Part-time Senior Client Care Specialist (Branch Teller)

Western Alliance Bank•Beverly Hills, CA

11d•$28 - $34•Onsite

About The Position

The Senior Client Care Specialist provides professional, prompt, and accurate banking service while exemplifying a sales, service, and operations philosophy. The role performs complex transactions and service requests according to established policies and procedures and responds to inquiries from clients and internal and external business partners. It requires multitasking accurately in a fast-paced team environment, switching among multiple systems, engaging clients, and communicating questions or resolutions effectively. The specialist may proactively contact clients, review reports, and perform operational processes or controls. The role sets client expectations, recommends appropriate products and services, mitigates risk by researching and documenting requests, and escalates issues when appropriate. It also provides support ranging from general navigation to in-depth technical interfaces.

Requirements

At least 2 years of related experience in customer service, branch banking operations, treasury management service, or a similar field.
High school diploma.
Advanced speaking and writing communication skills.

Nice To Haves

Entry-level to intermediate knowledge of general banking, loans, treasury management, and other commercial banking products and services.
Entry-level to intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards, and practices.
Entry-level to intermediate experience working in a call center or handling cash.

Responsibilities

Accurately and efficiently process transactions and respond to client inquiries and requests with professional, precise, resourceful, client-centric communication.
Take ownership of client issues through resolution, including follow-up and communication in person, by telephone, email, or written correspondence.
Prioritize time-critical client situations and engage or escalate issues to appropriate internal resources in a timely manner.
Meet or exceed standards for customer service, turnaround time, cross-selling, risk management, regulatory compliance, audit soundness, productivity, and efficiency.
Follow client verification procedures before releasing information or assisting with transactions.
Set client expectations, recommend appropriate products and services, and research and document client requests to mitigate risk.
Provide support ranging from general navigation to in-depth technical interfaces.
As needed, proactively contact clients, review reporting, and perform operational processes or controls.