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Cathay Bank · 6 hours ago

AVP/VP, Client Service Manager

El Monte, CA

Full-time

Onsite

Mid Level

$80K/yr - $115K/yr

3+ years exp

Cathay Bank is a financial institution that values its team members and fosters a caring culture. The AVP/VP, Client Service Manager is responsible for establishing and managing relationships with commercial clients, ensuring exceptional service, and enhancing the overall client experience.

BankingFinanceFinancial Services

Responsibilities

Execute transactions and approvals, focusing on operational excellence and due diligence

Retain and grow relationships by serving as the primary contact for clients as it relates to relationship management activities, day-to-day transactions and service-related matters

In partnership with Relationship Managers and other Team Members, execute new client onboarding and implementation of products and services

Recommend, cross-sell, and coordinate the implementation of all deposit, treasury management, wealth, and international products and services that best compliment the client and their business

Proactively and professionally manage complex client servicing needs and provide prompt follow-up

Quickly and efficiently resolve client concerns, assist team members, and appropriately escalate complex or sensitive matters

Accountable for the satisfaction, retention, and growth of a portfolio through client ownership

Consistently engage with assigned clients to measure service levels, learn more about the client and their business, schedule appointments and discuss new opportunities

Internally, develop cross divisional relationships and collaborate with partners to fully understand client needs and provide the best client centric solutions

Exhibit confidence in identifying, evaluating, and managing decisions/situations to limit Risk to the Bank while proactively managing client expectations

Approves check, wires, and client requests within assigned authority limits

Maintain the integrity of client data within all bank files and systems

Onboard, cross train and effectively coach New Team members and direct reports

Participate or lead divisional and area projects and initiatives as appropriate

Qualification

Client relationship managementBanking operations knowledgeTreasury managementFIS Platform experienceWindows-based applicationsAnalytical skillsCustomer service skillsVerbalProject management skillsInterpersonal skillsWritten communication

Required

College degree in business-related discipline preferred but not required

3- 5 or more years of experience at a mid-size or large lending institution in a similar or parallel role

Experience with windows-based applications; (Excel, Word, Power Point, Adobe, etc.), CRM, and Lending Systems

Strong knowledge of products and services typically offered to commercial clients

Strong knowledge of Banking Operations, Treasury Management, Wealth Management, Credit Products and Underwriting Guidelines

Work independently, effectively, and concurrently manage competing priorities

Ability to manage, prioritize, plan, and develop strategic plans for the department

Works with an appropriate sense of urgency and immediacy

Strong professional verbal, written, and presentation skills

Strong knowledge and understanding of applicable business organizations

Full knowledge of standard business software; demonstrated project management, organizational and analytical skills

Strong interpersonal and customer service skills

Strong personal attributes to complete goals and resolve issues in a competitive and changing environment

Ability to work collaboratively with team members

Must be familiar with and in compliance with all applicable bank regulations, and adhere to bank policies, procedures, and processes

Preferred

Experience with FIS Platform preferable but not required

Benefits

Medical insurance

Dental insurance

Vision insurance

Life insurance

Long-term disability insurance

Flexible spending accounts (FSAs)

Health saving account (HSA) with company contributions

Voluntary coverages

401(k)

Company

Cathay Bank

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Cathay Bank is a financial services company originally founded to support Los Angeles’ growing Chinese American community. It is a sub-organization of Cathay General Bancorp.

Founded in 1962

El Monte, California, USA

1001-5000 employees