Associate Banker

East West Bank•San Gabriel, CA

About The Position

East West Bank’s Associate Banker helps deliver a high-quality, high-touch, and high-tech relationship banking experience. The role supports customers’ day-to-day financial needs, recommends products suited to their needs, connects customers with specialists in Wealth Management, Mortgage, and Commercial teams, and introduces bank technology products. East West Bank provides ongoing training to build business knowledge and digital skills and to support long-lasting customer relationships. The Associate Banker handles customer transactions accurately and efficiently, follows bank policies and regulatory requirements, helps prevent fraud, and develops customer relationships through service and relevant product referrals. The position also helps customers use digital banking resources and adapts to new processes and technology platforms.

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

  • Assist customers 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 prevent potential loss to the bank.
  • Complete financial transactions accurately and efficiently while complying with policies, procedures, and regulatory and banking requirements.
  • Maintain relationships with existing customers and cultivate new customer relationships.
  • Cross-sell and refer suitable bank products, including depository products, wealth management, and mortgage services.
  • Use digital resources and technologies to optimize customers’ digital banking experience.
  • Educate customers 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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