Client Service AssociateSpecialist

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.

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GENERAL SUMMARY

The Client Service Associate is responsible for partnering with AVP/VP Client Service Manager and Relationship Managers to establish and manage 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. This role reports to the AVP/VP Commercial Client Service Manager and supports the AVP/VP Client Service Managers Relationship Managers and Portfolio Managers for an assigned portfolio.

ESSENTIAL FUNCTIONS

• Partner closely with AVP/VP Client Service Managers and Relationship Managers to onboard new clients execute transactions per the correct approval and/or authorization acquired focus on operational excellence and due diligence and retain and grow relationships.
• Serves as the backup for the AVP/VP Client Service Managers as it relates to relationship management activities day to day transactions and service-related matters as well as operational controls for an assigned portfolio of clients.
• Prepare collect and review documentation for accuracy and completeness open new accounts research issues process transactions and inquiries.
• Along with AVP/VP Client Service Manager and other bank Team Members assist with new client onboarding and implementation of products and services.
• Together with AVP/VP Client Service Manager or internal business partner recommend cross-sell and coordinate the implementation of all deposit treasury management wealth and international products and services that best compliments the client and their business.
• Proactively and professionally manage client concerns assist team members provide prompt follow-up and appropriately escalate complex or sensitive matters to AVP/VP Client Service Manager if needed.
• Educate clients on banking products services and digital tools
• Together with the AVP/VP Client Service Manager engages with assigned clients to measure service levels learn more about the client and their business schedule appointments and discuss new opportunities.
• Along with the AVP/VP Client Service Manager develop cross-divisional relationships and collaborate with internal partners to fully understand client needs and provide the best client centric solutions.
• Ensure compliance with bank policies procedures and regulatory requirements
• Maintain the integrity of client data within all bank files and systems.
• Perform general administrative and operational duties as assigned

QUALIFICATIONS

• Education: High School diploma or equivalent required
• Experience:
  
  • Minimum of 2 year customer service administrative or banking experience preferred
  • Experience with windows-based applications; (Excel Word Power Point Adobe etc).
  • Experience with FIS Platform is preferable but not required.
  • Basic knowledge of banking products and services is helpful but not required.
  • Work effectively and concurrently manages competing priorities.
• Skills/Ability:
  
  • Works with an appropriate sense of urgency and immediacy.
  • Strong professional verbal written and presentation skills.
  • Excellent organizational skills and attention to detail
  • Strong 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 independently and collaboratively with team members.
  • Willingness to learn banking systems policies and procedures
  • Bilingual English/Mandarin and/or Cantonese preferred
  • Commitment to providing excellent customer service and maintaining confidentiality

OTHER DETAILS

$24.38 $26.59 / hour
Pay determined based on job-related knowledge skills experience and location.
This position may be eligible for a discretionary bonus.

Cathay Bank offers itsfull-timeemployees 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 which includes coverage for medical insurance dental insurance vision insurance life insurance long-term disability insurance and flexible spending accounts (FSAs) health saving account (HSA) with company contributions voluntary coverages and 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 ourCalifornia Job Applicant Privacy Policy.

Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates regardless of race color ethnicity ancestry citizenship gender national origin religion age sex (including pregnancy and related medical conditions childbirth and breastfeeding) reproductive health decision-making sexual orientation gender identity and expression genetic information or characteristics disability or medical condition military status or status as a protected veteran or any other status protected by applicable law.

Click here to view the Know Your Rights: Workplace Discrimination is Illegal Poster:
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Cathay Bank endeavors to make 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 or.This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

Required Experience:

IC