Client Services Associate jobs in United States
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East West Bank · 1 month ago

Client Services Associate

East West Bank is a top-performing commercial bank that serves as a financial bridge between the East and West. They are seeking a Client Services Associate to provide service and portfolio support to Relationship Managers and Portfolio Managers, primarily by managing the Texas Client Relationship Mailbox and addressing inquiries from both external and internal customers.

BankingFinanceFinancial Services
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Comp. & Benefits
badNo H1Bnote

Responsibilities

Fulfill requests sent into Texas Client Relationship Mailbox by external customers. Have the ability to answer questions and resolve problems. Tasks may include pulling statements, confirm NSF transactions, provide balances, fulfill transfers, process wires, process loan payments, help to communicate with GTS to set up online banking portals, change address, explain account activities, research for suspicious activities, process fraud cases, process credit card applications, etc
Fulfill requests sent into Texas Client Relationship Mailbox by internal customers. Have the ability to answer questions and resolve problems for Relationship Managers and Portfolio Managers. Tasks may include making transfers, provide forms needed for specific transactions, how to fulfill internal forms for specific transactions, provide loan statements, research loan amount and payment days, provide balance of accounts, refund and waive fees, receive commercial account opening request and collect KYC documents, etc
Work with internal departments to find answers and resolve problems. Be familiar with the procedures, requirements and personnels of these departments. The internal departments include wire department, loan department, Risk Management, BSA, GL servicing, CSBC customer service, CSBC new accounts, Branch support, physical branches, etc
Taking ownership of client needs and requests, answer questions and fulfill assignments in a timely manner. Be able to prioritize among tasks

Qualification

Customer ServiceBanking OperationsMicrosoft OfficeCommunication SkillsMulti-tasking SkillsOrganization SkillsProblem Solving

Required

Possess basic knowledge of banking operations
Good communication skills, both written and verbal, in relating to internal and external clients and contacts
Strong Customer Service contact handling skills
Ability to manage high-volume inquiries in a timely manner
Good organization skills
Ability to complete all core trainings
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Applicants must have legal authorization to work in the United States

Company

East West Bank

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East West Bancorp is a publicly owned company with $22 billion in assets. The Company’s wholly owned subsidiary, East West Bank, is one of

Funding

Current Stage
Public Company
Total Funding
unknown
1999-02-08IPO

Leadership Team

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Christopher J. Del Moral-Niles
EVP & Chief Financial Officer
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Diana Liu
Executive Assistant and Project Manager
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Company data provided by crunchbase