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Senior Client Account Manager - job 2 of 2

Introduction

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.

Overview

Our Commercial Cross Border Banking team is looking for a seasoned Account Services Manager to join the team.

Responsibilities

  • Assist RMs with the new account openings
  • Assist RMs with existing account service inquires and issues 
  • Assist PMs with commercial loans maintenance 
  • Work with loan monitoring on set up of financial reporting/covenant requirement in the system
  • Pull out raw data and create financial tickler exception report and ILM post-closing report for team review on weekly basis
  • Run comprehensive Management Report via CASH Track
  • Obtain required financial reports per loan agreements
  • Spread financial statements for both prospects and existing customers
  • Complete covenant tests for existing customers
  • Submit wavier/extension request via FRCE
  • Perform due diligence reports via vendor platform such as UCC search, Lien Search, Good Standing certificate, Business/Consumer Experian, Google Search, OFAC Search etc
  • Collect good faith deposits via Smartfee tracker system
  • Complete risk rating test in excel model per guidance based on latest financial spread
  • Input information into CCR system according to completed Narrative, Signed Term Sheet, Approved Pricer and Rate Lock Sheet, appraisal, environmental report, etc.
  • Upload all required attachments and generate/merge final report
  • Submit for Loan Documentation via ILM
  • Prepare extension letters to the borrowers
  • Prepare waiver letters to the borrowers
  • Work with closing team (outside counsel, if applicable) to clear pending items until closing transactions

Qualifications

  • Minimum 5+ years of account services experience
  • Must be bilingual (Mandarin) and also a strong preference for Cantonese speaking in addition to Mandarin to support our clients in China and Hong Kong
  • Working experience in China preferred
  • Strong knowledge of EWB new account opening process, compliance requirements, and commercial account structures
  • Ability to manage high-volume, time zone difference between US and Asia in a timely manner
  • Bachelor degree required

#LI-LD1

Compensation

The base pay range for this position is USD $70,000.00/Yr. - USD $85,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

Average salary estimate

$77500 / YEARLY (est.)
min
max
$70000K
$85000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Senior Client Account Manager, UNAVAILABLE

Are you ready to take your career to the next level? East West Bank is on the lookout for a Senior Client Account Manager in New York to join our dynamic Commercial Cross Border Banking team. For over 50 years, we've been at the forefront of bridging financial opportunities between the East and West, and we pride ourselves on our experienced and diverse team. In this role, you'll assist Relationship Managers with onboarding new accounts and addressing service inquiries, while also supporting our Project Managers with commercial loan maintenance. You'll dive deep into financial reporting, running comprehensive management reports and conducting due diligence through vendor platforms. If you enjoy working with data and are skilled at pulling insights, you’ll thrive here! With a strong emphasis on building relationships, you'll interact closely with clients, preparing meaningful correspondence and ensuring all loan documentation is meticulously handled. We value a proactive approach and a keen eye for detail - attributes that will be essential in managing high volumes of client interactions seamlessly across different time zones. We're looking for someone with at least five years of account services experience, who speaks both Mandarin and Cantonese, alongside a solid understanding of EWB's processes and compliance requirements. This is a vibrant workplace, where growing your career is as important to us as our commitment to integrity and service. If this sounds like you, let's connect!

Frequently Asked Questions (FAQs) for Senior Client Account Manager Role at UNAVAILABLE
What are the main responsibilities of a Senior Client Account Manager at East West Bank?

As a Senior Client Account Manager at East West Bank, your primary responsibilities will include assisting Relationship Managers in opening new accounts, handling existing account service inquiries, and supporting Project Managers with commercial loan maintenance. You will also manage comprehensive financial reporting and conduct due diligence to ensure compliance with loan agreements. This role is essential for streamlining operations and enhancing client relations in a cross-border context.

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What qualifications are required for the Senior Client Account Manager position at East West Bank?

To apply for the Senior Client Account Manager position at East West Bank, candidates should have a minimum of 5 years of account services experience and a bachelor's degree. Bilingual candidates, specifically those fluent in Mandarin and preferably Cantonese, are highly sought after to support the bank's client base in China and Hong Kong. Familiarity with compliance requirements and commercial account structures is also crucial for this role.

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What skills are needed to succeed as a Senior Client Account Manager at East West Bank?

Success in the Senior Client Account Manager role at East West Bank requires strong communication skills, particularly in Mandarin and Cantonese, paired with a solid understanding of account management and compliance procedures. The ability to manage high-volume workloads across different time zones is essential, along with proficiency in financial analysis and reporting. Being detail-oriented and proactive will significantly enhance your effectiveness in this position.

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How does East West Bank support professional development for Senior Client Account Managers?

East West Bank strongly believes in nurturing the growth of its employees, including Senior Client Account Managers. Our supportive environment encourages continuous learning and development through training programs, mentorship, and opportunities to take on more responsibilities. Employees are also empowered to explore various career advancement paths within the bank, showcasing our commitment to facilitating upward mobility in the organization.

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What is the compensation range for a Senior Client Account Manager at East West Bank?

The base pay range for a Senior Client Account Manager at East West Bank is between USD $70,000 and USD $85,000 per year. The exact compensation offered depends on job-related skills, experience, and the candidate’s knowledge. We aim to provide competitive salaries aligned with industry standards, as well as additional benefits to support the well-being of our employees.

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Common Interview Questions for Senior Client Account Manager
Can you describe your experience with account management in a cross-border context?

Absolutely! When answering this question, highlight your previous roles where you managed accounts across different regions, focusing on how you navigated the complexities of cultural differences, time zone challenges, and compliance requirements. Use specific examples that demonstrate your success in overcoming these challenges and maintaining strong client relationships.

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What strategies do you use to handle high-volume account inquiries?

In answering this question, emphasize your organizational skills and technology utilization. Discuss methods such as prioritization techniques, creating templates for common inquiries, or using CRM software to manage client communications efficiently. Show that you can maintain quality service while managing a busy workload.

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How do you ensure compliance with financial regulations in your role?

Make it clear that compliance is a top priority in your work. Discuss your experience with monitoring compliance requirements, your process for conducting due diligence, and how you stay updated on changes in regulations. Provide an example of a situation where your attention to compliance made a positive impact.

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Can you talk about a time when you had to resolve a complex client issue?

When responding to this, structure your answer using the STAR method (Situation, Task, Action, Result). Describe the specific client issue, the role you played in addressing it, the actions you took, and the eventual outcome. Highlight your problem-solving skills and the importance of communication in resolving the issue.

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What is your approach to collaborating with team members in different time zones?

Show that you value teamwork by sharing specific strategies you use to ensure effective communication with team members in different time zones. You could discuss scheduling tools, setting clear expectations for communication channels, and being flexible with meeting times to accommodate others’ schedules.

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How do you stay organized when working on multiple accounts?

Detail your organizational techniques, whether it’s creating checklists, using project management tools, or setting reminders. Explain how your organizational skills directly impact your efficiency and effectiveness in managing multiple accounts, particularly under tight deadlines.

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What experience do you have with financial reporting and analysis?

Discuss your familiarity with financial statements, your role in financial reporting processes, and any relevant tools or software you’ve utilized. Provide specific examples of how your analysis led to improved decision-making or beneficial insights for your team or clients.

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In your opinion, what is the key to building strong client relationships?

Focus on the importance of communication, trust, and exceptional customer service. Discuss your belief that understanding client needs and providing timely solutions are essential. Share an example where you built a strong relationship through consistent engagement and support.

Join Rise to see the full answer
How do you handle stress and pressure in a high-paced environment?

Identify the strategies you employ to manage stress, such as time management, setting realistic goals, and ensuring you take breaks when necessary. Mention how maintaining a positive mindset and adapting to changing circumstances can also help you perform under pressure while keeping the team's morale high.

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Why do you want to work for East West Bank as a Senior Client Account Manager?

This is your moment to express genuine interest in the role and the company. Talk about what attracted you to East West Bank, such as its commitment to bridging cultures and its reputation in the industry. Highlight how your values align with the bank’s mission and how you envision making a significant impact in the role.

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TEAM SIZE
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EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
April 13, 2025

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