Among securities, commodities, and financial services sales agents, AI is already used for a large share of the tasks. Measured exposure for securities, commodities, and financial services sales agents: 44% (high).

Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.

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About the job

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

East West Bank is currently seeking Senior Client Services Associate who will be responsible for supporting the Private Bankers and Private Client Advisors within the Private Banking Department to achieve sales, service, and operational excellence. The Senior Client Services Associate will also be responsible for Reinforcing East West Bank's Vision, Mission, and Values through words and actions.

Responsibilities

Work closely with Private Bankers or Private Client Advisors to provide banking services to customers and to build relationships, uncover, and satisfy their financial needs.

Process new accounts for consumer and commercial clients.

Customer facing support to provide financial products and services for private banking customers in a wide range of banking products and services including wire transfer, account maintenance services; foreign currency exchange.

Achieving operational excellence at all times by ensuring that ALL staff members comply with Bank Policies and Procedures, the Bank Secrecy Act, the Gramm-Leach-Bliley Act (Privacy), Fair Lending regulations, and other state and federal regulations.

Enhancing customer satisfaction by consistently engaging and connecting with customers to exceed service expectations in timely manner and by effectively resolving problems.

Provides access and information to customers about the many products and services East West Bank offers

May performs other duties as assigned.

Qualifications

Minimum of at least 3-5 years of previous customer service experience for high net worth clients

Bachelor's Degree or equivalent preferred

Bilingual in Mandarin and/or Cantonese strongly preferred

Must be able to work under minimal supervision and work well under pressure

Must organize and coordinate multiple assignments and follow through to completion while ensuring a consistent customer experience

Excellent communication skills (verbal, non-verbal, as well as written)

Excellent customer service skills, ability to communicate clearly with customers

Must have strong time management skills and be able to work a flexible schedule, including overtime and weekends.

Ability to build effective relationships with customers, staff and members of the community.

Strong problem solving and decision-making skills

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

Compensation The base pay range for this position is USD $20.00/Hr. - USD $30.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.