Client associate Jobs in West Covina, CA

AVP/VP, Client Service Manager

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 may include Client Service Officer(s).

Essential functions include:

• 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 include:

• 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.
• 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 include:

AVP: $80K $100K / year

VP: $100K - $115K / year Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus.

Cathay Bank offers its full-time employees 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 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.