Client Services Representative

Client 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.

Working within a high-energy team mandates the ability to multitask effectively, manage multiple systems seamlessly, and engage clients while responding to queries and resolving issues promptly. Your role within the team may include proactively contacting clients, reviewing reports, and conducting operational procedures or evaluations as necessary.

Key Responsibilities:

• Transaction Processing: Accurately and efficiently execute transactions while addressing client inquiries through effective, client-focused communication. Assist, research, and resolve concerns with professionalism, precision, and care.
• Client Issue Resolution: Accept ownership of issues by resolving client inquiries through in-person interactions, phone calls, emails, or written correspondence. Assess urgency in time-sensitive situations and escalate matters to appropriate internal resources when required.
• Service Level Performance: Meet or exceed established service level goals, including customer service standards, turnaround times, cross-selling objectives, risk management practices, regulatory compliance, audit readiness, and operational efficiency.
• Client Verification: Verify client identity before releasing information or assisting with transactions in accordance with established procedures.
• Client Support: Provide assistance ranging from general navigation guidance to more detailed technical interface support 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.
• Basic understanding of banking procedures, loan products, treasury services, and commercial banking offerings.
• Foundational knowledge of regulatory and legal compliance requirements and industry standards.
• Experience in call center operations or cash handling preferred.
• Strong verbal and written communication skills.

Benefits and Professional Growth Opportunities:

• Competitive salary package
• Ownership stake in the company
• 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 deepen business knowledge
• Hands-on exposure to business operations and financial management
• Career development and advancement opportunities

About the Company:

Western Alliance Bank is a subsidiary of Western Alliance Bancorporation. Divisions include Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank, all Members FDIC. AmeriHome Mortgage operates as part of Western Alliance Bank.

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