Associate Banker

East West Bank•Ontario, CA

About The Position

East West Bank is seeking an Associate Banker to provide customers with a high-quality, high-touch, and high-tech relationship banking experience. The role supports customers’ day-to-day financial needs by recommending appropriate products, connecting customers with specialists in Wealth Management, Mortgage, and Commercial teams, and introducing the bank’s digital products and services. The bank provides ongoing training to develop business knowledge, digital skills, and customer relationships.

Requirements

  • High school diploma or GED required.
  • At least 1 year of recent customer service and cash handling experience.
  • Ability to learn products, services, and procedures quickly and accurately.
  • Strong customer service skills.
  • Strong attention to detail and time management skills.
  • Proficiency in Microsoft Word and Excel.
  • Flexibility to work weekends when needed.
  • Legal authorization to work in the United States; visa sponsorship is not offered.

Nice To Haves

  • Bachelor’s degree highly preferred.
  • At least 1 year of previous teller or new account experience in a banking institution preferred.

Responsibilities

  • Demonstrate strong customer service skills and assist with financial transactions, including cash withdrawals, deposits, transfers, loan and credit card payments, wire transfers, and foreign currency exchange.
  • Document large deposits over Currency Transaction Reports.
  • Identify fraudulent activity to help prevent potential loss to the bank.
  • Complete financial transactions accurately and efficiently in compliance with bank policies, procedures, and regulatory and banking requirements.
  • Maintain relationships with existing customers and cultivate new customer relationships.
  • Cross-sell and refer bank products, including depository products, wealth management, and mortgage products, that fit customers’ needs.
  • Use digital resources and technologies to optimize clients’ digital banking experience.
  • Educate clients on conducting banking transactions online, through the mobile app, and via self-service portals.
  • Learn and adapt quickly to new processes and technology platforms.
  • Perform other duties as assigned.
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