Private Client Advisor

2 weeks ago

San Francisco, CA, United States Unavailable Full time
Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement.  Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further. Overview

We are currently seeking a Private Client Advisor. This position will focus on high touch customers, building and maintaining business relationships and working with high value business accounts.

As an East West Bank employee, you will be part of a growing and stable organization that provides career path development opportunities while serving a growing and profitable market.

Responsibilities
  • Assesses clients' financial situation by gathering information regarding investments, asset Assist clients with new products and services
  • Open new accounts
  • Internal and external inquiries and research requests
  • Process client transactions including deposits, transfers, and wire transfers
  • Daily client contact - overdraft report, check and wire verification, return deposited items, etc.
  • Verification of Deposit/Credit rating requests
  • Client supply orders (checks, deposit slips, endorsement stamps, etc.)
  • Cross sell additional Bank products and services
  • Coordinate and participate in Department meetings
  • Ensure compliance with Bank and Department standards (GLBA, BSA, Security protocol, etc.)
  • Support Bank Associates with setup of all additional product and services as required
  • Account Maintenance (client contact and follow-up)
  • Prepare and process account change requests
  • Client site travel as required (new accounts, transactions, maintenance)
  • Adhere to established Department standards and guidelines
  • Client and Bank event assistance as needed
  • May perform other duties as assigned
Qualifications
  • Bachelor or graduate degree in accounting, finance, business, or management
  • 7+ years’ experience in branch banking including corporate/business accounts
  • Ability to handle escalations, cash management services, wire transfers and deposits
  • Ability to recommend and open business new accounts
  • High level aclient service skills
  • Experience solving customer problems and working with high touch customers
  • Professional communication skills
  • Experience working with a Windows-based computer environment, working knowledge of Microsoft Office
  • Professional working proficiency in Mandarin and or Cantonese is a plus

Applicants must have legal authorization to work in the United States.  We do not offer visa sponsorship at this time.  

Compensation The base pay range for this position is USD $129,000.00/Yr. - USD $220,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

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