CLIENT SERVICES LEADER
Fidelity BankEdina, Minnesota, United States, 554356 days ago
Job type
- Full-time
- Quick Apply
Job descriptionChampion a client-centric culture across the department by setting expectations, mentoring / managing staff, and ensuring consistent delivery of exceptional service that exceeds client expectations. Independently execute routine processing tasks for the department. Establish and maintain service level agreements, publish performance dashboards, and evaluate processes for improved service. Partner with Credit, Relationship Managers, and Compliance to ensure expectations are met. Support growth and servicing of clients and business lines. Cross train staff, ensure adequate coverage of processes, and develop a plan for maintaining skills. Coordinate end-to-end legal document sets for loans (i.e. notes, security agreements, guarantees, UCC filings / continuations, collateral perfection, insurance, tickler setup). Administer treasury management product setup and maintenance (i.e. ACH, Wires, RDC, Positive Pay, online banking entitlements and limits); monitor daily controls and dual authorization practices. Maintain vendor relationships and act as product administrator for technology platforms; coordinate upgrades and UAT. Maintain policies / procedures / SOPs and internal controls that meet regulatory, audit, and exam expectations. Ensure processes are done in compliance with applicable laws, regulations, and Bank policies. Own remediation for audit / exam findings; reduce operational loss events and exception rates. Manage exception tracking and maintain a clean, exam-ready environment. Develop and implement robust fraud prevention and mitigation strategies, ensuring compliance with regulatory standards and safeguarding client assets Review work processes and guide the team to identify changes that can leverage technology for improved quality, efficiency and effectiveness. Build business cases for automation or system enhancements and coordinate change management and training. Gain alignment and approval from other leaders to implement changes and improvements and ensure changes are integrated into daily operations. Anticipate future technology needs that have the potential to transform client experience, quality, and efficiency. Delighting my customers Giving my all Creating a great place to work Making improvements Keeping us compliant College degree or equivalent experience 5+ years of loan support or treasury management experience and / or training Minimum of 2 years supervisory experience Hands-on expertise with commercial account opening (CIP / KYC / BOI / OFAC) and loan documentation workflows (UCCs, collateral, insurance / flood, ticklers) preferred. Working knowledge of treasury management products and rules (ACH / NACHA, wires, RDC, Positive Pay) and common controls / entitlement practices preferred. Continuous Improvement mindset including metric development, SOPs, and root-cause problem solving. Strong stakeholder management enabling partnerships with Credit, RMs, Compliance, and IT / Vendors.
Description :
POSITION SUMMARY : This role is responsible for the day-to-day execution and continuous improvement for commercial account opening, legal documentation, and treasury management product administration in compliance with applicable laws, regulations, and Bank policies. The role manages and is a working member of loan support and treasury management operations ensure service levels are met.
THIS ROLE IS ACCOUNTABLE FOR :
- Documentation, onboarding, and administration of loan and treasury management products
- Operational risk mitigation and controls and adherence to standards
- Optimize current processes and identify areas where technology can enhance operations.
Accountability / Responsibilities
Documentation, onboarding, and administration of loan and treasury management products - 70%
Operational risk mitigation and controls and adherence to standards - 15%
Optimize current processes and identify areas where technology can enhance operations - 15%
Team Accountabilities :
Supervision
The person in this role directly supervises exempt / non-exempt employees. Leaders at this level are expected to foster engagement, develop people, seek out new talent, and cultivate an awareness of and commitment to our vision, values and strategies.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Requirements :
EDUCATION, EXPERIENCE AND SKILLS
PI278582738
Create a job alert for this search
Service Leader • Edina, Minnesota, United States, 55435
Related jobs
Macy’s is more than just a store.One that’s captured the hearts and minds of America for more than 160 years.A story about innovations and traditions…about inspiring stores and i...Show moreLast updated: 10 days ago
USPS is accepting applications for PSE Sales & Services / Distribution Associate nationwide.This role ensures the smooth distribution of mail while offering professional customer support.USPS provide...Show moreLast updated: 7 hours ago
Sign-On Bonus After 90 Days • • •.The role of the Client Relationship Coordinator is to be the primary contact and owner of the client relationship.
This role will work closely with teams throughout th...Show moreLast updated: 24 days ago
American Income Life is growing! We are seeking ambitious individuals who are driven to build their own business while also leaving a positive impact within the community they serve.American Income...Show moreLast updated: 30+ days ago
This HYBRID opportunity will work out of one of the following locations.Throckmorton Street, Fort Worth, TX 76102.S Marquette Avenue, Minneapolis, MN 55402.
Glenridge Connector NE, Atlanta, GA 30342...Show moreLast updated: 14 days ago
SSA AND SAA AGREEMENT SPECIALIST.This role is responsible for the creation, processing, and renewal tracking of SSA and SaaS agreements.
Duties include coordination with internal teams and external ...Show moreLast updated: 12 days ago
Operations and Customer Service Specialist.The primary objective of this position is to support the operations, customer service and administrative requirements related to our B2C hearing care prog...Show moreLast updated: 30+ days ago
We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.
This position will work with multiple clients throughout the day pr...Show moreLast updated: 30+ days ago
This position is essential to the success of our retail stores.Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about S...Show moreLast updated: 9 days ago
We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time / Part time hours with flexibility.We are r...Show moreLast updated: 30+ days ago
The Account Specialist is assigned to the Inside Sales Department and is responsible for providing effective customer service and account support for all internal and external customers by using ex...Show moreLast updated: 30+ days ago A Sales Career That Grows With You.Are you looking for a career path that gives you the freedom and flexibility to control your schedule, but also has the security and stability of a large company?...Show moreLast updated: 30+ days ago 
Home Care Customer Service Representative.At Baxter, we believe every personregardless of who they are or where they are fromdeserves a chance to live a healthy life.
It was our founding belief in 1...Show moreLast updated: 30+ days ago
Client Relationship Leader POSITION PURPOSE This individual is responsible for client relationship and serving as a change agent for the development and implementation of major process improvement ...Show moreLast updated: 30+ days ago
As a part of our growing Client Services team, you will handle facultative reinsurance accounting and claims in addition to providing technical expertise for client, reinsurers, and internal teams....Show moreLast updated: 30+ days ago
We are looking for a dedicated Relationship Manager to join our client's team in the Twin Cities In this role, you will play a pivotal part in supporting clients with their financial needs.You ...Show moreLast updated: 25 days ago
Qualifications : Associate's degree or an equivalent combination of education and experience.At least 2 years of relevant experience.
Superior customer service and problem-solving skills to create a ...Show moreLast updated: 30+ days ago
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory...Show moreLast updated: 30+ days ago
- Promoted
Manager, Sales and Customer Service
Macy'sSaint Paul, MN, USFull-time
- Promoted
- New!
Window Clerk / Customer Service - No Experience Required
Postal Jobs ResourceLindstrom, MN, United StatesFull-time
- Promoted
CLIENT RELATIONSHIP COORDINATOR
MESSERLI & KRAMER P.A.Minneapolis, MN, USFull-time
- Promoted
Sales Representative (Remote)
American Income LifeRosemount, MN, USRemote
Full-time
- Promoted
Customer Implementation Specialist-Merchant Services
DeluxeMinneapolis, MN, USFull-time
- Promoted
Service Level Agreements Administrator I
Paladin TechnologiesMinneapolis, MN, USFull-time
- Promoted
Operations and Customer Service Specialist
StarkeyCircle Pines, MN, USFull-time
- Promoted
Customer Service Representative - 50k-60k / Year - Work From Home
Spade Recruiting USADayton, MinnesotaRemote
Full-time
Quick Apply
- Promoted
Retail Customer Service Specialist (Shared-Multiple Locations)
Sherwin WilliamsSaint Paul, MN, USFull-time
- Promoted
Customer Service / Benefits Advisor (Work from home)
Professional Career SolutionsShakopee, MinnesotaRemote
Full-time +1
- Promoted
Customer Service / Inside Sales
VSP TechnologiesInver Grove Heights, MN, USFull-time
- Promoted
Entry Level Sales Representative
American Income LifeIsanti, MN, USFull-time
- Promoted
Customer Service Specialist
BaxterSaint Paul, MN, USPermanent
- Promoted
Client Relationship Leader
eTeamMinneapolis, MN, USFull-time
- Promoted
Facultative Client Service Analyst
LocktonMinneapolis, MN, USFull-time
- Promoted
Relationship Manager / Client Service Associate
Robert HalfMinneapolis, MN, USFull-time
- Promoted
Customer Service Specialist I
Tech DigitalMinneapolis, MN, USFull-time
- Promoted
Client Relationship Leader
CliftonLarsonAllenMinneapolis, MN, USTemporary