Client Services Manager

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, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like 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. East West Bank gives people the confidence to reach further.

Overview

The Client Services Manager will work with and provide support to the team’s Relationship Managers and Portfolio Managers.  Primary responsibilities include assisting in the set up and maintenance of depository services and provide service and portfolio support to Relationship Managers and Portfolio Managers managing and supporting client portfolios. Build relationship with customers to enhance customer experience. This position requires multi-tasking skills and the ability to manage time effectively

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

Qualifications

• Minimum 5 years experience in banking, retail banking or commercial finance company
• Familiar with new account opening process and commercial account structures is a plus
• 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
• Knowledge of BSA/AML/OFAC Laws/Regulations is a plus
• Proficient in the use of Microsoft Office (Word, Excel, and PowerPoint)

Applicants must have legal authorization to work in the United States.  We do not offer visa sponsorship at this time.  

Compensation

Salary : $70,000 - $100,000