East West Bank
Senior Client Services Specialist
East West Bank, South San Gabriel, California, United States
Senior Client Services Specialist
East West Bank
Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multicultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities. Our sustained growth and expertise in industries such as real estate, entertainment and media, private equity and venture capital, and high‑tech help build sustainable businesses and expand our associates’ potential for career advancement.
Headquartered in California, East West Bank (Nasdaq: EWBC) is a top‑performing commercial bank with a strong foundation, an enterprising spirit, and a commitment to absolute integrity.
Overview Under supervision, provide service and portfolio support to Relationship Managers and Portfolio Managers. This position requires multi‑tasking skills, the ability to prioritize assignments, mastery of internal applications, and effective communication with customers.
Responsibilities
Answer questions and resolve problems, such as pulling statements, confirming NSF transactions, providing balances, fulfilling transfers, processing wires, loan payments, setting up online banking portals, changing addresses, explaining account activities, researching suspicious activities, processing fraud cases, processing credit card applications, and more.
Assist Relationship Managers and Portfolio Managers by handling internal forms, loan statements, loan amount research, refunds, waivers, collecting KYC documents, and dealing with commercial account opening requests.
Collaborate with internal departments (wire, loan, Risk Management, BSA, GL servicing, CSBC customer service, CSBC new accounts, branch support, physical branches) to find answers and resolve problems, including queries on suspicious wires, ACH, overdraft, fraud checks, BSA RFI, etc.
Open deposit accounts for new and existing clients, setting up online banking access as requested.
Submit loan document requests upon loan approval, assist PMs with pending items and required approvals, and communicate with borrowers to obtain necessary information.
Handle loan funding/closing upon receipt of executed documents, coordinating among escrow, title company, borrower, and PMs/RMs to ensure timely funding and close of loans.
Perform other duties as assigned.
Qualifications
Basic knowledge of banking operations.
Good written and verbal communication skills when dealing with internal and external clients.
Strong customer service handling skills.
Ability to manage high‑volume inquiries in a timely manner.
Good organization skills.
Ability to complete all core training.
Proficiency with basic computer applications, such as Microsoft Office.
Professional working proficiency in Mandarin is a plus.
Compensation The base pay range for this position is USD $28.00 per hour to USD $35.00 per hour, based on job‑related knowledge, skills, experience, and location.
Employment Information Seniority level: Entry level. Employment type: Full‑time. Job function: Other. Industry: Banking.
Benefits Applications will be considered only if you have legal authorization to work in the United States. Visa sponsorship is not offered at this time.
EEO Statement We are an equal opportunity employer and encourage all qualified candidates to apply.
#J-18808-Ljbffr
Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multicultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities. Our sustained growth and expertise in industries such as real estate, entertainment and media, private equity and venture capital, and high‑tech help build sustainable businesses and expand our associates’ potential for career advancement.
Headquartered in California, East West Bank (Nasdaq: EWBC) is a top‑performing commercial bank with a strong foundation, an enterprising spirit, and a commitment to absolute integrity.
Overview Under supervision, provide service and portfolio support to Relationship Managers and Portfolio Managers. This position requires multi‑tasking skills, the ability to prioritize assignments, mastery of internal applications, and effective communication with customers.
Responsibilities
Answer questions and resolve problems, such as pulling statements, confirming NSF transactions, providing balances, fulfilling transfers, processing wires, loan payments, setting up online banking portals, changing addresses, explaining account activities, researching suspicious activities, processing fraud cases, processing credit card applications, and more.
Assist Relationship Managers and Portfolio Managers by handling internal forms, loan statements, loan amount research, refunds, waivers, collecting KYC documents, and dealing with commercial account opening requests.
Collaborate with internal departments (wire, loan, Risk Management, BSA, GL servicing, CSBC customer service, CSBC new accounts, branch support, physical branches) to find answers and resolve problems, including queries on suspicious wires, ACH, overdraft, fraud checks, BSA RFI, etc.
Open deposit accounts for new and existing clients, setting up online banking access as requested.
Submit loan document requests upon loan approval, assist PMs with pending items and required approvals, and communicate with borrowers to obtain necessary information.
Handle loan funding/closing upon receipt of executed documents, coordinating among escrow, title company, borrower, and PMs/RMs to ensure timely funding and close of loans.
Perform other duties as assigned.
Qualifications
Basic knowledge of banking operations.
Good written and verbal communication skills when dealing with internal and external clients.
Strong customer service handling skills.
Ability to manage high‑volume inquiries in a timely manner.
Good organization skills.
Ability to complete all core training.
Proficiency with basic computer applications, such as Microsoft Office.
Professional working proficiency in Mandarin is a plus.
Compensation The base pay range for this position is USD $28.00 per hour to USD $35.00 per hour, based on job‑related knowledge, skills, experience, and location.
Employment Information Seniority level: Entry level. Employment type: Full‑time. Job function: Other. Industry: Banking.
Benefits Applications will be considered only if you have legal authorization to work in the United States. Visa sponsorship is not offered at this time.
EEO Statement We are an equal opportunity employer and encourage all qualified candidates to apply.
#J-18808-Ljbffr