Seeking Private Client Associate who will be responsible for supporting the Private Bankers and Private Client Advisors within the Private Banking Department to achieve sales, service, and operational excellence. The Private Client Associate will also be responsible for Reinforcing East West Bank's Vision, Mission, and Values through words and actions. Responsibilities Work closely with Private Bankers or Private Client Advisors to provide banking services to customers and to build relationships... more details
Private Client Associate
LocationUS-CA-Pasadena
Job ID
2024-11145
Category
Wealth 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
East West Bank is currently seeking Private Client Associate who will be responsible for supporting the Private Bankers and Private Client Advisors within the Private Banking Department to achieve sales, service, and operational excellence. The Private Client Associate will also be responsible for Reinforcing East West Bank's Vision, Mission, and Values through words and actions.
Responsibilities
Work closely with Private Bankers or Private Client Advisors to provide banking services to customers and to build relationships, uncover, and satisfy their financial needs.
Process new accounts for consumer and commercial clients.
Customer facing support to provide financial products and services for private banking customers in a wide range of banking products and services including wire transfer, safe deposit box management, merchanVvault and ATM processing; foreign currency exchange.
Achieving operational excellence at all times by ensuring that ALL staff members comply with Bank Policies and Procedures, the Bank Secrecy Act, the Gramm-Leach-Bliley Act (Privacy), Fair Lending regulations, and other state and federal regulations.
Enhancing customer satisfaction by consistently engaging and connecting with customers to exceed service expectations in timely manner and by effectively resolving problems.
Provides access and information to customers about the many products and services East West Bank offers
Performs other duties as assigned.
Qualifications
Minimum of 1-2 years previous customer service experience for high net worth clients
Bachelor's Degree or equivalent preferred
Bilingual in Mandarin and/or Cantonese strongly preferred
Must be able to work under minimal supervision and work well under pressure
Must organize and coordinate multiple assignments and follow through to completion while ensuring a consistent customer experience
Excellent communication skills (verbal, non-verbal, as well as written)
Excellent customer service skills, ability to communicate clearly with customers
Must have strong time management skills and be able to work a flexible schedule, including overtime and weekends.
Ability to build effective relationships with customers, staff and members of the community.
Strong problem solving and decision-making skills
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Compensation
The base pay range for this position is USD $24.00/Hr. - USD $30.00/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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