job_card.full_time
    Karbon is the global leader in practice management software for growth-minded accounting firms.We provide an award-winning, highly collaborative cloud platform that streamlines work and communicati...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Customer Success Manager

    Customer Success Manager

    IT Management Corp. dba 101 VOICESanta Clara, CA, US
    serp_jobs.job_card.full_time
    IT Management Corporation was established in 2009 as a new generation IT solution provider focusing on sustainability, network conversion, and business alignment. We’re a highly qualified and ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Project Manager Sales (Livermore)

    Project Manager Sales (Livermore)

    Gexpro ServicesLivermore, California, US
    serp_jobs.job_card.part_time
    Gexpro Services is a world-class Supply Chain Services outsource provider, speciali.Our expertise is in a broad offering of engineered commodities, coupled with our program management capabilities ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Store Manager, MaxMara Livermore Outlet

    Store Manager, MaxMara Livermore Outlet

    Max Mara Fashion GroupLivermore, CA, US
    serp_jobs.job_card.full_time
    The Store Manager is responsible for business development in line with the brand’s strategy, overall store management, staff, merchandise, and customer service. The Store Manager is accountabl...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Customer Service Operations & Escalation Lead (Contractor)

    Customer Service Operations & Escalation Lead (Contractor)

    OPPO US Research CenterPalo Alto, CA, US
    serp_jobs.job_card.full_time
    The Customer Service Operations & Escalation Lead is responsible for managing the daily operation of OnePlus North America’s customer support channels and ensuring high-quality, efficient...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Project Manager Sales

    Project Manager Sales

    Gexpro ServicesLivermore, CA, United States
    serp_jobs.job_card.full_time
    Gexpro Services is seeking a dynamic Project Manager Sales to lead sales project initiatives within the supply chain and logistics sectors. In this role, you will be responsible for managing complex...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Sales Manager

    Sales Manager

    Stoneledge Furniture, LLCAshland, CA, US
    serp_jobs.job_card.full_time
    The Sales Manager is primarily responsible for managing and driving sales and margin in alignment with the financial plan of the retail store by managing and directing the sales team.The Sales Mana...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Sales Manager - New Installations and Modernizations

    Sales Manager - New Installations and Modernizations

    Dwan Elevator Co.San Francisco, CA, US
    serp_jobs.job_card.full_time
    Sales Manager - New Installations and Modernizations.Dwan Elevator is a leading provider of residential and commercial elevator solutions in the San Francisco Bay Area. We specialize in delivering h...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Service Advisor Manager

    Service Advisor Manager

    MidasSan Leandro, CA, US
    serp_jobs.job_card.full_time
    Midas seeks a seasoned Service Advisor Manager to oversee business operations, promote customer satisfaction, drive growth initiatives, and maximize sales through upselling.The ideal candidate shou...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Assistant Store Manager (Sales, Customer Service)

    Assistant Store Manager (Sales, Customer Service)

    CostulessdirectRedwood City, CA, United States
    serp_jobs.job_card.full_time
    Assistant Store Manager (Sales, Customer Service) – Requisition : ASSIS027970.Sign-On Bonus Opportunity of up to $3,500 •. Pay Range : $65,000 - $130,000 per year.Confie and its family of companies - ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Sales Manager for Patient Vital-sign Monitoring Systems (Consumer Channels)

    Sales Manager for Patient Vital-sign Monitoring Systems (Consumer Channels)

    Aulisa Medical USA, IncSanta Clara, CA, US
    serp_jobs.job_card.full_time
    Our products are wearable, wireless, continuous patient vital-sign monitoring systems, and they are 510(K) cleared.We are expanding our team to drive growth and innovation in the digital sales land...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days