AVP/VP, Client Service Manager
Cathay Bank
GENERAL SUMMARYThe 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 REPORTSThe incumbent may have one or more direct report –Client Service Officer(s)ESSENTIAL FUNCTIONSExecute 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.QUALIFICATIONSEducation: 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 DETAILSAVP: $80K – $100K / yearVP: $100K - $115K / yearPay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.
$88.4k - $102.3k
...Video Clip 3 General Summary The Product Management Officer is responsible for the... ...assigned retail banking products and services. Serve as a subject matter expert for... ...but not required. Experience: Minimum AVP 3-5 + years, VP 5-7 + years of progressive banking experience...SuggestedFull timeFlexible hours$70k - $95k
...General Summary Portfolio Manager (“PM”) is responsible for maintaining... ...close contact with these clients and leverage the... ...Bank’s other products and services. PM is expected to provide... ...Compensation & Benefits AVP - $70K - $95K / year VP - $95K- $130K / year Pay determined...SuggestedFull timeFlexible hours$91.3k - $96.2k
...General Summary The Treasury Management Workflow Assignment Team... ...delivery of superior customer service along with quality and pre-review... ...to ensure SLAs are met for client satisfaction. Assist... ...degree (preferred) Experience AVP 3-5 years, VP 5-7 years of Treasury Management...SuggestedFull timeRemote workFlexible hours- Cathay Bank is seeking an experienced Treasury Management Workflow Assignment Team Lead (AVP/VP) to direct day-to-day operations and ensure high-quality service delivery across Treasury Management products. The role interfaces with branch staff, lenders, and operations...Suggested
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$150k - $300k
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...an experienced Executive Underwriter or AVP, Underwriting Director - Large Casualty in... ...insurance risks and cultivating broker and client relations. Our motto: One Carrier, One... ...or AVP, Underwriting Director. The hiring manager will determine the appropriate level based...Temporary workWork at officeLocal areaFlexible hours$15 per hour
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...success. As a leading global financial services company at the heart of the global financial... ...technologies to collaborate with clients, driving transformative solutions that redefine... ...experience, preferably in client management roles with commercial accountability for...Work at officeWorldwideFlexible hours- ...building and maintaining high-net-worth client relationships across banking, lending, and... ...investments? This is a unique opportunity to manage and maintain relationships with clients... ...client relationships through exceptional service and targeted advice, providing a path for...Temporary workWork at officeLocal areaImmediate start
$100k - $126.6k
...Deposit RM is able to handle both client-facing business development... ...as well as portfolio management responsibilities. This position... ...emphasis on best-in-class client service while adhering to timeframes that... ...in related fields. Experience: AVP 5-7 years/ 7-10 years of commercial...Full timeFlexible hours- Cathay Bank is seeking a VP, Director of Facility and Property Management (Project Management) to lead strategic facilities operations across the organization. You will oversee maintenance, safety, and professional environments for all bank-owned and leased properties...
- ...in El Monte, CA is seeking a seasoned Facilities and Property Management Leader to guide the strategic direction of our bank-owned and... ...the long-term planning required to support a growing financial services environment. Responsibilities include capital project oversight...
- ...with bank policies throughout the loan process. You will underwrite new credits, coordinate with officers and support staff, and help manage risk across renewals and extensions while maintaining thorough documentation and timely decisions. #J-18808-Ljbffr Cathay Bank
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Overview Your Part-Time Controller, LLC (YPTC) is a nationally recognized leader in outsourced accounting services for nonprofit organizations. The Client Service Manager (Manager) ensures exceptional client service and supports YPTC’s strategic plans and initiatives, as...Full timeContract workPart timeImmediate start$158k - $216k
...opportunity to drive our sales strategy in the vibrant Los Angeles market for water and wastewater engineering and consulting services.As a Client Service Manager (CSM), you will step into a well-established business and bring your skills and experience to build on and expand...Full timeTemporary workWork at officeRemote workFlexible hoursShift work$71k - $85k
...enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.OverviewThe Client Services Manager will drive the expansion for the SoCal Commercial Banking portfolio, with a strategic focus on accelerating deposit growth....Full timeWork at office$140k - $210k
...technology, manufacturing, and beyond. These clients choose Carollo because we employ some of... ...firm's relationships with client management personnelResponsible for identifying and directs sub-consultants performing services on projectsActive in professional associations...Full timeLocal areaFlexible hours$200k - $250k
...Angeles is seeking an experienced Personal/Talent Publicist to manage the public profile of various entertainment professionals. This... ...offers an annual salary of $200,000 - $250,000, plus commissions on clients brought to the firm. Candidates must be connected talent...Remote work$130k - $145k
...future of our communities. The Product Manager is responsible for the product planning and... ...gathering and prioritizing product and client requirements, defining the product vision... ...around subject matter products including all service-related challenges. Understand all...Full timeFlexible hours$148.7k - $175k
...and optimism. Together we can make a difference in the financial future of our communities. The VP ALM Officer supports Cathay Bank's (the Bank) asset liability management, interest rate risk oversight, and balance sheet analytics. Reporting to the FVP - ALM Manager, this...Full timeFlexible hours$130k - $150k
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- ...Vice President, Client Partner About the Company Ambitious provider... ...content marketing software & services Industry Marketing and... ...writer recruitment and management content creation and optimization... ...and portfolio growth, and the VP will be responsible for the...Freelance
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