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East West Bank · 2 weeks ago

Senior Client Services Specialist

South San Gabriel, CA

Full-time

Onsite

Senior Level

$20/hr - $35/hr

East West Bank is a premier financial institution serving as a bridge between the East and West. The Senior Client Services Specialist will provide service and portfolio support to Relationship Managers and Portfolio Managers, addressing client inquiries, resolving issues, and facilitating banking operations.

BankingFinanceFinancial Services

Comp. & Benefits

No H1B

Responsibilities

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

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. Be able to communicate with clients to address bank’s questions/inquiries on suspicious wires, ACH, OD, fraud checks, BSA RFI, etc

Open deposit accounts for new and existing clients including setting up online banking access at clients request. Able to work with the clients directly during the process to fulfill all bank’s requirements

Submit loan doc requests upon approval of loans and assist PMs to address Loan Doc team’s pending items, questions, required approvals for exceptions. Help PMs to communicate with borrowers in obtaining all required information

Handle loan funding / closing upon receipt of executed loan documents. Coordinate / communicate among escrow / title company, borrower, and PMs/RMs to ensure smooth and timely funding/close of loans. Taking ownership of client needs and requests, answer questions and fulfill assignments in a timely manner. Be able to prioritize among tasks

May perform other duties as assigned

Qualification

Banking operations knowledgeCustomer service skillsMicrosoft Office proficiencyCommunication skillsMulti-tasking skillsMandarin proficiencyOrganizational skills