Cathay Bank · 4 months ago
VP, Sales & Service Manager
San Gabriel, CA, USA
Full-time
Onsite
Mid, Senior Level
$85K/yr - $100K/yr
5+ years expCathay Bank is a well-established financial institution that values the growth and development of its employees. The Sales & Service Manager is responsible for supporting sales and service initiatives, promoting client retention, and ensuring compliance with bank policies while leading retail team members to achieve sales goals.
BankingFinanceFinancial Services
Responsibilities
Facilitate, train, and deliver disciplined sales and service practices and processes which include product knowledge, sales and service techniques, relationship profiling, tools, and resources
Conduct routine branch visits in person (Southern California Regions) to observe, coach, and reinforce sales and service practices. For other regions outside of Southern California, conduct virtual team meetings
Support our branch team members with effective best practices, activities, resources to deepen client relationships through cross sell. Prepare and report monthly cross-sell results
Promote, train, and reinforce best-in-class client experience through GUEST standards. Manage and administer the retail client experience survey program and make recommendations to retail leadership. Prepare and report monthly client experience results. Responsible for achieving bank wide client experience targets
Participate in collaboration with District Administrators/Regional Managers during monthly and quarterly job family meetings to reinforce/train effective sales activities, business engagement High Impact Sales model, GUEST service standards and provide sales and service program updates
Educate and promote to all retail branch team members our Retail Bank Sales Incentive Compensation plan. Facilitate sales incentive committee meetings and contribute to plan updates. Provide quarterly reporting and conduct incentive payment reviews. Responsible for supporting and improving the percentage of relationship bankers earning sales incentives on a regular basis
As support, work closely with District Administrators/Regional Managers and Branch Managers to improve sales effectiveness for Relationship Bankers and Customer Service & Sales Managers/Assistant Customer Service & Sales Managers through Relationship Banker rotations, training, client onboarding and call activities
Act as subject matter expert with Sales Management processes, procedures, and reporting
Interact in an effective and professional manner with all levels of bank personnel and partner with business specialists/departments (Business Banking, Wealth Management, Treasury Management, Product, Marketing) to ensure team members and clients have appropriate access to subject matter experts and for ongoing product training
Participate and make contributions to strategic business initiatives and projects as assigned by Branch Administration
Ensure compliance with all internal operating policies, procedures, regulatory, and audit standards
Qualification
Required
College degree with business classes preferred but not required
Minimum five years of retail banking experience or equivalent financial services sales experience with proven success in establishing new clients, revenue generation, and the ability to deliver results
Knowledge of all traditional bank products, deposits, business lending, SBA loans, consumer mortgage products and general knowledge of wealth management products
Possess strong sales/service skills and leadership to effectively impact and improve results
Self-motivated, assertive, performs well in a competitive sales environment
Ability to establish creditability, rapport, and effectively influence others
Excellent presentation, communication and facilitation skills
Ability to plan, organize, and prioritize tasks
Required to travel a minimum of 25% of the time
Must be knowledgeable of and adhere to bank regulations, policies, and compliance
Benefits
Medical insurance
Dental insurance
Vision insurance
Life insurance
Long-term disability insurance
Flexible spending accounts (FSAs)
Health saving account (HSA) with company contributions
Voluntary coverages
401(k)
Company
Cathay Bank
Cathay Bank is a financial services company originally founded to support Los Angeles’ growing Chinese American community. It is a sub-organization of Cathay General Bancorp.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Chang Liu
President & Chief Operating Officer
Bob Romero
SVP/CIO
Recent News
Morningstar.com
2025-11-10
The Real Deal
2025-10-26
Company data provided by crunchbase