Sr Client Services Advisor - Juris Banking
Sr Client Services Advisor - Juris Banking
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1 Vacancy
Job Description
Job Title:
Sr. Client Services Advisor Juris BankingLocation:
CA San Diego 450 B StWhat youll do:
As a Senior Client Service Advisor youll provide support to the Operations/Treasury Manager by servicing Juris Banking clients to ensure issues are resolved and the customer is ultimately satisfied with the end result relating to operational activities treasury management products and financial services; opening maintaining and closing of all account types; performing clerical duties while maintaining good customer relations. Adhere to compliance security state and Federal regulations bank policies procedures and goals. Provide research on loan and deposit accounts as needed. Assist with account analysis service charge waivers and wire transfer/ACH renewals. Possess excellent problem solving functional communication and technical skills along with drive for successful client resolution. Ability to work with minimal supervision while performing duties.Provide daily guidance to the department in the areas of deposits and account servicing including Treasury Management products/services.
Work directly with customers on issues and resolve issues pertaining to their accounts.
Provide excellent customer service and represents the bank in a professional and responsible manner.
Adhere to compliance security state and Federal regulations bank policies procedures and goals.
Provide research on loan and deposit accounts as needed. Assist with account analysis service charge waivers and wire transfer/ACH renewals.
Possess excellent problem solving functional communication and technical skills along with drive for successful client resolution.
Work with minimal supervision while performing duties.
May accompany Officers on customer calls and interviews to obtain an understanding of the business relationship as a means to provide assistance to the Officer in developing strategies to meet the needs of the customer.
What youll need:
3 years of related experience in Treasury Management Service or similar field.
High school diploma required; Bachelors degree in related field preferred.
Intermediate knowledge of general banking operations including deposit operations loan administration treasury management and/or other commercial banking products and services.
Intermediate knowledge of applicable regulatory and legal compliance obligations rules and regulations industry standards and practices.
Intermediate working knowledge of various word processing and spreadsheet software.
Benefits youll love:
We offer all the important things youd 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 youll 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 handson experience to help grow your career!
About the company:
Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona Alliance Association Bank Bank of Nevada Bridge Bank First Independent Bank and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is a Western Alliance Bank company.
Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race sex color religion age nation origin marital status disability protected veteran status sexual orientation gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying please email or call. When contacting us please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.
Western Alliance Bancorporation
Required Experience:
Senior IC
Employment Type
Full-Time
