Client Services Manager

Client Services Manager

The Client Services Manager will drive the expansion for the SoCal Commercial Banking portfolio, with a strategic focus on accelerating deposit growth. The successful candidate must exhibit a strong ownership mentality in managing portfolio health and a highly detail-oriented approach to banking operations. Flawless bilingual fluency in English and Mandarin are required.
Responsibilities:
Assist RMs with the new account openings
Assist RMs with existing account service inquiries and issues
Provide superior client service as related to deposit and business account services, taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
Assist in servicing personal and business deposit accounts, including completion of necessary forms and documentation, verifying accuracy of account openings on Bank's deposit system.
Work with closing team (outside counsel, if applicable) to clear pending items until closing transactions
Perform other duties as assigned.
Qualifications:
Experience: Minimum 5+ years of account services experience.
Language Skills: bilingual fluency in English and Mandarin (written and verbal) is mandatory.
Strong knowledge of EWB new account opening process, compliance requirements, and commercial account structures
Ability to manage high-volume, time zone difference between US and Asia in a timely manner
Strong customer service contact handling skills.
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Bachelor's degree required.
Compensation:
The base pay range for this position is USD $71,000.00/Yr. - USD $85,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.