Associate Financial Advisor
Edward JonesIrvine, CA, United StatesFull-time
Associate BankerEast West Bank • Diamond Bar, CA, US
No longer accepting applications
Associate Banker
East West Bank • Diamond Bar, CA, US
30+ days ago
Job type
- Full-time
Job description
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.
Overview
Being the next generation Associate Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints.
As an Associate Banker, you will play a key role in
- helping customers with their day-to-day financial needs
- recommend the right product that fit customer’s need
- connecting customers to Subject Matter Experts in Wealth Management, Mortgage and Commercial teams for their specialized financial needs
- introducing the bank’s latest technology products to meet our customers’ expanding needs
We will help you grow your career at East West Bank by providing you with ongoing training to expand your business knowledge, grow your digital acumen, and build long-lasting relationships with our customers.
Responsibilities
- Demonstrate strong customer service skills; assist customers with financial transactions such as cash withdrawals, deposits, transfers, loan/credit card payments, wire transfers and foreign currency exchange
- Document large deposit over Currency Transaction Reports
- Identify fraudulent activity to prevent potential loss to the bank
- Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
- Maintain strong relationships with existing customers and cultivate new customer relationships
- Cross sell and refer bank products such as (depository products, wealth management, mortgage) that fit customers’ needs
- Have strong knowledge in using digital resources and technologies to optimize clients’ digital banking experience
- Is confident in educating clients on conducting banking transactions online, via mobile app and self-service portals
- Demonstrate the ability to learn and adapt to new processes and technology platforms quickly
- May perform other duties as assigned
Qualifications
- High school diploma or general education degree (GED) required; Bachelor’s degree highly preferred
- 1 year of recent customer service and cash handling experience
- 1 year of previous teller / new account experience in a banking institution preferred
- Ability to learn products, services, and procedures quickly and accurately
- Excellent customer service skills
- Strong attention to details and time management skills
- Proficiency in Microsoft Word and Excel
- Flexibility to work on weekends when needed
Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.
Compensation
The base pay range for this position is USD $20.00/Hr. - USD $21.50/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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Associate Banker • Diamond Bar, CA, US
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