Responsible for helping overall Frontline Teams exceed their goals. New Accounts Associate partners with Relationship Managers, Account Officers, Product Managers, and Sales Consultants on delivering the highest level of world class customer service to high-net-worth commercial customers. Communicates with clients and internal partners on a regular basis via phone, email, and in-person. In collaboration with Team Leaders, Relationship Managers, and internal business partners, meets client's comm... more details
GTS Senior New Account Associate
LocationUS-CA-El Monte
Job ID
2024-11049
Category
Global Operations/Treasury Management
Position Type
Full-Time
Introduction
Since 1973, East West Bank has served as a pathway to success. With over 120 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 an exclusive focus on the U.S. and Greater China markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further.
Overview
Responsible for helping overall Frontline Teams exceed their goals. New Accounts Associate partners with Relationship Managers, Account Officers, Product Managers, and Sales Consultants on delivering the highest level of world class customer service to high-net-worth commercial customers. Communicates with clients and internal partners on a regular basis via phone, email, and in-person. In collaboration with Team Leaders, Relationship Managers, and internal business partners, meets client’s commercial and treasury management account expectations. Responsible for executing Deposit Account Control Agreements (DACA). Manage the DACA and Control account process, maintain and update procedures, and improving coding and reporting of DACA and Controlled accounts. Coordinate DACA reviews with Legal. Utilizing leadership skills, the New Accounts Associate will ensure that peers have the tools, resources, and support to delight all customers.
Responsibilities
Assist frontline associates with account opening in complex commercial verticals such as Private Equity, Entertainment Finance, Corporate Banking, Commercial & Industrial, Structure Finance, Asset Based Financing, Sponsor Finance, Technology, Media Markets, and Capital Markets. Partner with Relationship Managers and other EWB professionals in other segments to acquire, expand and retain targeted client relationships.
Work with GTS Management to produce and maintain presentations for
external use, with prospects, clients, service providers; and for conferences
internal use, for presentations to Senior Management, Peers Groups, and Regulators
Qualifications
Review DACA and Control account agreements, and act as a liaison between East West Bank legal department, and Relationship Teams/Customers.
Manage and maintain DACA and Controlled account list, agreements, and policy & procedures
Working with complex commercial clients in conjunction with RMs, GTS Consultants, and back office support staff to put in place optimal operating account structures
Working with clients, RMs, and BSA/DCI/KYC colleagues to obtain all appropriate documentation to clear business customer to open accounts at EWB
Provide point-of-contact support for Deposit related and Treasury Management matters for commercial clients. Act as an expert advisor for the clients. Resolve client requests and/or issues independently.
Create compelling presentations to convey important statistics to GTS Management, EWB Senior Management, and federal and state regulators, etc.
Other duties as assigned based on business need(s).
Compensation
The base pay range for this position is USD $30.00/Hr. - USD $45.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
East West Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected status. Reasonable accommodations for disability are provided to applicants and employees in accordance with applicable law.
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