Senior Premier Client Service Associate

4 weeks ago


Pasadena, California, United States East West Bank Full time
Job Title: Senior Premier Client Service Associate

At East West Bank, we are seeking a highly skilled Senior Premier Client Service Associate to join our team. This role will provide exceptional service and portfolio support to Relationship Managers and Portfolio Managers, ensuring timely and accurate delivery of information required for new account openings and commercial account maintenance.

Key Responsibilities:

  • Assist Relationship Managers with the new account opening process, including coordinating with Centralized Relationship Services to collect required documents from clients.
  • Provide sales support, including assistance with document preparation, research, and pulling reports.
  • Coordinate with CRS to provide commercial accounts maintenance on a daily basis, including fund transfers, auto-payment account set-up, and stop payments.
  • Provide superior client service related to deposit and business loan services, taking ownership of client needs, problems, and requests.
  • Assist in servicing of business deposit accounts, including completion of necessary forms and documentation.
  • Assist in deposit acquisition through understanding of business deposit products and partnering with Relationship Managers to execute business deposit services recommendations.
  • Assist Relationship Managers and Portfolio Managers with the initial state of the loan origination process and problem loan management and collection activities.

Requirements:

  • High school diploma or equivalent education and related training with three years of customer service experience.
  • Minimum 5 years of banking experience in account opening, particularly for business entities and customer service.
  • Candidate should have basic knowledge on general banking regulations such as BSA, CIP, OFAC, etc.
  • Familiar with new account opening process and commercial account structures.
  • Possess basic knowledge of loan operations.
  • Strong communication skills, both written and verbal, relating to internal and external clients and contacts.
  • Strong customer service contact handling skills.
  • Ability to manage high-volume inquiries in a timely manner.
  • Strong organization skills.
  • Ability to complete all core trainings.
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
  • Possess math aptitude with ability to grasp general accounting and financial concepts.
  • Must be fluent in English both speaking and written.


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