East West Bank · 1 day ago
Senior Client Services Associate
Houston, TX
Full-time
Onsite
Mid, Senior Level
$20/hr - $34/hr
3+ years expEast West Bank has been a leading financial institution since 1973, bridging opportunities between the East and West. The Senior Client Services Associate provides essential service and portfolio support to Relationship Managers and Portfolio Managers, ensuring effective communication and resolution of customer inquiries.
BankingFinanceFinancial Services
No H1B
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
Required
3+ years of knowledge of banking operations or related fields
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
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
Diana Liu
Executive Assistant and Project Manager
Recent News
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