Client Services Associate - Full-time

East West Bank9 months ago
Houston, TX, United States
On-site
Full-time
Junior Level (1-3 years)

Job Description

Position Overview

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. Under supervision, provide service and portfolio support to Relationship Managers and Portfolio Managers by servicing the Texas Client Relationship Mailbox. This position requires multi-tasking skills, the ability to prioritize assignments, mastery of internal applications, and effective communication with customers.

Key Responsibilities

  • Fulfill requests sent into the Texas Client Relationship Mailbox by external customers. Tasks may include pulling statements, confirming NSF transactions, providing balances, fulfilling transfers, processing wires, processing loan payments, assisting with online banking portal setup, changing addresses, explaining account activities, researching suspicious activities, processing fraud cases, and processing credit card applications.
  • Fulfill requests sent into the Texas Client Relationship Mailbox by internal customers. Tasks may include making transfers, providing necessary forms for transactions, processing internal forms, providing loan statements, researching loan amounts and payment days, providing account balances, refunding and waiving fees, and collecting KYC documents for commercial account openings.
  • Work with internal departments—including wire department, loan department, Risk Management, BSA, GL servicing, CSBC customer service, CSBC new accounts, Branch support, and physical branches—to find answers and resolve problems.
  • Take ownership of client needs and requests, answer questions, and fulfill assignments in a timely manner, while effectively prioritizing tasks.

Required Qualifications

  • Possess basic knowledge of banking operations.
  • Good communication skills, both written and verbal, for interacting with internal and external clients.
  • Strong customer service and contact handling skills.
  • Ability to manage high-volume inquiries in a timely manner.
  • Good organization skills.
  • Ability to complete all core trainings.
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
  • Applicants must have legal authorization to work in the United States. Visa sponsorship is not offered at this time.

Compensation: The base pay range for this position is USD $20.00/Hr. - USD $26.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

Required Skills

customer service
banking operations
Microsoft Office proficiency
detail orientation
prioritization
strong communication (written and verbal)
organizational skills
multi-tasking
problem solving