Client Services Leader

Edina, MN - USA

Yearly Salary: USD 82000 - 110000

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

POSITION SUMMARY: This role is responsible for the day-to-day execution and continuous improvement for commercial account opening legal documentation and product administration in compliance with applicable laws regulations and Bank policies. The role manages and is a working member of lthe team to ensure service levels are met.

THIS ROLE IS ACCOUNTABLE FOR:

Documentation onboarding and administration of products
Operational risk mitigation and controls and adherence to standards
Optimize current processes and identify areas where technology can enhance operations.

Accountability/Responsibilities

Documentation onboarding and administration of loan and treasury management products - 70%

Champion a client-centric culture across the department by setting expectations mentoring/managing staff and ensuring consistent delivery of exceptional service that exceeds client expectations.
Independently execute routine processing tasks for the department.
Establish and maintain service level agreements publish performance dashboards and evaluate processes for improved service.
Partner with Credit Relationship Managers and Compliance to ensure expectations are met.
Support growth and servicing of clients and business lines.
Cross train staff ensure adequate coverage of processes and develop a plan for maintaining skills.
Coordinate end-to-end legal document sets for loans (i.e. notes security agreements guarantees UCC filings/continuations collateral perfection insurance tickler setup).
Administer treasury management product setup and maintenance (i.e. ACH Wires RDC Positive Pay online banking entitlements and limits); monitor daily controls and dual authorization practices.
Maintain vendor relationships and act as product administrator for technology platforms; coordinate upgrades and UAT.

Operational risk mitigation and controls and adherence to standards - 15%

Maintain policies/procedures/SOPs and internal controls that meet regulatory audit and exam expectations.
Ensure processes are done in compliance with applicable laws regulations and Bank policies.
Own remediation for audit/exam findings; reduce operational loss events and exception rates.
Manage exception tracking and maintain a clean exam-ready environment.
Develop and implement robust fraud prevention and mitigation strategies ensuring compliance with regulatory standards and safeguarding client assets

Optimize current processes and identify areas where technology can enhance operations - 15%

Review work processes and guide the team to identify changes that can leverage technology for improved quality efficiency and effectiveness.
Build business cases for automation or system enhancements and coordinate change management and training.
Gain alignment and approval from other leaders to implement changes and improvements and ensure changes are integrated into daily operations.
Anticipate future technology needs that have the potential to transform client experience quality and efficiency.

Team Accountabilities:

Delighting my customers
Giving my all
Creating a great place to work
Making improvements
Keeping us compliant

Supervision

The person in this role directly supervises 5 exempt/non-exempt employees. Leaders at this level are expected to foster engagement develop people seek out new talent and cultivate an awareness of and commitment to our vision values and strategies.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities duties or responsibilities that are required of the employee for this job. Duties responsibilities and activities may change at any time with or without notice.

Requirements

EDUCATION EXPERIENCE AND SKILLS

College degree or equivalent experience
Experience supervising a team is preferred
Continuous Improvement mindset including metric development SOPs and root-cause problem solving.
Strong stakeholder management enabling partnerships with multipe departments: Credit RMs Compliance and IT/Vendors.

Salary Description

$82000 - $110000 annually

POSITION SUMMARY: This role is responsible for the day-to-day execution and continuous improvement for commercial account opening legal documentation and product administration in compliance with applicable laws regulations and Bank policies. The role manages and is a working member of lthe team to ...