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Senior Client Account Manager

Job in Santa Clara, Santa Clara County, California, 95053, USA
Listing for: East West Bank
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Financial Analyst, Risk Manager/Analyst
Salary/Wage Range or Industry Benchmark: 90000 USD Yearly USD 90000.00 YEAR
Job Description & How to Apply Below

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

The Senior Client Account Manager is responsible for portfolio management, credit monitoring and basic underwriting of Commercial Banking relationships. Primary responsibilities include analyzing financial data to determine the merits of loan requests, recommending structure, as well as identifying cross selling/referring opportunities of other services.

Responsibilities
  • Manage and oversee the deposit/loan portfolio, in partnership with Relationship Managers
  • Primary day-to-day contact to respond to requests and questions from existing clients, including client onboarding locally in US and Asia in an expeditous/efficient manner
  • Gather and analyze portfolio data for senior management, in partnership with Business Unit Manager and RMs and present to BSA/Compliance for further review and approval
  • Work with Relationship Managers to identify potential opportunities for cross-sell including deposit, trade, treasury management, foreign exchange, private banking, asset management, and other services to both existing and prospective clients; provide advice to clients regarding general banking needs
  • Perform other duties and special projects as needed
Qualifications
  • Bachelor’s degree required; preference for finance or accounting major or concentration
  • Ideally 5-10 years of banking experience, including at least three years of credit portfolio management experience and credit training
  • Flexibility and adaptability to a dynamic environment, and ability to learn quickly in a high-volume transaction scenario,this role is expected to stay late from time to time to get connected/stay on calls with cross border clients. This does not happen all the time but will be required from time to time as this individual will need to do follow up calls with clients/prospects in Asia.
  • Strong communication and interpersonal and communication skills are critical in this role
  • Assertive and self-motivated with the ability to manage multiple projects and tasks simultaneously
  • Working knowledge of private equity and the major components of investment vehicles.
  • Professional proficiency in Mandarin (speaking and reading); additional proficiency in Cantonese would be a plus.
Compensation

The base pay range for this position is USD $90,000.00/Yr.

- USD $/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

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Position Requirements
10+ Years work experience
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