Relationship Banking Associate

East West Bank; San Mateo (CA); On-site; USD 30,000 - 32,000; Full time

Job summary

East West Bank in California seeks an Associate Banker to deliver high-quality service and support to customers across everyday banking needs. You will assist with cash handling, deposits, and transfers while guiding clients to the right financial solutions and digital tools.

The role emphasizes learning rapidly, maintaining accuracy, and building lasting customer relationships through a high-touch, high-tech banking approach.

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.
• Ability to learn products, services, and procedures quickly and accurately.
• Excellent customer service skills; strong attention to detail and time management.

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 in compliance with policies, procedures, and regulatory 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 to fit customers’ needs.
• Educate clients on using digital resources and technologies to optimize their banking experience online, via mobile app and self-service portals.
• Learn and adapt to new processes and technology platforms quickly.

Skills

Customer service

Cash handling

Attention to detail

Time management

Education

High school diploma or GED

Bachelor’s degree preferred

Tools

Microsoft Word

Excel

Job description

East West Bank in California seeks an Associate Banker to deliver high-quality service and support to customers across everyday banking needs. You will assist with cash handling, deposits, and transfers while guiding clients to the right financial solutions and digital tools.

The role emphasizes learning rapidly, maintaining accuracy, and building lasting customer relationships through a high-touch, high-tech banking approach.