Associate Banker: Digital Banking & Client Advisor

East West Bank; Alhambra (CA); On-site; USD 28,000 - 30,000; Full time

Job summary

East West Bank is seeking an Associate Banker to deliver high-quality, high-touch banking experiences across customer touchpoints. You will help customers with daily financial needs and connect them to specialists for wealth, mortgage, and commercial services.

As part of the role, you will use digital banking tools, educate clients on online transactions, and grow relationships with existing customers while identifying opportunities for new business.

Qualifications

• High school diploma or GED required; Bachelor’s degree highly preferred.
• 1 year of recent customer service and cash handling experience
• 1 year of teller/new account experience in a banking institution preferred
• Proficiency in Microsoft Word and Excel
• Flexibility to work on weekends when needed

Responsibilities

• Demonstrate strong customer service skills; assist customers with financial transactions such as cash withdrawals, deposits, transfers, loan/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
• Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
• Maintain strong relationships with existing customers and cultivate new customer relationships
• Cross sell and refer bank products such as (depository products, wealth management, mortgage) that fit customers’ needs
• Have strong knowledge in using digital resources and technologies to optimize clients’ digital banking experience
• Is confident in educating clients on conducting banking transactions online, via mobile app and self-service portals
• Demonstrate the ability to learn and adapt to new processes and technology platforms quickly
• May perform other duties as assigned

Skills

Customer service

Cash handling

Time management

Communication

Education

High school diploma/GED

Bachelor's degree preferred

Tools

Microsoft Word

Excel

Job description

East West Bank is seeking an Associate Banker to deliver high-quality, high-touch banking experiences across customer touchpoints. You will help customers with daily financial needs and connect them to specialists for wealth, mortgage, and commercial services.

As part of the role, you will use digital banking tools, educate clients on online transactions, and grow relationships with existing customers while identifying opportunities for new business.