Client Service Advisor Team Lead

Western Alliance Bank • Columbus, OH

4d

About The Position

As a Client Service Advisor Team Lead you will be responsible for delivering tailored, exceptional service to law firms, legal professionals, and fiduciary clients within the Juris Banking Division. You will serve as the point of contact for clients to deliver accurate and timely responses to requests, transactions, account opening/closings, and product/service implementations while maintaining service level agreement (SLAs), managing risk, and adhering to all regulatory compliance standards. You will document client interactions through the Bank’s CRM platform and manage caseloads with minimal supervision. You will work with sales, relationship management, and business development employees to ensure that clients’ requests are resolved and identify revenue and retention opportunities. Provide daily guidance to the department in the areas of deposits and account servicing including Treasury Management products and services. Work directly with customers on issues and resolve account issues. Provide excellent customer service and represent the bank in a professional and responsible manner. Adhere to compliance, security, state and Federal regulations, bank policies, procedures and goals. Provide research on loan and deposit accounts as needed. Assist with account analysis, service charge waivers and wire transfer renewals. Drive successful client resolution. Accompany Business Development Officers on customer calls and interviews to obtain an understanding of the business relationship as a means to provide assistance to the Officer in developing strategies to meet the needs of the customer. Provide research on loan and deposit accounts as needed. Assist with account analysis, service charge waivers and wire transfer renewals. May lead and develop a team; responsible for hiring, coaching, performance management, training and development.

Requirements

• 5+ years of related experience in Treasury Management Service or similar field.
• High school diploma required; Bachelor's degree in related field preferred.
• Intermediate to advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
• Intermediate to advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
• Intermediate to advanced experience in loan processing and servicing in Treasury Management preferred.
• Intermediate speaking and writing communication skills.

Nice To Haves

• Previous leadership experience preferred.

Responsibilities

• Delivering tailored, exceptional service to law firms, legal professionals, and fiduciary clients within the Juris Banking Division.
• Serve as the point of contact for clients to deliver accurate and timely responses to requests, transactions, account opening/closings, and product/service implementations while maintaining service level agreement (SLAs), managing risk, and adhering to all regulatory compliance standards.
• Document client interactions through the Bank’s CRM platform and manage caseloads with minimal supervision.
• Work with sales, relationship management, and business development employees to ensure that clients’ requests are resolved and identify revenue and retention opportunities.
• Provide daily guidance to the department in the areas of deposits and account servicing including Treasury Management products and services.
• Work directly with customers on issues and resolve account issues.
• Provide excellent customer service and represent the bank in a professional and responsible manner.
• Adhere to compliance, security, state and Federal regulations, bank policies, procedures and goals.
• Provide research on loan and deposit accounts as needed.
• Assist with account analysis, service charge waivers and wire transfer renewals.
• Drive successful client resolution.
• Accompany Business Development Officers on customer calls and interviews to obtain an understanding of the business relationship as a means to provide assistance to the Officer in developing strategies to meet the needs of the customer.
• May lead and develop a team; responsible for hiring, coaching, performance management, training and development.

Benefits

• We offer all the important things you'd want — like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program.
• In addition, you’ll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED