Financial Services Representative

Financial Services Representative

Job Description:

As a Client Care Specialist, you'll display a high level of client service, provide a professional, prompt, and accurate banking experience, and exemplify the department's "sales, service, and operations" philosophy. You’ll perform transactions and service requests in accordance with established policies and procedures, assess and respond to inquiries from both clients and internal and external business partners.

Collaborating within a lively team setting entails efficiently multitasking, smoothly transitioning between diverse systems, and effectively communicating with clients to provide timely and accurate responses or solutions. As a crucial team member, you might find yourself initiating communication with clients, reviewing analytics, or carrying out operational functions and checks.

Key Responsibilities:

• Transaction Processing: Effectively manage transactions by promptly responding to client inquiries or requests through efficient, customer-focused communication. Support, research, and resolve concerns with professionalism, accuracy, and care.
• Client Issue Resolution: Take ownership of resolving issues by addressing client inquiries in person, via phone, email, or written correspondence. Assess urgency in time-sensitive situations and escalate concerns to appropriate internal teams when necessary.
• Service Performance Standards: Reach or exceed predefined service level criteria, including customer service excellence, turnaround time efficiency, cross-selling achievements, risk management, regulatory compliance, audit integrity, and operational efficiency.
• Client Authentication: Validate client identity by adhering to prescribed procedures before releasing information or processing transactions.
• Client Support: Provide tailored support ranging from general navigation assistance to detailed technical interface guidance based on client needs.

What You’ll Need:

• More than one year of experience in Customer Service, Branch Banking Operations, Treasury Management, or a related field.
• High school diploma required.
• Entry-level knowledge of banking operations, lending principles, treasury functions, and commercial banking products and services.
• Basic understanding of regulatory and legal compliance obligations, rules, and industry standards.
• Experience in call center procedures or cash handling preferred.
• Strong verbal and written communication skills.

Benefits and Advancement Opportunities:

• Competitive salary package
• Ownership stake in the company
• Comprehensive medical insurance
• Dental insurance
• Paid time off
• Generous 401(k) matching program with substantial employer contributions
• Tuition assistance program
• Employee volunteer program
• Wellness program
• Opportunities to expand business knowledge
• Hands-on involvement in business operations and financial management
• Career growth and professional development opportunities

About the Company:

Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Divisions of Western Alliance Bank include Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank, all Member FDIC. AmeriHome Mortgage is affiliated with Western Alliance Bank.

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