East West Bank · 11 hours ago
GTP Senior New Account Associate
El Monte, CA, US
Full-time
Onsite
Senior LevelEast West Bank is a top-performing commercial bank that serves as a financial bridge between the East and West. The GTP Senior New Account Associate is responsible for helping frontline teams exceed their goals by providing exceptional customer service to high-net-worth commercial customers and managing Deposit Account Control Agreements.
BankingFinanceFinancial Services
No H1B
Responsibilities
Assist frontline associates with account opening in complex commercial verticals such as Private Equity, Entertainment Finance, Corporate Banking, Commercial & Industrial, Structure Finance, Asset Based Financing, Sponsor Finance, Technology, Media Markets, and Capital Markets. Partner with Relationship Managers and other EWB professionals in other segments to acquire, expand and retain targeted client relationships
Work with GTP Management to produce and maintain presentations for external use, with prospects, clients, service providers; and for conferences
Work with GTP Management to produce and maintain presentations for internal use, for presentations to Senior Management, Peers Groups, and Regulators
May perform other duties as assigned
Review DACA and Control account agreements, and act as a liaison between East West Bank legal department, and Relationship Teams/Customers
Manage and maintain DACA and Controlled account list, agreements, and policy & procedures
Working with complex commercial clients in conjunction with RMs, GTP Consultants, and back office support staff to put in place optimal operating account structures
Working with clients, RMs, and BSA/DCI/KYC colleagues to obtain all appropriate documentation to clear business customer to open accounts at EWB
Provide point-of-contact support for Deposit related and Treasury Management matters for commercial clients. Act as an expert advisor for the clients. Resolve client requests and/or issues independently
Create compelling presentations to convey important statistics to GTP Management, EWB Senior Management, and federal and state regulators, etc
Other duties as assigned based on business need(s)
Qualification
Required
Legal authorization to work in the United States
Experience in customer service, particularly with high-net-worth commercial customers
Ability to communicate effectively with clients and internal partners via phone, email, and in-person
Experience in managing Deposit Account Control Agreements (DACA) and Control account processes
Strong leadership skills to support peers and ensure customer satisfaction
Ability to assist frontline associates with account opening in complex commercial verticals
Experience in producing and maintaining presentations for external and internal use
Ability to review DACA and Control account agreements and liaise with legal departments
Experience in managing and maintaining DACA and Controlled account lists, agreements, and policies
Ability to work with complex commercial clients and back office support staff
Experience in obtaining appropriate documentation for business customers to open accounts
Ability to provide point-of-contact support for Deposit related and Treasury Management matters
Experience in creating presentations to convey important statistics to management and regulators
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
Founded in 1998
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1999-02-08IPO
Leadership Team
Christopher J. Del Moral-Niles
EVP & Chief Financial Officer
Diana Liu
Executive Assistant and Project Manager
Recent News
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