East West Bank · 21 hours ago
Client Services Manager
New York, NY
Full-time
Onsite
Mid, Senior Level
$70K/yr - $100K/yr
5+ years expEast West Bank is a premier financial institution that bridges the East and West since 1973. The Client Services Manager will support Relationship Managers and Portfolio Managers by assisting in account setups, maintaining client relationships, and ensuring superior client service for deposit and loan services.
BankingFinanceFinancial Services
No H1B
Responsibilities
Assist Relationship Managers with the new account opening process through timely and accurate delivery of information required. The process includes coordinating with GTS Client Service to collect required documents from clients directly, be the point of contact for clients to address questions, concerns and provide services as needed. Working with client and BSA/DCI/KYC colleagues to obtain all appropriate documentation and BSA/Compliance approval as needed to open commercial accounts at EWB
Coordinate with GTP Client Service to provide commercial accounts maintenance on a daily basis. Daily operational tasks include but not limited to: fund transfers, auto-payment account set-up, stop payments, request cashier checks, recognize and resolve account overdrafts, non-post items, address stop payment requests, handle return items/NSF, manual out-going wires, exception wires, new account onboarding, fee waive/fee exception/fee refund, treasury product troubleshooting, etc
Have thorough knowledge of all Bank products and services and deal with the clients independently to identify clients needs and execute deposit services recommendation
Direct point of contact for the client for servicing matters for non-borrowing accounts and loan clients for matters relating to other banking services
Provide superior client service as related to deposit and business loan services, taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution
Perform other administrative duties required for the maintenance of a portfolio of clients
May perform other duties as assigned
Qualification
Required
Minimum 5 years experience in banking, retail banking or commercial finance company
Ability to work within set timelines while maintaining quality and attention to detail
Flexible and adaptable to a dynamic work environment
Demonstrates effective problem solving and analytical skills with ability to handle and prioritize multiple tasks
Excellent verbal and written communication skills
Strong client service skills and strong sense of urgency
Strong time management skill
Proficient in the use of Microsoft Office (Word, Excel, and PowerPoint)
Preferred
Familiar with new account opening process and commercial account structures is a plus
Knowledge of BSA/AML/OFAC Laws/Regulations is a plus
Company
East West Bank
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
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1999-02-08IPO
Leadership Team
Christopher J. Del Moral-Niles
EVP & Chief Financial Officer
Recent News
MarketScreener
2025-12-10
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