Job Description

Job Title:

Client Services Onboarding Specialist I

Location:

Carmel Valley

What you'll do:

As a Client Services Onboarding Specialist I you will be responsible for delivering tailored, exceptional service to law firms, legal professionals, and fiduciary clients within the Juris Banking Division. You will serve as the point of contact for clients to deliver accurate and timely responses to requests, transactions, account opening/closings, and product/service implementations while maintaining service level agreement (SLAs), managing risk, and adhering to all regulatory compliance standards.

You will document client interactions through the Bank’s CRM platform and manage caseloads with minimal supervision. You will work with sales, relationship management, and business development employees to ensure that clients’ requests are resolved and identify revenue and retention opportunities.

• Responsible for supporting Client Services Onboarding Specialist Team Lead with onboarding several customers in different stages of the boarding and transition process.
• Effectively manage the onboarding process for each customer, constantly reaching out to the customer to transition them by following established processes.
• Has a specific focus on removing obstacles, and keeping all required stakeholders informed.
• Ensure product and application implementations are completed successfully and timely in support of all requested services and products.
• Schedule, coordinate, and moderate any required customer calls and training.
• Educate our clients on the importance of understanding and mitigating risk as it relates to their business.
• Actively support Operations procedures, staying focused on process improvement initiatives.

What you'll need:

• 1+ years of related experience in Treasury Management Service, Finance (GL Mgmt., Public Reporting, Analysis), Financial Analysis or similar field.
• High school diploma required; Bachelor's degree in related field preferred.
• Entry level knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
• Entry level knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
• Entry level to intermediate proficiency in utilizing the Microsoft Office suite including Word, Excel, PowerPoint, and Visio.
• Intermediate speaking and writing communication skills.

Compensation: Hourly range for new hires is generally $63,145.00 - $78,000.00 for San Diego, CA. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned.

Benefits you’ll love:
We offer all the important things you'd 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, you’ll 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 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 HR@westernalliancebank.com or call 602-386-2488. 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