Client Services Specialist
East West Bank - Quincy, MA
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Since 1973, East West Bank has served as a pathway to success. With over 120 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 an exclusive focus on the U.S. and Asia markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further.We are currently seeking a Client Services Specialist. The Client Services Specialist will under supervision, provide service and portfolio support to Business Relationship Managers, Specialty Deposit Team Manager and other stakeholders. The Client Services Specialist will build relationship with clients to enhance client experience, manage and support client on their accounts, portfolios and other product services. This position requires multi-tasking skills and the ability to manage time effectively.Assist Business Relationship Managers with the new account opening process through timely and accurate delivery of information required. The process includes coordinating with all business units to collect required documents from clients, be the point of contact for clients to address questions, concerns and provide services as neededSupport Business Relationship Managers on sales related tasks, including identifying cross-sale opportunities, assistance with documents preparation, research, pulling reports, following up with and consistently contacting clients and prospects with emails and other correspondenceCoordinate Business Relationship Managers and other stakeholders with all business partners to provide accounts maintenance on a daily basis and troubleshooting, etc.Provide superior client service as related to deposit and business loan services, including accurate and efficient preparation and processing of deposit and business loan transactions and maintenanceDeepen the relationship with clients through account servicing to potentially expand the deposit portfolio Take ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution, focusing on accuracy, promptness, and client satisfactionGenerate and/or complete tracking reports and analyze deposit trends to track depositPerform other duties as required and assigned Bachelor’s degree or related field required2+ years of customer services experience in Retail Banking or related experiences preferredFamiliar with new account opening process and bank account structuresExcellent communication, interpersonal, and problem-solving skillsStrong phone contact handling skills and active listening Customer orientation and ability to adapt/respond to different type of characters Ability to manage high-volume inquiries in a timely mannerAbility to multitask, prioritize and manage time effectivelyDemonstrated proficiency in basic computer applications, such as Microsoft Office software productsBilingual in English and Chinese (mandarin or Cantonese) preferred#LI-AC1The base pay range for this position is USD $20.00/Hr. - USD $26.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
Created: 2024-09-07