Client Services Officer

5 days ago


Rowland Heights, California, United States CTBC Bank Full time
Job Summary

We are seeking a highly skilled Client Services Officer to join our team at CTBC Bank. As a key member of our commercial banking team, you will be responsible for managing and overseeing the daily operations and deposit portfolio for our clients.

Key Responsibilities
  • Manage and maintain relationships with existing clients, identifying opportunities to increase business and enhance customer satisfaction.
  • Develop and implement strategies to acquire new clients and expand our deposit portfolio.
  • Collaborate with cross-functional teams to design and implement integrated banking solutions that meet the needs of our clients.
  • Provide exceptional customer service, responding to inquiries and resolving issues in a timely and professional manner.
  • Stay up-to-date on market trends and competitor activity, using this knowledge to develop and implement effective sales strategies.
  • Work closely with our Treasury Management Sales, Onboarding, and Customer Support Services teams to ensure seamless delivery of our products and services.
Requirements
  • 5+ years of experience in a relationship management role, preferably in commercial banking or a related field.
  • Strong sales, customer service, and communication skills, with the ability to build and maintain strong relationships with clients and colleagues.
  • Intermediate knowledge of general bank operations, including deposit onboarding/operations, treasury management, and commercial banking products and services.
  • Ability to learn and adapt quickly to new information and systems, with a proven track record of maintaining and enhancing existing relationships.
  • Effective task management skills, with the ability to prioritize and execute tasks to ensure timely completion.
What We Offer

As a Client Services Officer at CTBC Bank, you will have the opportunity to work with a talented team of professionals, develop your skills and expertise, and contribute to the success of our organization. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.



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