Client Services Operations Manager, Juris Banking

Client Services Operations Manager, Juris Banking

Location: CA - San Diego, 450 B St

As a Client Services Operations Manager you'll be responsible for overseeing an operations team, ensuring smooth workflow, efficiency, and adherence to applicable policies and procedures. The operations team consists of client onboarding, treasury management and client service professionals for the Juris Banking division. You'll handle tasks like setting goals and objectives, liaising with clients, ensuring transactions are done timely, correctly, and resolving issues. You'll oversee the recruitment, onboarding, and development of staff, prepare status reports, handle escalated calls and correspondence, plan, direct, or coordinate the delivery of Juris Banking products and services. One key responsibility is to support Operations and Sales to build and maintain strong relationships with all key stakeholders and grow relationships by providing excellent customer service in support of business profitability and deposit goals.

Responsibilities include:

• Supporting the Senior Director in overseeing the operations teams to ensure proper support of daily banking operations and client onboarding.
• Managing a group with responsibilities to include general banking operations, escrow account servicing, exception processing, ICS and CDARS account servicing, quality control, account analysis, and IOLTA portfolio management.
• Overseeing and supporting the team in completing research and resolving adjustment items created by missing transactions, encoding errors, listing errors, misreads, etc.
• Overseeing policy, procedures, and practices development, and working closely with 2nd and 3rd lines of defense partners to establish appropriate controls.
• Ensuring the treasury management lifecycle is executed, from needs assessment to implementation and client training.
• Maintaining a strong understanding of all bank products and services provided to clients and maintaining products and services owned by the business line.
• Collaborating with senior leadership to identify, document, implement and monitor KRIs and controls.
• Identifying and leading adoption, usage, and reinforcement of change as change agent.
• Providing strong leadership and direction to enhance effectiveness of change. Ensuring customers are provided with post-implementation and training support once onboarding and software transitions are completed.
• Leading and developing a team; responsible for hiring, coaching, performance management, training and development.

Requirements include:

• 7+ years of related experience in Treasury Management Services, Branch Banking Operations or similar field.
• High school diploma required; Bachelor's degree in related field preferred.
• Previous leadership experience required.
• Advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
• Advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
• Expert speaking and writing communication skills.
• Occasional travel required.

Compensation: Salary range for new hires is generally $130,400.00 - $161,083.00 for San Diego, CA. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned and restricted stock.

Benefits you'll love: We offer all the important things you'd want — like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!

About the company: Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is a Western Alliance Bank company.

Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, national origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email HR@westernalliancebank.com or call 602-386-2488. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.

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