Senior Premier Client Service Associate

5 days ago

Pasadena California, United States East West Bank Full time
About the Role

We are seeking a highly skilled and experienced Senior Premier Client Service Associate to join our team at East West Bank. As a key member of our client service team, you will be responsible for providing exceptional service and support to our clients, ensuring their needs are met and exceeded.

Key Responsibilities
  • Assist Relationship Managers with the new account opening process, ensuring timely and accurate delivery of information required.
  • Provide sales support, including assistance with document preparation, research, and follow-up with clients and prospects.
  • Coordinate with Centralized Relationship Services (CRS) to provide commercial accounts maintenance on a daily basis.
  • 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.
  • Assist Relationship Managers and Portfolio Managers with the initial state of the loan origination process.
  • Assist Relationship Managers and Portfolio Managers in 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.
  • Basic knowledge of general banking regulations, such as BSA, CIP, OFAC, etc.
  • Familiarity 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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