VP, Client Service Manager

Cathay Bank in; Los Angeles (CA); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Long-term disability insurance

FSAs

HSA with company contributions

Voluntary coverages

401(k)

Job summary

Cathay Bank seeks an AVP/VP, Client Service Manager to establish and manage relationships with commercial clients and deliver exceptional service across banking products. You will work with Relationship Managers to onboard clients, manage day-to-day transactions, and support cross-divisional needs.

The role emphasizes client retention, service excellence, and risk management, with opportunities to lead projects and coach junior team members.

Qualifications

• College degree preferred but not required.
• 3–5+ years in a mid-size or large lending institution in a similar role.
• Experience with Windows-based applications; Excel, Word, Power Point, Adobe, etc., CRM, and Lending Systems.
• Experience with FIS Platform preferable but not required.
• Strong knowledge of products and services for commercial clients.
• Strong knowledge of Banking Operations, Treasury Management, Wealth Management, Credit Products and Underwriting Guidelines.
• Ability to work independently and manage competing priorities.
• Proven communication, presentation, and relationship-management skills.

Responsibilities

• Execute transactions and approvals with focus on operational excellence and due diligence.
• Retain and grow client relationships as primary contact for clients and service-related matters.
• Onboard new clients and implement products and services.
• Cross-sell and coordinate treasury management, wealth, and international products and services.
• Proactively manage complex client servicing needs and provide prompt follow-up.
• Resolve client concerns and escalate complex matters when needed.
• Own portfolio satisfaction, retention, and growth; engage with clients to discuss opportunities.
• Develop cross-divisional relationships and understand client needs to provide best solutions.
• Identify and manage risks and balance client expectations with bank policies.
• Approve checks, wires, and client requests within authority limits.
• Maintain integrity of client data in bank systems.
• Onboard, cross-train and coach new team members and direct reports.
• Participate in or lead divisional projects and initiatives.

Skills

CRM

Lending Systems

Windows Apps

Excel

PowerPoint

Adobe

FIS Platform

Banking Operations

Treasury Management

Wealth Management

Credit Underwriting

Client Relationship

Communication

Presentation Skills

Education

Bachelor's degree preferred

Tools

CRM

Lending Systems

Windows

Excel

PowerPoint

Adobe

FIS Platform

Job description

People Drive Our Success

Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank – we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.

The AVP/VP, Client Service Manager is responsible for establishing and managing 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.

DIRECT REPORTS

The incumbent may have one or more direct report –Client Service Officer(s)

ESSENTIAL FUNCTIONS

• Execute transactions and approvals, focusing on operational excellence and due diligence.
• Retain and grow relationships by serving as the primary contact for clients as it relates to relationship management activities, day-to-day transactions and service-related matters.
• In partnership with Relationship Managers and other Team Members, execute new client onboarding and implementation of products and services.
• Recommend, cross-sell, and coordinate the implementation of all deposit, treasury management, wealth, and international products and services that best compliment the client and their business.
• Proactively and professionally manage complex client servicing needs and provide prompt follow-up.
• Quickly and efficiently resolve client concerns, assist team members, and appropriately elevate complex or sensitive matters.
• Accountable for the satisfaction, retention, and growth of a portfolio through client ownership.
• Consistently engage with assigned clients to measure service levels, learn more about the client and their business, schedule appointments and discuss new opportunities.
• Internally, develop cross divisional relationships and collaborate with partners to fully understand client needs and provide the best client centric solutions.
• Exhibit confidence in identifying, evaluating, and managing decisions/situations to limit Risk to the Bank while proactively managing client expectations.
• Approves check, wires, and client requests within assigned authority limits.
• Maintain the integrity of client data within all bank files and systems.
• Onboard, cross train and effectively coach New Team members and direct reports.
• Participate or lead divisional and area projects and initiatives as appropriate.

QUALIFICATIONS

• Education: College degree in business-related discipline preferred but not required.
• Experience:
• 3- 5 or more years of experience at a mid-size or large lending institution in a similar or parallel role.
• Experience with windows-based applications; (Excel, Word, Power Point, Adobe, etc.), CRM, and Lending Systems.
• Experience with FIS Platform preferable but not required.
• Strong knowledge of products and services typically offered to commercial clients.
• Strong knowledge of Banking Operations, Treasury Management, Wealth Management, Credit Products and Underwriting Guidelines.
• Work independently, effectively, and concurrently manage competing priorities.
• Skills/Ability:
• Ability to manage, prioritize, plan, and develop strategic plans for the department.
• Works with an appropriate sense of urgency and immediacy.
• Strong professional verbal, written, and presentation skills.
• Strong knowledge and understanding of applicable business organizations.
• Full knowledge of standard business software; demonstrated 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 collaboratively with team members.
• Must be familiar with and in compliance with all applicable bank regulations, and adhere to bank policies, procedures, and processes.

OTHER DETAILS

$85,000 – $125,000 / year
Pay determined based on job-related knowledge, skills, experience, and location.

• This position may be eligible for a discretionary bonus.

Cathay Bank offers its full-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.

• 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)

Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our California Job Applicant Privacy Policy .

Cathay Bank is an Equal Opportunity and Affi-

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] [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.Lending