Commercial Account Specialist
3 days ago
EAST WEST BANK has been serving as a pathway to success since 1973, offering financial solutions across the U.S. and Asia. We provide specialized banking and treasury management services tailored for professional fiduciaries.
Role DescriptionThis Senior Customer Service Specialist will support the SOS Department, focusing on customer relationships, account maintenance, and due diligence processes. Strong multitasking skills and effective time management are essential for this position.
Key Responsibilities- Collaborate with business partners and support teams to resolve service-related issues.
- Prepare documents, conduct research, pull reports, and maintain regular communication with clients and prospects.
- Manage daily maintenance of commercial accounts, including fund transfers, stop payments, and handling of return items and NSF cases.
- A minimum of three years of customer service experience or an Associate's degree in a related field with two years of customer service experience.
- Familiarity with the new account opening process and commercial account structures.
- Strong organizational skills and ability to manage high-volume inquiries promptly.
The estimated salary range for this position is $70,000 - $90,000 per year, based on job-related knowledge, skills, experience, and location.
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Commercial Account Relationship Manager
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