Jack Xie

Jack Xie is an experienced financial services professional with a strong background in client services and banking operations. Currently serving as a Client Services Support Officer at Preferred Bank since November 2021, Jack assists in account openings, performs due diligence on applications, and provides training to Client Services Specialists. Previously, Jack held roles at East West Bank, including Treasury Services Specialist and New Account Representative, where responsibilities encompassed customer support and document management. Jack has also worked as a Digital Banking Service Specialist and Airport Services Officer, showcasing a diverse skill set in customer interaction and operational efficiency. Jack holds a Bachelor of Science in Applied Mathematics from UCLA.