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Cathay General Bancorp

23 open roles indexed with location, benefit, and apply-link signals where available.

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  • Credit Analysis Officer

    El Monte, CA, USA

    unspecified Salary not disclosed

    Credit Analysis Officer El Monte, CA, USA Credit Analysis Officer El Monte, CA, USA Posted Wednesday, June 10, 2026 GENERAL SUMMARY Under the direction of the Team Manager, participates in the loan management process by providing financial analytical skills and credit knowledge with a focus on C&I and Owner-Occupied Real Estate transactions to support a team of Relationship Managers. Analyzes prospective loan transactions and credit worthiness of borrowers and guarantors. Prepares financial and credit analysis to support opinions and recommendations regarding proposed credit and potential financial risks to the loan repayment sources. Ensures all due diligence, financial and background evaluation is complete and thorough on a loan request so credit approval can be considered. ESSENTIAL FUNCTIONS Prepare financial statement and global cash flow spreads for existing and new clients, evaluates cash flow that supports proposed credit structure analyzes industry data, competitive factors, historical performance, projected results, risks, and mitigating factors. At the direction of the Team Manager and/or in concert with the Relationship Manager, contact borrowers directly, as appropriate, for additional information and details related to loan requests or clarification of financial materials and resources. Prepare credit write-ups that include in depth financial analysis, an understanding of key ratios, trends and financial covenants. Review and evaluate collateral periodically to minimize credit risk. Maintain up-to-date knowledge on all Bank lending policies and regulations. Confer with the appropriate Bank personnel regarding new/existing lending requirements and regulations. Review risk grading as appropriate to credit analysis to identify potential credit issues. Escalate potential credit

  • Relationship Banker I

    Mountain View, CA, USA

    unspecified Salary not disclosed

    Relationship Banker I Mountain View, CA, USA Relationship Banker I Mountain View, CA, USA Posted Wednesday, June 10, 2026 GENERAL SUMMARY Responsible for primarily handling teller transactions, providing operational support, cross-selling bank products/services, and resolving customer service issues. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. As needed, will open accounts and refer customers to other areas of the bank as appropriate. Follow regulations and bank security procedures to protect customers as well as minimize risk to the bank. ESSENTIAL FUNCTIONS Operations Perform deposits and withdrawal transactions. Reconcile and balance teller cash drawer. Process outgoing wires. Essential functions of Safe Deposit box (e.g. entry, opening, maintenance). Assist customers with problem resolution. Assist in ATM balancing. Detect and report fraudulent or suspicious activities by completing BSA reporting as required, Currency Transactions Reports or Monetary Instrument Reports. New Accounts Perform all aspects of new account opening procedures for all bank products/services. Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution. Perform customer service functions such as check orders, change of address, return mail processing, supersede signature cards, and other account maintenance changes. Maintain confidentiality of customer information as well as Bank proprietary information. Sales & Service Identify sales opportunities to cross-sell bank products and services to ensure customers' financial goals are met. Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention. Maintain open communication with Bank business partners and make referrals as appropriate

  • Applications Support Analyst

    Rosemead, CA, USA

    unspecified Salary not disclosed

    Applications Support Analyst Rosemead, CA, USA Applications Support Analyst Rosemead, CA, USA Posted Thursday, June 11, 2026 GENERAL SUMMARY The Applications Support Analyst position is charged with responding, resolving, and fulfilling internal Bank system support issues and requests. This position is charged with administering banking application systems and requires prior experience in application and server administration, knowledge in system interdependencies, and understanding of data sets. ESSENTIAL FUNCTIONS Independently analyze, troubleshoot, and document user support tickets related to banking applications systems. Ensure that support tickets are managed towards timely resolution and closure. Collaborate with other areas within the IT department to fulfill business requests. Perform application system maintenance such as installations, upgrades, and patching. Resolve and fulfill requests compliant to established Service Level Agreements. Regularly review system bulletins to ensure issues are identified, addressed, and communicated to appropriate parties timely. Build strong client service relationships across various levels of the organization. Ensure systems are secure through implementation of best practices and procedures, in accordance with FFIEC guidelines. Integrate software and computer systems by analyzing and developing specifications that address business functions and workflow. Maintain application system supports documentation on a regular basis. Participate and contribute to scheduled Disaster Recovery exercises. Take ownership of maintaining recurring System State updates; ensure that documentation kept are accurate and concise. QUALIFICATIONS Education: BS Computer Science/Engineering or equivalent work experience required. Experience: Minimum three years of experience in an applications support position. Experience and knowledge of the financial/banking industry and regulatory requirements (FFIEC) preferred. Experience with

  • Credit Analysis Officer

    El Monte, CA, USA

    unspecified Salary not disclosed

    Credit Analysis Officer El Monte, CA, USA Credit Analysis Officer El Monte, CA, USA Posted Thursday, June 11, 2026 GENERAL SUMMARY Conduct financial analysis to assess credit worthiness while following established bank underwriting policies and procedures for capital call / subscription secured and related commercial credit requests as well as other credit opportunities, assist in the maintenance and monitoring of existing credits in the portfolio, responsible for certain administrative duties including reporting. ESSENTIAL FUNCTIONS Reviews existing and new loan exposures, proposed extensions of credit and financial information; evaluates credit structure and terms; determines sources and uses of funds; analyzes industry data, competitive factors, historical performance, projected results, risks, and mitigating factors. Reviews and evaluates collateral periodically to minimize credit exposure. With guidance and supervision authors credit approval analysis report. Maintains up-to-date knowledge on all Bank lending policies and regulations. Confers with the appropriate Bank personnel regarding lending requirements and regulations. Supports lending management team by monitoring performance of borrowers, identifying problem credits, and taking a proactive approach toward resolution. Reviews risk grading on an ongoing basis to identify potential credit issues. Escalates potential credit issues to Team Manager, Division Manager and Account Officer. QUALIFICATIONS Education: College degree in Finance, Accounting, Business or related field preferred with some level of accounting coursework. Experience: Knowledge of credit, accounting, credit procedures and financial statement analysis. 1-2 years of corporate commercial lending and / or banking experience preferred but not required. A good knowledge of accounting, lending regulations and credit practices are a plus

  • Sr. Insider Risk Analyst

    El Monte, CA, USA

    unspecified Salary not disclosed

    Sr. Insider Risk Analyst El Monte, CA, USA Sr. Insider Risk Analyst El Monte, CA, USA Posted Thursday, June 11, 2026 GENERAL SUMMARY Our Information Security Team is responsible for identifying potential threats against the Bank and its workforce from internal and external threat actors and developing strategies to mitigate those threats to protect the Bank's reputation, workforce, clients, and assets. The Insider Risk Analyst supports the Insider Risk Program by monitoring and triaging insider-risk alerts, conducting multi-source analysis to determine context and risk, and documenting findings for appropriate escalation. Additionally, the Insider Risk Analyst will assist in assessing exfiltration paths, tuning security tools and policies, and providing Information Security training and awareness to the organization. This role partners closely with Human Resources, Legal, other Information Security teams, and Information Technology to coordinate investigations, recommend mitigation actions, and help ensure activities are performed in accordance with data privacy, legal, and regulatory requirements. ESSENTIAL FUNCTIONS Lead triage of insider-risk alerts generated by monitoring use cases and tools; validate activity, gather context, and determine appropriate disposition in accordance with approved procedures. Respond to DLP alerts, monitor DLP consoles and analyze security events to identify potential data loss incidents. Lead in-depth investigations of suspected insider threat incidents, including unauthorized access, data exfiltration, and policy violations. Regularly review and fine-tune DLP and UEBA rules/policies to reduce false positives and improve detection accuracy. Develop and implement insider threat detection use cases, alert rules, and incident response playbooks. Assess potential insider threats by evaluating the risks

  • AVP/VP, Portfolio Manager

    El Monte, CA, USA

    unspecified Salary not disclosed

    AVP/VP, Portfolio Manager El Monte, CA, USA AVP/VP, Portfolio Manager El Monte, CA, USA Posted Wednesday, June 10, 2026 GENERAL SUMMARY Portfolio Manager (“PM”) is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the SRM who owns the relationship of these accounts. PM is expected to maintain close contact with these clients and leverage the relationship to identify and bring in additional new business opportunities, both in loans and Bank's other products and services. PM is expected to provide “best-in-class” service to these loan clients while following established Bank's policies and procedures. ESSENTIAL FUNCTIONS PM is to work closely with SRM(s) and Team Managers on the assigned loan portfolio by monitoring and managing the credit quality of such portfolio. Review to ensure each credit is properly risk rated based on the Bank's risk rating system. Maintain and grow existing client relationships, cross-sell Bank's other products and services. Specifically accountable for credit underwriting and origination of new credits from the existing client base, portfolio monitoring, renewals, amendments and annual reviews. Work with designated underwriter, loan assistants and other loan support staff to prepare the Credit Commitment Report (“CCR”). Reviews client's accounts and portfolios in order to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank. Ensure compliance with Bank, regulatory and credit requirements with emphasis on best-in-class customer service while adhering to required timeframes from the

  • VP, Treasury Management Product Manager

    El Monte, CA, USA

    unspecified Salary not disclosed

    VP, Treasury Management Product Manager El Monte, CA, USA VP, Treasury Management Product Manager El Monte, CA, USA Posted Monday, June 8, 2026 GENERAL SUMMARY The Product Manager is responsible for the product planning and execution of consumer and commercial deposit & fee-based products, throughout the product lifecycle, including gathering and prioritizing product and customer requirements, defining the product vision, and working closely with IT, Sales, Marketing and Operations to ensure revenue and customer satisfaction goals are met. The Product Manager's job also includes ensuring that the product supports the company's overall strategy and goals. ESSENTIAL FUNCTIONS Define and execute assigned product strategy and roadmap. Own all elements around subject matter product including all service-related challenges. Understand all market trends, technologies and competitive offers relating to product set. Grow revenue contribution to bank's product portfolio. Responsible for the design, financial feasibility, and operational impact of product offerings. Develop product positioning and messaging that differentiates products in the market. Own all product deficiencies, take lead in ensuring product issues are resolved. Keep log of all product issues to include discovery date and issue resolution date. Lead idea generation for new products and product marketing. Develop and maintain policy language in partnership with Operations, Compliance, and Audit. Provide support and product training to frontline team members. Ability to present to all levels within the bank including Executive Management. QUALIFICATIONS Education: College degree with major in Finance, Marketing, or business-related discipline preferred but not required. Experience: Minimum five years of banking experience, (seven

  • Sr. Reconcilement Services Specialist

    Rosemead, CA, USA

    unspecified Salary not disclosed

    Sr. Reconcilement Services Specialist Rosemead, CA, USA Sr. Reconcilement Services Specialist Rosemead, CA, USA Posted Friday, June 5, 2026 GENERAL SUMMARY Responsible for back-office and multiple accounting support functions associated with branch deposit operations, while following established policies and department procedures. ESSENTIAL FUNCTIONS Own the reconciliation framework for key accounts, ensuring completeness, accuracy, and timely resolution of discrepancies. Review and perform next day reconciliation of branch cash balances, Branch Capture reconciliation, Teller Exchange GL balancing, monitor various branch suspense GL such as Teller Cash Shortage, Teller Cash Overage, Suspense Resources, Suspense Liabilities and GL Unidentified Suspense. Prepare and provide complete and timely reconciliation report. Perform daily reconciliation of Due From Bank accounts, ATM balancing, and reconciliations of other assigned accounts and general ledgers related to deposit functions. Identify out of balance conditions, coordinate remediation with applicable branch or department and compile supporting documentation for accounts and general ledgers. Responsible for the balancing and reconciliation of Cash Vault GL and post currency and coin adjustment. Report counterfeit Cashier Check. Handle complicated inquiries from branches, departments and auditors regarding reconciliations and adjustments. Perform monthly certifications of various assigned accounts. Prepare and submit periodic and annual Federal and State Tax reporting for deposit related transactions and accounts. Serve as a key backup for operational accounting responsibilities and supervision coverage. Back up for Prefunding checking reconciliation, Bank Checks balancing & Cash Vault reconciliation. Reconcile charge off GL account activity with losses report, identifying any one sided entries Review/ approve wire reconciliations and various suspense

  • Relationship Banker I or II

    Rancho Cucamonga, CA, USA

    unspecified Salary not disclosed

    Relationship Banker I or II Rancho Cucamonga, CA, USA Relationship Banker I or II Rancho Cucamonga, CA, USA Posted Wednesday, June 3, 2026 GENERAL SUMMARY Responsible for primarily handling teller transactions, providing operational support, cross-selling bank products/services, and resolving customer service issues. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. As needed, will open accounts and refer customers to other areas of the bank as appropriate. Follow regulations and bank security procedures to protect customers as well as minimize risk to the bank. ESSENTIAL FUNCTIONS Operations Perform deposits and withdrawal transactions. Reconcile and balance teller cash drawer. Process outgoing wires. Essential functions of Safe Deposit box (e.g. entry, opening, maintenance). Assist customers with problem resolution. Assist in ATM balancing. Detect and report fraudulent or suspicious activities by completing BSA reporting as required, Currency Transactions Reports or Monetary Instrument Reports. New Accounts Perform all aspects of new account opening procedures for all bank products/services. Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution. Perform customer service functions such as check orders, change of address, return mail processing, supersede signature cards, and other account maintenance changes. Maintain confidentiality of customer information as well as Bank proprietary information. Sales & Service Identify sales opportunities to cross-sell bank products and services to ensure customers' financial goals are met. Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention. Maintain open communication with Bank business partners and

  • Patch Management Administrator

    Rosemead, CA, USA

    unspecified Salary not disclosed

    Patch Management Administrator Rosemead, CA, USA Patch Management Administrator Rosemead, CA, USA Posted Friday, June 5, 2026 GENERAL SUMMARY The Patch Management Specialist is responsible for supporting the Bank's endpoint patch management lifecycle to ensure timely, controlled, and compliant deployment of operating system, firmware, and application patches across the enterprise environment. This role performs endpoint patch installations, monitors patch deployment progress through completion, troubleshoots issues, coordinates remediation efforts, and conducts or supports post-patch application testing to validate system stability and business functionality. ESSENTIAL FUNCTIONS Patch Deployment• Deploy security patches, updates, hotfixes, firmware, and approved software patches across endpoints and related infrastructure.• Support patching for desktops, laptops, virtual endpoints, and other managed devices.• Review and validate patch packages before deployment in accordance with change and release requirements.• Execute patch deployments during approved maintenance windows. Patch Monitoring• Monitor patch deployment through completion across assigned endpoints.• Identify and resolve failed, incomplete, or non-compliant installations promptly.• Escalate persistent failures, compatibility issues, or deployment anomalies to the appropriate teams or vendors.• Maintain patch compliance dashboards, reports, and status updates for management.• Track exceptions, offline devices, and deferred patches to ensure closure or documented risk acceptance. Post-Patch Validation• Perform or coordinate post-patch testing to confirm functionality, compatibility, and stability.• Verify that critical applications, endpoint security tools, and productivity services function as expected after patching.• Document testing results, issues, remediation steps, and final resolution.• Partner with application owners and support teams to resolve patch-related incidents and service impacts. Governance and Compliance• Adhere to IT governance, information security,

  • Consumer Loan Servicing Specialist II

    Rosemead, CA, USA

    unspecified Salary not disclosed

    Consumer Loan Servicing Specialist II Rosemead, CA, USA Consumer Loan Servicing Specialist II Rosemead, CA, USA Posted Thursday, June 4, 2026 GENERAL SUMMARY Under supervision of the Department Supervisor or Manager, and following established policies and procedures, perform duties related to servicing the Bank's consumer loan portfolio according to separation of duties established by the Department Manager including but not limited to the essential functions described below. ESSENTIAL FUNCTIONS Complete necessary functions pertaining to servicing loans sold to Freddie Mac, including but not limited to, daily and monthly remittance of payments, status update in Freddie system, and reconciliation of bank accounts. Board new loans to the Core System. Review error and system maintenance reports and correct errors. Respond to general inquiries from both internal and external clients via mail or through call center. Review and clear non-posted Lockbox payments. Review and clear system posting rejects and unapplied funds. Provide research and correction to accounts. Process payoff funds and return items (such as return check, return mail, etc.) Post monthly loan payments. Clear loan WIP account of loan payments. Process requests for auto debit and ACH. Update collateral information in the Core System. Respond to demand request for payoff quote. Respond to verification of loan requests. Prepare mortgage release documents on paid-in-full loans. QUALIFICATIONS Education: High school diploma or equivalent with some college business classes preferred. Experience: Minimum 1-2 years in loan servicing and thorough understanding of consumer loan servicing products; knowledge of state and federal banking regulations and procedures with

  • Sr. Deposit Operations Specialist

    Rosemead, CA, USA

    remote Salary not disclosed

    Sr. Deposit Operations Specialist Rosemead, CA, USA Sr. Deposit Operations Specialist Rosemead, CA, USA Posted Wednesday, June 3, 2026 GENERAL SUMMARY Performs work in a centralized operations environment, with limited supervision and following established policies and department procedures. Provides back-office support associated with check signature verifications, returned deposited items, change of address requests, bank by mail deposits, non-posted items, collections, returned mail, remote deposit capture, mobile deposit processing, including the following functional duties: ESSENTIAL FUNCTIONS Assists supervisor and/or manager in providing guidance to the Transaction Processing unit. Reviews daily inclearing items, large dollar, and two signature required items (checks/ debits) to insure proper signature, date, endorsements, etc. Prepares possible returns list for those items that do not meet the standard pay file guidelines. Maintains customers' change of address. Processes Returned Deposited Items. Validates accounts for Incoming EARNs notifications against accounts. Reviews Consumer and Business Mobile Deposit and Remote Deposit Capture. Processes incoming and outgoing foreign and Canadian collections. Processes pouch activity for the Hong Kong Branch or Representative Office. Assists with researching and responding to check related inquiries from branches, departments, and management. Processes and/or communicates to FIS branch/department decisions for Nonpost Exception Items, Stop Payment Suspect items, and NSF/Overdraft processing. Processes check adjustments. Processes VOD requests and other related functions. Processes and distributes Returned and Hold Mail. Balances end-of-day transactions. Works variable hours, which may be adjusted weekly as required. Accepts other duties as deemed necessary by the supervisor or manager. QUALIFICATIONS Education: High school graduate. Some college preferred

  • Loan Servicing Specialist II

    Rosemead, CA, USA

    unspecified Salary not disclosed

    Loan Servicing Specialist II Rosemead, CA, USA Loan Servicing Specialist II Rosemead, CA, USA Posted Thursday, June 4, 2026 GENERAL SUMMARY Under supervision of the Department Supervisor or Manager, and following established policies and procedures, perform duties related to servicing the Bank's consumer loan portfolio according to separation of duties established by the Department Manager including but not limited to the essential functions described below. ESSENTIAL FUNCTIONS Complete necessary functions pertaining to servicing loans sold to Freddie Mac, including but not limited to, daily and monthly remittance of payments, status update in Freddie system, and reconciliation of bank accounts. Board new loans to the Core System. Review error and system maintenance reports and correct errors. Respond to general inquiries from both internal and external clients via mail or through call center. Review and clear non-posted Lockbox payments. Review and clear system posting rejects and unapplied funds. Provide research and correction to accounts. Process payoff funds and return items (such as return check, return mail, etc.) Post monthly loan payments. Clear loan WIP account of loan payments. Process requests for auto debit and ACH. Update collateral information in the Core System. Respond to demand request for payoff quote. Respond to verification of loan requests. Prepare mortgage release documents on paid-in-full loans. QUALIFICATIONS Education: High school diploma or equivalent with some college business classes preferred. Experience: Minimum 1-2 years in loan servicing and thorough understanding of consumer loan servicing products; knowledge of state and federal banking regulations and procedures with regulatory requirements

  • Asset Management Analyst

    Rosemead, CA, USA

    unspecified Salary not disclosed

    Asset Management Analyst Rosemead, CA, USA Asset Management Analyst Rosemead, CA, USA Posted Friday, June 5, 2026 GENERAL SUMMARY The role of the IT Asset Administrator is to support the management of IT assets at all stages of the asset lifecycle. You will work closely with the IT Asset Manager to deliver effective asset management procedures, tools, and training. You will also work, as needed, with stakeholders inside and outside the organization. ESSENTIAL FUNCTIONS Maintain documentation to support IT asset management activities. Follow all policies and procedures for tracking IT equipment and software. Support request fulfillment, purchasing, receiving, and deployment of hardware and software. Maintain asset records within our IT asset management database. Analyze stock items and identify required stock levels to support business needs. Assess compliance with established IT asset policies and procedures. Track software licenses, warranties, maintenance agreements, and vendor contracts, in line with established policies and procedures. Conduct periodic audits to evaluate IT asset data accuracy. Investigate and recommend corrective measures to resolve data accuracy issues. Generate reports on cost, spending, licensing, warranty, and maintenance/support contracts to support purchasing decisions. Provide training on asset management procedures and tools. Investigate opportunities to allocate IT assets more efficiently. Evaluate the effectiveness of IT asset management activities and identify opportunities for improvement. Develop purchasing recommendations that support business goals, in collaboration with senior management and stakeholders. QUALIFICATIONS Education: BS Computer Science/Engineering or equivalent work experience required. Experience: Minimum three years of work experience in IT service support, asset management, contract

  • Financial Advisor

    Plano, TX, USA

    unspecified Salary not disclosed

    Financial Advisor Plano, TX, USA Financial Advisor Plano, TX, USA Posted Wednesday, June 3, 2026 GENERAL SUMMARY Proactively develops a client base to which appropriate wealth management products can be sold. Analyzes customers' financial needs and advises them on investment choices and insurance products that best meet their needs to optimize the financial performance and achieve the highest level of customer satisfaction. Ensures that all business originations are in compliance with audit and regulatory standards. ESSENTIAL FUNCTIONS Pro-actively develops a client base to which appropriate wealth management products can be sold. Collects and analyzes information regarding the customer risk tolerance, long and short term goals, income, assets, investments and debts; determines which financial products best meet the customer needs and financial circumstances. Advises the customer regarding the advantages, risks, and disadvantages of different financial products Markets, services, or promotes financial products. Develops internal referral resources to identify existing customers Identifies external prospects and builds new client relationships, including participating in joint calls with Branch Managers, Lenders, etc. to further expand relationships. Represent the bank by participating in local professional and community associations and their networking activities to develop self-sourced business. Identifies cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling Understands and complies with all aspects of bank and Cetera Investment Services LLC policies and practices, laws and regulations governing the duties and responsibilities of product sales. Ensures products sold are suitable for client's risk tolerance and other appropriate factors.

  • AVP/VP, Client Service Manager

    El Monte, CA, USA

    unspecified Salary not disclosed

    AVP/VP, Client Service Manager El Monte, CA, USA AVP/VP, Client Service Manager El Monte, CA, USA Posted Friday, June 5, 2026 GENERAL SUMMARY The AVP/VP, Client Service Manager is responsible for establishing and managing relationships with commercial clients, providing exceptional internal and external client service, and is critical to enhancing the overall client experience at Cathay Bank for our commercial banking and assigned clients. DIRECT REPORTS The incumbent may have one or more direct report -Client Service Officer(s) ESSENTIAL FUNCTIONS Execute transactions and approvals, focusing on operational 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

  • VP, Relationship Manager

    Multiple Locations

    unspecified Salary not disclosed

    VP, Relationship Manager Multiple Locations VP, Relationship Manager Multiple Locations Posted Wednesday, June 3, 2026 GENERAL SUMMARY Relationship Manager (“RM”) is able to handle both (i) client-facing business development responsibilities as well as (ii) portfolio management responsibilities. This type of RM is typically found in lending teams with a smaller number of people where someone may need to carry out both functions. In a larger lending team, this title can exist for someone who wants to transition from PM to SRM but is not quite ready for the loan goal targets of a SRM. This position's function is to identify and bring new loan clients and be able to manage an existing portfolio assigned to them. ESSENTIAL FUNCTIONS Identify and bring new clients to the Bank. Each RM should have a specific new loan commitment/outstanding goal set by their Team Manager every year. RM is to negotiate and structure the primary terms of the loan with the client; circulate concept memo if needed prior to issuance of term sheet/LOI. Work with designated underwriter, loan assistants and other loan support staff to prepare the Credit Commitment Report (“CCR”) for new loans, renewals, amendments and annual reviews. Present each CCR to the requisite approval authority levels. The finished CCR is the work product of a team but the RM is ultimately responsible for the content. Review loan documents, either internally prepared or by outside counsel, to ensure accuracy. Work with loan assistants and loan support staff to ensure all necessary items needed

  • VP, Branch Manager

    Los Angeles, CA, USA

    unspecified Salary not disclosed

    VP, Branch Manager Los Angeles, CA, USA VP, Branch Manager Los Angeles, CA, USA Posted Wednesday, June 3, 2026 GENERAL SUMMARY Branch Manager is responsible for the overall success of the branch with a primary focus on retaining banking relationships and developing new business for the bank. DIRECT REPORTS The incumbent supervises the entire staff within the branch. ESSENTIAL FUNCTIONS Management of and total accountability for a branch office in meeting administrative, Compliance, operational, sales and service, and profitability objectives of the bank. Make regular business development calls to solicit new business (loans, deposits) or improve services to clients. Oversee and/or train/guide staff to provide clients with appropriate Bank products and services. Insure that staff members provide continuous quality service to clients. Represent the bank in the community through involvement in various civic and charitable activities. Assure compliance with the bank's policies and procedures. Maintain non-discriminatory practices in business. Perform miscellaneous duties as assigned. Sales & Service Responsibilities Set annual personal performance plan/goals and weekly sales plan/goals for the branch staff. Assess sales results of the branch. Work with marketing dept. to develop sales programs and/or campaigns. Hold weekly sales/service meetings for briefings and debriefings. Motivate staff to solicit sales and give commendable service. Supervise training of staff on product knowledge, sales and service techniques. Provide clients with appropriate bank products and services to meet the clients' needs. Build/enhance business relationship with clients. Lending Responsibilities Make business development calls to solicit loans. Maintain, promote, enhance business relationship with clients. Administration

  • New Account Review Specialist

    Rosemead, CA, USA

    unspecified Salary not disclosed

    New Account Review Specialist Rosemead, CA, USA New Account Review Specialist Rosemead, CA, USA Posted Friday, June 5, 2026 GENERAL SUMMARY The New Accounts Review Specialist acts as a liaison with the Retail Banking team and other areas of the bank in reviewing, verifying and processing customer account opening documents to ensure compliance with legal, regulatory and internal bank policies. The New Accounts Specialist plays a critical role in ensuring the seamless and compliant onboarding of new clients by managing the end-to-end documentation process. The New Accounts Review Specialist investigates and corrects new account discrepancies, errors, or missing documentation. ESSENTIAL FUNCTIONS Assist branches and internal departments with proper guidance and interpretation of bank policies and procedures via telephone and email. Completes research and follow up in a timely manner to resolve documentation discrepancies. Ensure compliance with all applicable regulations, including but not limited to BSA/AML, CIP, OFAC, Reg CC, Reg E, Reg DD, UDAAP, and other requirements. Maintain knowledge of all products and services offered in assigned areas. Keep abreast of new products and services as well as changes to existing products and services. Review new account documentation for adherence to regulatory and/or legal requirements and bank policy. Perform system review of customer and account level input for accuracy and completeness. Track missing or incomplete documentation and communicating with internal partners to resolve issues. Run daily reports to track account opening documentation exceptions. Conduct pre- and post- documentation review of new account openings to ensure all documents are accurate and

  • AVP, Product Manager Designer - nCino DAO

    El Monte, CA, USA

    unspecified Salary not disclosed

    AVP, Product Manager Designer - nCino DAO El Monte, CA, USA AVP, Product Manager Designer - nCino DAO El Monte, CA, USA Posted Thursday, June 4, 2026 GENERAL SUMMARY The nCino DAO Enterprise Product Manager and Designer has a crucial role in supporting the Bank's utilization and adoption of the nCino application system for Deposit Account Origination (DAO). This position drives product planning, development, and management to enhance the DAO workflow for streamlined user and client experiences. Working in partnership with business units to address internal business priorities as additional products are added to nCino and working to create architecture for a unified experience. This role serves as a liaison between business and technology teams to align this strategic vision with cross-department stakeholders to shape product roadmap, investment areas and success measures. DIRECT REPORTS This position may have direct reports. ESSENTIAL FUNCTIONS Pull from market and competitive insights, client needs, and internal business priorities to create the product vision (target client segments, markets, channels, go to market approach, and value propositions). Manage the product development lifecycle, ensuring alignment with business goals and user needs. Apply best practice techniques to perform basic administration of nCino using Salesforce's comprehensive configuration tools. Develop an nCino release and middleware update management strategy to track major release schedules across all integration platforms to ensure system versions are up to date and tested. Collaborate with cross-functional teams including teams within technology and business partners to deliver high-quality product solutions. Partner with stakeholders to gather requirements, define