VP, Client Service Manager
Woodland Hills, CA - USA
Job Summary
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 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 escalate 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
$85000 $125000 / year
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 our California 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:
Cathay Bank endeavors to make 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:
Exec
About Company
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 ... View more