Client Services Onboarding Specialist Team Lead - Juris Banking

Western Alliance Bancorporation•San Diego, CA

66d•Onsite

About The Position

As a Client Services Onboarding Specialist Team Lead you'll collaborate across the organization and lead the analysis of complex business challenges for your assigned business lines, serving as a strategic partner and subject matter expert in systems, processes, procedures, products, and services. You'll drive operational efficiency, optimize workflows, and provide high-level analytical insights to support data-driven decision-making. In this role, you'll collaborate closely with leadership and cross-functional teams to ensure business initiatives align with organizational strategy while fostering continuous improvement. Partner with stakeholders to define business requirements, assess impacts, and prioritize initiatives, ensuring alignment with the organization's strategic goals. Lead efforts to document, evaluate, and enhance business processes and procedures. Identify opportunities for automation and efficiency improvements. Design and manage complex reports, synthesize large datasets, and develop actionable insights that support executive decision-making. Oversee change management initiatives by developing communication plans and ensuring smooth adoption of process and system changes. Act as a liaison between business units, technology teams, and leadership to drive alignment, resolve challenges, and ensure successful project execution. Responsible for supporting a team in effectively managing the boarding process for each customer, constantly reaching out to the customer to transition them by following established processes, anticipating, and 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. Support and develop operations procedures, staying focused on process improvement initiatives to ensure alignment with what is communicated to customers and the daily experience of our clients. Use systems and tracking tools to remain organized, ensure completion of all processes, and deliver exceptional client experience. Support training and development of Client Services Onboarding Specialist. May lead and develop a team; responsible for hiring, coaching, performance management, training and development

Requirements

6+ years of related experience.
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 with data analysis and research with the ability to identify and escalate cases or inquiries to mitigate bank risks.
Intermediate to advanced skills in MS Office Suite.
Intermediate to advanced experience with banking applications and systems preferred.
Intermediate speaking and writing communication skills.

Responsibilities

Partner with stakeholders to define business requirements, assess impacts, and prioritize initiatives, ensuring alignment with the organization's strategic goals.
Lead efforts to document, evaluate, and enhance business processes and procedures.
Identify opportunities for automation and efficiency improvements.
Design and manage complex reports, synthesize large datasets, and develop actionable insights that support executive decision-making.
Oversee change management initiatives by developing communication plans and ensuring smooth adoption of process and system changes.
Act as a liaison between business units, technology teams, and leadership to drive alignment, resolve challenges, and ensure successful project execution.
Responsible for supporting a team in effectively managing the boarding process for each customer, constantly reaching out to the customer to transition them by following established processes, anticipating, and 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.
Support and develop operations procedures, staying focused on process improvement initiatives to ensure alignment with what is communicated to customers and the daily experience of our clients.
Use systems and tracking tools to remain organized, ensure completion of all processes, and deliver exceptional client experience.
Support training and development of Client Services Onboarding Specialist.
May lead and develop a team; responsible for hiring, coaching, performance management, training and development