As a Client Service Advisor youll be responsible for delivering exceptional client service to law firms legal professionals and other stakeholders within the legal banking this role youll serve as a point of contact ensuring clients receive timely support guidance and solutions related to operational activities treasury management products and financial services. Youll open maintain and close all account types and perform clerical duties while maintaining positive customer relations.
Provide expert consultation and customer service to legal clients regarding specialized banking products and services. Provide daily guidance to the department on deposits and account servicing including treasury management products and services.
Work directly with customers to resolve account issues. Provide excellent customer service and represent the bank in a professional and responsible manner. May attend customer calls with business development team members to better understand the business relationship and support strategy development to meet customer needs.
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.
What youll need:
1 years of related experience in Treasury Management Service or similar field.
High school diploma required; Bachelors degree in related field preferred.
Entry level to intermediate knowledge of general banking operations including deposit operations loan administration treasury management and/or 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 working knowledge of various word processing and spreadsheet software.
Intermediate speaking and writing communication skills.
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 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 hands-on experience to help grow your career!
About the company:
Western Alliance Bank Member FDIC is a wholly owned subsidiary of Western Alliance Bancorporation. Serving clients nationwide Western Alliance Bank includes six legacy bank brands Alliance Association Bank Alliance Bank of Arizona Bank of Nevada Bridge Bank First Independent Bank and Torrey Pines Bank that remain part of the companys heritage as well as AmeriHome Mortgage a Western Alliance Bank Company.
Job Title:Client Service AdvisorLocation:OH - ColumbusWhat youll do:As a Client Service Advisor youll be responsible for delivering exceptional client service to law firms legal professionals and other stakeholders within the legal banking this role youll serve as a point of contact ensuring client...
Job Title:
Client Service Advisor
Location:
OH - Columbus
What youll do:
As a Client Service Advisor youll be responsible for delivering exceptional client service to law firms legal professionals and other stakeholders within the legal banking this role youll serve as a point of contact ensuring clients receive timely support guidance and solutions related to operational activities treasury management products and financial services. Youll open maintain and close all account types and perform clerical duties while maintaining positive customer relations.
Provide expert consultation and customer service to legal clients regarding specialized banking products and services. Provide daily guidance to the department on deposits and account servicing including treasury management products and services.
Work directly with customers to resolve account issues. Provide excellent customer service and represent the bank in a professional and responsible manner. May attend customer calls with business development team members to better understand the business relationship and support strategy development to meet customer needs.
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.
What youll need:
1 years of related experience in Treasury Management Service or similar field.
High school diploma required; Bachelors degree in related field preferred.
Entry level to intermediate knowledge of general banking operations including deposit operations loan administration treasury management and/or 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 working knowledge of various word processing and spreadsheet software.
Intermediate speaking and writing communication skills.
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 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 hands-on experience to help grow your career!
About the company:
Western Alliance Bank Member FDIC is a wholly owned subsidiary of Western Alliance Bancorporation. Serving clients nationwide Western Alliance Bank includes six legacy bank brands Alliance Association Bank Alliance Bank of Arizona Bank of Nevada Bridge Bank First Independent Bank and Torrey Pines Bank that remain part of the companys heritage as well as AmeriHome Mortgage a Western Alliance Bank Company.