Part-time Client Care Specialist (Branch Teller)

Western Alliance Bank•La Mesa, CA

10d•$24 - $28

About The Position

As a Client Care Specialist, you will provide professional, prompt, and accurate banking service while exemplifying the department’s sales, service, and operations philosophy. You will process transactions and service requests according to established policies and procedures, respond to inquiries from clients and business partners, and work collaboratively in a fast-paced environment that requires multitasking across multiple systems. You may also proactively contact clients, review reports, and perform operational processes or controls. The role includes setting client expectations, recommending suitable products and services, and mitigating risk by researching and documenting requests and escalating issues when appropriate. You will support clients from general navigation through in-depth technical interfaces and provide thoughtful follow-up to resolve inquiries. The position is part-time and based in La Mesa, California.

Requirements

At least 1 year of related experience in customer service, branch banking operations, treasury management service, or a similar field.
High school diploma.
Entry-level knowledge of general banking, loans, treasury management, and other commercial banking products and services.
Entry-level knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards, and practices.
Advanced speaking and writing communication skills.

Nice To Haves

Experience working in a call center.
Cash-handling experience.

Responsibilities

Accurately and efficiently process transactions and service requests in accordance with established policies and procedures.
Respond professionally to client inquiries and requests, researching and resolving issues with client-centric communication and care.
Take ownership of client issues through resolution, including follow-up through in-person, telephone, email, or written correspondence.
Assess urgency in time-critical situations and escalate issues to appropriate internal resources when needed.
Set client expectations and recommend appropriate products and services.
Research and document client requests thoroughly to mitigate risk.
Meet or exceed standards for customer service, turnaround time, cross-selling, risk management, regulatory compliance, audit soundness, productivity, and efficiency.
Follow client verification procedures before releasing information or assisting with transactions.
Provide support ranging from general navigation to in-depth technical interfaces.
As needed, proactively contact clients, review reporting, and perform operational processes or controls.
Respond to inquiries from internal and external business partners.