Banking Operations Representative

Banking Operations 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.

In a dynamic team environment, you will be required to handle multiple responsibilities simultaneously, such as managing various systems, communicating with customers, and swiftly addressing queries or resolving issues. Your role within the team may involve taking the initiative to reach out to clients, analyzing reports, or conducting operational tasks and checks.

Key Responsibilities:

• Transaction Processing: Deliver accurate transaction services by efficiently managing client requests and inquiries with responsive, client-focused communication. Focus on supporting, researching, and resolving issues with attention to detail and empathy.
• Client Inquiry Resolution: Take ownership of client concerns until resolved by responding to inquiries in person, by phone, email, or written correspondence. Assess urgency in time-sensitive matters and escalate issues to appropriate internal teams when required.
• Service Level & Compliance Standards: Adhere to established service level benchmarks including quality customer service, turnaround times, cross-selling goals, risk management, regulatory compliance, audit readiness, and overall productivity.
• Client Identity Verification: Follow required identification procedures to verify client identity prior to releasing information or assisting with transactions.
• Operational Support: Provide assistance ranging from basic navigation support to more complex 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.
• Foundational knowledge of general banking operations, loan processes, treasury management, and commercial banking products and services.
• Basic understanding of regulatory and legal compliance obligations, rules, and industry standards.
• Experience in call center operations or cash handling preferred.
• Strong verbal and written communication skills.

Perks and Advancement Opportunities:

• Competitive salary package
• Equity ownership opportunity
• Comprehensive medical insurance
• Dental insurance
• Paid time off
• Robust 401(k) matching program with substantial employer contributions
• Tuition assistance program
• Employee volunteer program
• Wellness program
• Opportunities to expand business expertise
• Hands-on experience in operational and financial management
• Career progression and professional development opportunities

About the Company:

Western Alliance Bank operates as a wholly owned subsidiary of Western Alliance Bancorporation. Divisions within 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 a subsidiary of Western Alliance Bank.

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