Client Services Specialist

East West Bank; New York (NY); On-site; USD 28,000 - 36,000; Full time

Job summary

East West Bank in New York is seeking a Client Service Specialist within our C&I/Structured Finance banking group. You will support Relationship Managers and Portfolio Managers, manage deposit-related tasks, and act as a liaison between clients and treasury teams.

Ideal candidates have at least 1 year in banking or financial services, strong customer service, and proficiency with Microsoft Office; familiarity with KYC onboarding is a plus, and the role demands multi-tasking, accuracy, and timely

Qualifications

• 1+ year experience in banking or financial services company servicing in a customer service role
• Strong Customer Service contact handling skills
• Familiar with KYC onboarding new account opening process and commercial account structures is a plus
• Ability to work within set timelines while maintaining quality and attention to detail
• Demonstrates effective problem solving and analytical skills with ability to handle and prioritize multiple tasks
• Flexible and adaptable to a dynamic work environment
• Proficient in the use of Microsoft Office (Word, Excel, and PowerPoint)

Responsibilities

• Assist in the new account opening process of deposit services. Work with client directly to obtain all appropriate documentation to fulfill all bank requirement.
• Work with client and BSA/Compliance approval as needed to clear prospect to open commercial accounts at EWB including performing due diligence check and collecting and reviewing all required documents.
• Act as a point of contact for clients to address questions, concerns and provide services as needed for deposit related matters and loan clients for matters relating to other banking services, as well as acting as a liaison between Clients and Global Treasury and Payment team.
• Coordinate with internal departments to provide commercial accounts maintenance on a daily basis. Daily operational tasks include but not limited to: fund transfers, auto-payment account set-up, stop payments, request cashier checks, recognize and resolve account overdrafts, non-post items, address stop payment requests, handle return items/NSF, manual out-going wires, exception wires, new account onboarding, fee waive/fee exception/fee refund, treasury product troubleshooting, etc.
• Taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
• Perform other administrative duties required for the maintenance of a portfolio of clients.
• Perform other duties and special projects as needed.

Skills

Customer service

Prioritization

Problem solving

Communication

Multitasking

Tools

Microsoft Office

Job description

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

We are currently seeking a Client Service Specialist in our C&I/Structured Finance banking group. The Client Service Specialist will work with and provide service and portfolio support to Relationship Managers and Portfolio Managers. This position requires multi-tasking skills, ability to prioritize assignments, master internal applications, and communicate with customers effectively.

Responsibilities

• Assist in the new account opening process of deposit services. Work with client directly to obtain all appropriate documentation to fulfill all bank requirement.
• Work with client and BSA/Compliance approval as needed to clear prospect to open commercial accounts at EWB including performing due diligence check and collecting and reviewing all required documents.
• Act as a point of contact for clients to address questions, concerns and provide services as needed for deposit related matters and loan clients for matters relating to other banking services, as well as acting as a liaison between Clients and Global Treasury and Payment team.
• Coordinate with internal departments to provide commercial accounts maintenance on a daily basis. Daily operational tasks include but not limited to: fund transfers, auto-payment account set-up, stop payments, request cashier checks, recognize and resolve account overdrafts, non-post items, address stop payment requests, handle return items/NSF, manual out-going wires, exception wires, new account onboarding, fee waive/fee exception/fee refund, treasury product troubleshooting, etc.
• Taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
• Perform other administrative duties required for the maintenance of a portfolio of clients.
• Perform other duties and special projects as needed.

Qualifications

• 1+ year experience in banking or financial services company servicing in a customer service role
• Strong Customer Service contact handling skills.
• Familiar with KYC onboarding new account opening process and commercial account structures is a plus
• Ability to work within set timelines while maintaining quality and attention to detail
• Demonstrates effective problem solving and analytical skills with ability to handle and prioritize multiple tasks
• Flexible and adaptable to a dynamic work environment
• Proficient in the use of Microsoft Office (Word, Excel, and PowerPoint)

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 $26.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.