Client Services Onboarding Specialist I at Western… · San Diego

Summary: Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation, and they are seeking a Client Services Onboarding Specialist I to deliver exceptional service to law firms and legal professionals. The role involves managing client onboarding processes, ensuring timely responses to requests, and supporting product implementations while adhering to compliance standards. Responsibilities: - 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 Required Qualifications: - 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 Preferred Qualifications: - Bachelor's degree in related field preferred Required Skills: Treasury Management, Finance, Financial Analysis, Banking Operations, Deposit Operations, Loan Administration, Commercial Banking Products, Regulatory Compliance, Legal Compliance, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Visio