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Client Care Manager - Preferred & Small Business Banking - Phoenix Arizona
Company: Disability Solutions Location: Phoenix, Arizona
Posted On: 01/30/2025
Job Title:Client Care Manager - Preferred & Small Business BankingLocation:CityScapeWhat you'll do:The ideal candidate will work to lead, coach, and manage a team of successful financial professionals capable of identifying opportunities to deepen client relationships through new deposit, treasury, and loan products while working to provide exceptional client service by displaying a strong ownership mentality and resolving client needs.The Client Care teams will be responsible for using a suite of technology products to interact with clients and perform client-requested account maintenance as well as accurately completing new account applications, TM sales product applications, and lending applications. The teams may also be responsible for performing outbound client outreach during systems outages, or other events requiring proactive client engagement.The ideal candidate will have a strong background in contact center leadership, as well as financial sales and service leadership with the ability to create new ideas and execute action plans to achieve specified sales and service goals. Additionally, the candidate will possess an outgoing personality and have strong contacts within the industry to help progress the Client Care operating model make recommendations, and help support the implementation of new technologies to improve service and efficiency.This role will be based in a Western Alliance corporate office and will primarily involve managing in-person teams of individuals in multiple contact center sites across the southwest. - Champions best-in-class service by displaying a client-centric solutions mindset, maintaining key SLAs, and remaining flexible with innovation and changes to processes, products, regulations, and priorities.
- Lead and manage a team of Client Care Specialists, providing guidance, support, and coaching to drive sales and service levels, ensuring the team achieves performance targets while effectively meeting client needs and holding team members accountable.
- Operationalize key performance indicators and reporting, at the direction of the Associate Director, highlighting team and individual performance.
- Maintains expert knowledge of the bank's contact center, constantly assessing processes to identify opportunities for improved service levels and efficiencies.
- Maintains a strong knowledge of Western Alliance Bank deposit, lending, and treasury management products and services.
- Serve as a subject matter expert for internal processes, systems, products & services, and regulatory requirements to ensure that bank operations are carried out in compliance with internal regulations and all applicable local, state, and federal laws and regulations.
- Handles and satisfactorily resolves escalated client requests. Drives individual coaching, process improvement, and technology/product enhancement awareness to ensure client satisfaction.
- Supports leaders on projects by gathering quantitative and qualitative data, implementing solutions, and reporting results back to leadership.
- Recruits and manages top talent Client Care team members driven to deliver on service strategy.
- Communicates and interacts across all levels in the organization as well as with external business partners.What you'll need:
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