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.
Overview This position is responsible for supporting GTP Treasury Relationship Managers (TRMs) introducing working capital and treasury management solutions to customers. The Treasury Associate will serve as the primary sales support partner for multiple TRMs to drive fee revenue and new deposits focusing on commercial banking, corporate and specialty industry verticals.
Responsibilities - Analyze client activity, including client deposits, fee activity to proactively identify client deepening opportunities
- Prepare proformas, product proposals, relationship reviews and RFPs.
- Customer facing support to propose banking services to commercial and corporate customers in a wide range of treasury solutions including online banking, remote deposit, fraud prevention products, lockbox, merchant card processing, payment solutions and cash vault
- Gather Industry information and conduct Client Research
- Core or single product sales to clients
- Submit, track and follow up on implementation requests
- Maintain thorough knowledge of all Bank products and services
- Track new exception pricing requests through approval process and manage renewals
- Assist internal and external customers with account analysis statement review
- Act as liaison with GTP TRMs and other GTP departments as needed
- Provide back up for GTP TRMs when out of the office on sales calls
- Assist TRMs to keep sales activities tracking up to date in CRM system to ensure adequate recordkeeping of bank relationships, calling activities and sales opportunities.
- Responsible for meeting or exceeding all assigned sales and portfolio goals of the TRMs supported by this position.
- Actively ensure compliance with all EWB policies and procedures such as Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, Information Security and suspicious activity reporting requirements, etc.
Qualifications - Minimum 3-5 years of Treasury and Payments sales support experience in Corporate/Commercial segments.
- Knowledge of treasury management concepts and principles as related to Bank products and services.
- Bachelor's degree is typically required.
- Certified Treasury Professional (CTP) accreditation preferred.
- Excellent verbal and written communication skills to include selling of Bank services and coordinating with others throughout the Bank to ensure clients receive superior operational support.
- Ability to work under minimal supervision and work well under pressure
- Strong time management skills and ability to organize and coordinate multiple assignments and follow through to completion while ensuring a consistent customer experience
- Ability to build effective relationships with customers, staff and members of the community
- Strong problem solving and decision-making skills
- Proficient in multiple standard business software applications including MS Word, Excel, and PowerPoint.
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 $110,000.00/Yr. - USD $140,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
Job Tags
Work at office, Remote work,