Client Service Associate/Specialist

Cathay Bank; El Monte (CA); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Job summary

Cathay Bank is seeking a Client Service Associate in California to partner with AVP/VP and Relationship Managers to build and manage commercial client relationships. You will support daily banking operations and ensure accuracy in documentation and approvals.

The role emphasizes client service, cross-functional collaboration, and adherence to regulatory and internal controls. Strong communication and bilingual skills are valued.

Qualifications

• High School diploma or equivalent required.
• Minimum of 2+ years in customer service, administrative, or banking experience preferred.
• Experience with Windows-based applications (Excel, Word, PowerPoint, Adobe, etc.).
• Basic knowledge of banking products is helpful but not required.

Responsibilities

• Onboard new clients with AVP/VP, Client Service Managers and Relationship Managers.
• Prepare, collect, and review documentation for accuracy; open new accounts and process transactions.
• Assist with client onboarding and implementation of products and services.
• Cross-sell and coordinate deposits, treasury management, wealth, and international services when appropriate.
• Educate clients on banking products and digital tools and maintain confidentiality.

Skills

Customer service

Communication

Bilingual English/Mandarin

Microsoft Office

Education

High School diploma or equivalent

Tools

FIS Platform

Job description

People Drive Our Success

GENERAL SUMMARY

The Client Service Associate is responsible for partnering with AVP/VP, Client Service Manager and Relationship Managers to establish and manage relationships with commercial clients, providing exceptional internal and external client service, and is critical to enhancing the overall client experience at Cathay Bank for our commercial banking and assigned clients. This role reports to the AVP/VP, Commercial Client Service Manager and supports the AVP/VP, Client Service Managers, Relationship Managers, and Portfolio Managers for an assigned portfolio.

ESSENTIAL FUNCTIONS

• Partner closely with AVP/VP, Client Service Managers and Relationship Managers to onboard new clients, execute transactions per the correct approval and/or authorization acquired, focus on operational excellence and due diligence, and retain and grow relationships.
• Serves as the backup for the AVP/VP, Client Service Managers as it relates to relationship management activities, day to day transactions and service-related matters, as well as operational controls for an assigned portfolio of clients.
• Prepare, collect and review documentation for accuracy and completeness, open new accounts, research issues, process transactions and inquiries.
• Along with AVP/VP, Client Service Manager and other bank Team Members, assist with new client onboarding and implementation of products and services.
• Together with AVP/VP, Client Service Manager, or internal business partner, recommend, cross-sell, and coordinate the implementation of all deposit, treasury management, wealth, and international products and services that best compliments the client and their business.
• Proactively and professionally manage client concerns, assist team members, provide prompt follow-up and appropriately elevate complex or sensitive matters to AVP/VP, Client Service Manager if needed.
• Educate clients on banking products, services, and digital tools
• Together with the AVP/VP, Client Service Manager engages with assigned clients to measure service levels, learn more about the client and their business, schedule appointments and discuss new opportunities.
• Along with the AVP/VP, Client Service Manager develop cross-divisional relationships and collaborate with internal partners to fully understand client needs and provide the best client centric solutions.
• Ensure compliance with bank policies, procedures, and regulatory requirements
• Maintain the integrity of client data within all bank files and systems.
• Perform general administrative and operational duties as assigned

QUALIFICATIONS

• Education: High School diploma or equivalent required
• Experience:
  
  • Minimum of 2+ year customer service, administrative, or banking experience preferred
  • Experience with windows-based applications; (Excel, Word, Power Point, Adobe, etc).
  • Experience with FIS Platform is preferable but not required.
  • Basic knowledge of banking products and services is helpful but not required.
  • Work effectively and concurrently manages competing priorities.
• Skills/Ability:
  
  • Works with an appropriate sense of urgency and immediacy.
  • Strong professional verbal, written, and presentation skills.
  • Excellent organizational skills and attention to detail
  • Strong project management, organizational and analytical skills.
  • Strong interpersonal and customer service skills.
  • Strong personal attributes to complete goals and resolve issues in a competitive and changing environment.
  • Ability to work independently and collaboratively with team members.
  • Willingness to learn banking systems, policies and procedures
  • Bilingual English/Mandarin and/or Cantonese preferred
  • Commitment to providing excellent customer service and maintaining confidentiality

OTHER DETAILS

$24.38 – $26.59 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.

Cathay Bank offers itsfull-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).

• coverage for medical insurance
• dental insurance
• vision insurance
• life insurance
• long-term disability insurance
• flexible spending accounts (FSAs)
• health saving account (HSA) with company contributions
• voluntary coverages
• 401(k)
• This position may be eligible for a discretionary bonus

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Cathay Bank endeavors to make www.CathayBank.com accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at [phone] or [e-mail]. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.