Client Service Analyst 2, Corporate Trust - Municipal Clients

Western Alliance Bancorporation • Bloomington, MN

26d • Remote

About The Position

As a Client Service Analyst II, you'll be responsible for the day-to-day administration of medium-to-large client accounts and ensure excellent client service and delivery to the client base. You'll work with your assigned Relationship Manager on daily activities for their account portfolio . You will also work independently with the ability to run delas on your own.

Requirements

• 3+ years of related experience 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 TranStar experience preferred.
• Intermediate speaking and writing communication skills.

Responsibilities

• Read and interpret trust indentures with regards to cash and compliance requirements.
• Set up payment calculations in a variety of in-house systems.
• Responsible for billing, collecting, processing debt service payments.
• Cash management of clients trust accounts,
• Receive, disburse, transfer funds as prescribed in governing documents.
• Purchase and sale of securities directed by Client or governing documents.
• Assist RMs in the collection of monthly compliance items.
• Receive and address client inquiries working with their RM.
• Interact with Municipal Intermediaries including Bond Counsel, Underwriter, Financial Advisor.
• Ensure excellent service delivery Municipal Clients in the Corporate Trust Business.
• May be engaged on Sales calls and client visits.
• Participate in business-related projects.

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
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED