Client Services Onboarding Specialist I

Western Alliance Bank•San Diego, CA

About The Position

As a Client Services Onboarding Specialist I 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. Responsible for supporting Client Services Onboarding Specialist Team Lead with onboarding several customers in different stages of the boarding and transition process. Effectively manage the onboarding process for each customer, constantly reaching out to the customer to transition them by following established processes. Has a specific focus on removing obstacles, and keeping all required stakeholders informed. Ensure product and application implementations are completed successfully and timely in support of all requested services and products. Schedule, coordinate, and moderate any required customer calls and training. Educate our clients on the importance of understanding and mitigating risk as it relates to their business. Actively support Operations procedures, staying focused on process improvement initiatives.

Requirements

1+ years of related experience in Treasury Management Service, Finance (GL Mgmt., Public Reporting, Analysis), Financial Analysis or similar field.
High school diploma required; Bachelor's degree in related field preferred.
Entry level knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
Entry level knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
Entry level to intermediate proficiency in utilizing the Microsoft Office suite including Word, Excel, PowerPoint, and Visio.
Intermediate speaking and writing communication skills.

Responsibilities

Deliver 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.
Support Client Services Onboarding Specialist Team Lead with onboarding several customers in different stages of the boarding and transition process.
Effectively manage the onboarding process for each customer, constantly reaching out to the customer to transition them by following established processes.
Focus on removing obstacles, and keeping all required stakeholders informed.
Ensure product and application implementations are completed successfully and timely in support of all requested services and products.
Schedule, coordinate, and moderate any required customer calls and training.
Educate our clients on the importance of understanding and mitigating risk as it relates to their business.
Actively support Operations procedures, staying focused on process improvement initiatives.