Client Service Advisor

Company: Disability Solutions
Location: San Diego
Posted on: April 19, 2024

Job Description:

Job Title:Client Service AdvisorLocation:CA - San Diego, B StreetWhat you'll do:Provide support to the Operations/Treasury Manager by servicing Settlement Services banking clients to ensure issues are resolved and 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.What we are looking for:

• Provides daily guidance to the department in the areas of deposits and account servicing including Treasury Management products/services
• Works directly with customers on issues and resolves issues pertaining to their accounts
• Provides excellent customer service and represents the bank in a professional and responsible manner
• Adheres to compliance, security, state and Federal regulations, bank policies, procedures and goals
• 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
• Provides research on loan and deposit accounts as needed
• Assists 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 dutiesQualifications:
  • Requires a High School diploma or equivalent and 2+ years of experience in banking, deposits, account servicing, treasury management or other directly related experience. 5 years or more experience is preferred; college degree preferred
  • Proficient knowledge of branch operations, deposits, new accounts, banking principles and policies
  • Experience in loan processing/servicing in Treasury Management is preferred
  • Working knowledge of various word processing and spreadsheet software
  • Must have excellent customer service and communications skills
  • Ability to work with relationship managers, loan officers, regional manager and clients as needed#Li-JG1Compensation: Hourly range for new hires is generally $60,135.00 - $74,285.00 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

Keywords: Disability Solutions, San Diego , Client Service Advisor, Accounting, Auditing , San Diego, California