Senior Specialist - Wholesale Client Services Delivery
About The Position
Wholesale Client Services Delivery is responsible for supporting the onboarding, servicing, administration, and operational delivery of products and services to wholesale banking clients. Activities may include client support, service coordination, implementation activities, and operational issue resolution. Other duties as assigned. This role requires advanced knowledge of operational procedures and tools obtained through extensive work experience and may require vocational or technical education. Responsibilities typically include working under limited supervision for non-routine situations and may be responsible for leading daily operations. Training, delegating and reviewing the work of lower level employees. Problems are typically difficult and non-routine but not complex.
Requirements
- 7+ years relevant experience
- May require vocational or technical training
Responsibilities
- Identifying client opportunities
- Delivering tailored financial solutions
- Coordinating product specialists
- Providing guidance across lending, treasury, capital, and advisory services
- Managing the end-to-end client experience
- Monitoring portfolio performance
- Ensuring strong credit and risk practices
- Collaborating with internal partners to support efficient onboarding, servicing, and issue resolution
- Client support
- Service coordination
- Implementation activities
- Operational issue resolution
- Leading daily operations
- Training, delegating and reviewing the work of lower level employees
Benefits
- medical
- dental
- vision
- life insurance
- disability coverage
- paid time off
- retirement savings through a 401(k) plan
- wellness resources
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
