Job Description

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.

Responsibilities

• Conduct customer profile set up and necessary onboarding procedures for client account opening.
• Handle client account maintenance requests, including customer profile updates (e.g. updates to customer information, changes of directors or authorised signers) in the core banking system.
• Process client account closures.
• Perform general clerical duties including client notification letters preparation, document scanning and filing.
• Prepare MIS report for senior management.
• Participate in system UAT as assigned.
• Liaise with frontline and other supporting units on documentation-related matters, including FATCA & CRS requirements.

Qualifications

• Bachelor’s Degree or equivalent (major: business administration, finance and other related subjects).
• At least 3 years of relevant working experience in financial industry, including account opening, client onboarding and data management.
• Customer service oriented.
• Strong interpersonal and communication skills.
• Proficient in MS Word, PowerPoint and Excel, knowledge of Excel VBA is an advantage.
• Detail-minded, multitasking and able to work under pressure.
• General knowledge of bank account documentation.
• Fluent in English speaking and writing.