Customer Service Specialist

Talentify; Pasadena (CA); On-site; USD 57,308,000 - 77,366,000; Full time

Job summary

East West Bank in Pasadena, CA is seeking a Customer Service Specialist to support the Specialty Deposit Services (SOS) Department and foster strong client relationships. You will handle new account openings, due diligence, and ongoing deposit maintenance, collaborating with partners to resolve service issues.

The role requires multitasking, strong communication, and a focus on accuracy and compliance in a fast-paced banking environment.

Qualifications

• High school diploma or equivalent education with three years of Customer service experience.
• Familiarity with the new account opening process and commercial account structures.
• Strong communication skills, both written and verbal, for interactions with internal and external clients and contacts.

Responsibilities

• Assist in opening new accounts by collecting documents and serving as primary contact for clients.
• Support Customer Due Diligence and AML/KYC activities to ensure regulatory compliance.
• Serve as main contact for account openings/closings with cross-functional teams.
• Prepare documents, conduct research, pull reports, and communicate with clients via email/phone.
• Manage daily maintenance of commercial accounts including transfers, stoppayments, and treasury coordination.
• Ensure superior client service related to deposits and resolve client needs promptly.
• Assist in servicing business deposit accounts and obtain necessary approvals for waivers.
• Support deposit acquisition by collaborating with Relationship Managers.
• Perform other duties as assigned.

Skills

Customer service

Communication skills

Time management

AML/KYC familiarity

Education

High school diploma

Associate's degree

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 Customer Service Specialist to support the Specialty Deposit Services (SOS) Department, which offers specialized banking and treasury management services tailored for professional fiduciaries. The role involves providing support and fostering customer relationships to enhance their overall experience. Strong multitasking skills and effective time management are essential for this position.

Responsibilities

• Assist in the timely and accurate opening of new accounts by providing necessaryinformation and collecting required documents from clients. Act as the primary point ofcontact for addressing client inquiries, concerns, and service needs.


• Support Customer Due Diligence processes to ensure compliance with policy andregulatory requirements, including Anti-Money Laundering (AML), money servicesbusinesses, and KYC activities.


• Serve as the main contact for account openings and closings, collaborating with variousbusiness partners and support teams to resolve service-related issues.


• Provide support by preparing documents, conducting research, pulling reports, andmaintaining regular communication with clients and prospects throughtelecommunication, emails and other channels.


• Manage daily maintenance of commercial accounts, including fund transfers, stoppayments, cashier check requests, overdraft resolution, and handling of return items andNSF cases. Additionally, manage manual outgoing wires, exception wires, new accountonboarding, fee waivers/exceptions/refunds, and assist in troubleshooting treasuryproducts in coordination with Global Transaction Services.


• Ensure superior client service related to deposits by taking ownership of client needs,issues, and requests, and ensuring their timely and accurate resolution.


• Assist in servicing business deposit accounts, including completing.necessary forms and documentation, verifying account openings, and addressingNSF/OD and At-Risk items while obtaining necessary approvals for waivers orexceptions.


• Support deposit acquisition by understanding business deposit products andcollaborating with Relationship Managers to implement recommendations for businessdeposit services.


• May perform other duties as assigned.

Qualifications

• High school diploma or equivalent education with three years of Customer service experience, or an Associate's degree in a related field with two years of customer service experience.


• Familiarity with the new account opening process and commercial account structures.


• Strong communication skills, both written and verbal, for interactions with internal and external clients and contacts.

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 $27.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.