Client Relationship Manager III

Western Alliance Bank•Boston, MA

7d•$121,870 - $160,581•Remote

About The Position

As a Client Relationship Manager III you'll be responsible for managing significant client relationships and ensuring excellent client service and delivery to the client base. You'll drive product efficiency projects and may lead other business-related projects. You'll work closely with new business development staff, serving as a collaborative business partner when supporting new business conversations with existing or prospective clients. You'll be assigned a book of clients that are managing Collateral Loan Obligations (CLOs) and Leverage Finance Facilities. You'll oversee the day to day operations and reporting delivery to those clients done with the client service associates assigned to your deals. You may have direct management responsibilities for the client service associates - ensuring you are providing feedback and working with the team leader to conduct annual reviews. In conjunction with business development officers, you'll be responsible for developing and maintaining relationships with Corporate Trust clients with the primary focus of managing the value of these relationships to the organization. Review and accept new client relationships based on business line account acceptance policies and procedures. Provide quality service based on client needs, wants, and expectations; align actions accordingly; remain sensitive and responsive to both internal and external clients; build exceptional predictable levels of service; resolve problems quickly and effectively. Identifies business risks and operational challenges and takes steps to mitigate risk and enhance operating systems and processes. Coordinate the development and implementation of operational changes within the unit. May be responsible for meeting specific revenue, new business, and expense goals. May manage staff, hire new staff, and/or train staff to successfully meet business objectives. Review client reporting and work with clients and other interested parties on any issues or changes needed. Make sure clients are getting the required information at all times. Respond to all queries from interested parties. Lead and develop a team; responsible for hiring, coaching, performance management, training and development.

Requirements

8+ years of related experience in Corporate Trust or similar field.
Bachelor's degree or equivalent experience required.
Previous leadership experience required.
Advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
Advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
Advanced speaking and writing communication skills.

Nice To Haves

May require up to 25% travel.

Responsibilities

Manage significant client relationships and ensure excellent client service and delivery.
Drive product efficiency projects and potentially lead other business-related projects.
Serve as a collaborative business partner in new business conversations with existing or prospective clients.
Oversee day-to-day operations and reporting delivery for assigned clients (CLOs and Leverage Finance Facilities).
Potentially have direct management responsibilities for client service associates, including providing feedback and conducting annual reviews.
Develop and maintain relationships with Corporate Trust clients, focusing on managing relationship value.
Review and accept new client relationships based on business line account acceptance policies and procedures.
Provide quality service based on client needs, wants, and expectations, remaining sensitive and responsive.
Build exceptional, predictable levels of service and resolve problems quickly and effectively.
Identify business risks and operational challenges, mitigating risk and enhancing operating systems and processes.
Coordinate the development and implementation of operational changes within the unit.
Potentially be responsible for meeting specific revenue, new business, and expense goals.
Potentially manage staff, hire new staff, and/or train staff to meet business objectives.
Review client reporting and address any issues or changes needed with clients and interested parties.
Ensure clients receive required information at all times.
Respond to all queries from interested parties.
Lead and develop a team, including hiring, coaching, performance management, training, and development.