Client Service Officer
About The Position
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. We are seeking for a Client Services officer to join our APIC team. This position is responsible for providing accurate and efficient service to our clients via email, secure message, or virtual communication. This position will require to maintain expected standard of client service, product sales, referrals, and accuracy of account maintenance processed in compliance with Bank guidelines.
Requirements
- 5+ years of experience in virtual branch or retail banking environment
- Experience in providing client support
- Advanced troubleshooting and multi-tasking skills
- Strong interpersonal, presentation, and influencing skills
- Knowledgeable of bank functions and understanding of bank products and services, including the rules, regulations, policies, and procedures
- Proficiency in Microsoft Office (Excel, PowerPoint, Word)
- Applicants must have legal authorization to work in the United States.
Nice To Haves
- Bachelor’s degree in Business, Finance, or equivalent education and related experience
Responsibilities
- React proactively to clients’ requests and ensure service level is in line with bank standards
- Handle client’s issues and escalate when appropriate according to manager’s guidance
- Assist team in achieving sales targets through referrals or cross-selling while providing services
- Provide non-cash transaction, support team administrative and operational duties and adhere to control procedures and internal guidelines
- Take ownership of clients’ issues and follow problems through to resolution
- Build and maintain relationship with clients through our digital platform
- Perform other duties as required and assigned
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
501-1,000 employees
