Retail Banking Support Specialist

Client Services Care Specialist

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.

Being part of a fast-paced team necessitates adept multitasking abilities, precise navigation across different platforms, and effective client engagement while offering prompt and efficient resolutions to inquiries. Your involvement in the team may extend to proactively contacting clients, evaluating reports, or executing operational procedures and assessments as needed.

Benefits and Advancement Opportunities:

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

Key Responsibilities:

• Transaction Processing: The meticulous and prompt processing of transactions entails addressing client concerns or requests through insightful and efficient customer-focused communication. The primary goal is to assist, investigate, and resolve queries with care, precision, and a client-centric approach.
• Client Inquiry & Resolution: Assume accountability for resolving issues by addressing all client inquiries in person or through various communication channels. Recognize and respond based on the urgency of time-sensitive cases and escalate matters to engage the necessary internal resources when required.
• Service Level Performance: Fulfill or surpass service level expectations, including customer service quality, turnaround time, cross-selling goals, risk management adherence, regulatory compliance, audit readiness, and operational efficiency.
• Client Validation: Comply with client validation procedures to confirm client identity prior to sharing information or providing transaction support.
• Client Assistance: Support clients with a wide range of needs, from general navigation guidance to complex technical interface solutions as requested.

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.
• Introductory knowledge of general banking, loan products, treasury management, and commercial banking services.
• Basic understanding of regulatory compliance requirements, legal obligations, and industry standards.
• Experience in call center environments or cash handling preferred.
• Strong verbal and written communication skills.

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 operates under Western Alliance Bank.

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