CLIENT SERVICES LEADER
Fidelity BankEdina, MN, United Statesjob_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.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
Compensation details : 82000-110000 Yearly Salary
PI63001a65a217-29400-38711992
serp_jobs.job_alerts.create_a_job
Service Leader • Edina, MN, United States
Job_description.internal_linking.related_jobs
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 wi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
What you’ll need to succeed as a Customer Service Representative at XPO Minimum qualifications : 2 years of customer service experience Strong computer, typing and 10-key skills Experience with Micr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.Th...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Get started on an exciting career at Element! Element employees make a difference in the lives of others every day.We are re-defining the fleet management industry to be people first, then business...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Customer Service - Self Storage Manager.Total Rewards package available to our team : .We work Flexible and Full-Time Schedules between the hours of 9 : 30am and 6pm (weekends 'til 5pm).Employees becom...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 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?...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 
The Customer Service Representative (CSR) is responsible for the overall customer experience activities for Action Overhead Garage Door.
The CSR is the first contact and first impression of the comp...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
The Client Service Specialist (CSS) is a valued member of our team, dedicated to ensuring that clients feel welcome and at ease from their very first interaction.
As the initial point of contact for...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Summary : The Customer Service Associate I position provides "Simply the Best" customer service at all times.This high volume service position will allow you to engage your customer service skills b...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Old National Bank has been serving clients and communities since 1834.With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve.As a trusted part...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Retail Customer Service Specialist.At DICK'S SPORTING GOODS, we believe in how positively sports can change lives.On our team, everyone plays a critical role in creating confidence and excitement b...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
We empower employees to take on challenging assignments and roles with an elevated level of responsibility in our agile working environment.
Our people make us who we are, and we create incredible p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Audubon Road, Chanhassen, MN, USA.serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Stifel strives for a culture that puts its clients and associates first : a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Services Representative.The Client Services Representative is responsible for managing the life of a client ticket for service or repair.
The role encompasses a range of duties including proj...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Work from Home- Customer Benefits Rep.Our company has moved to 100% virtual, work-from-home positions.This position allows you to earn an incredible living without sacrificing your family life.We'r...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Provide leadership to a customer service team, which may include both team leads and service professionals.Be responsible for implementing and maintaining appropriate policies and procedures to ens...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
This role requires the ability to work lawfully in the U.Connect people and communities by offering best-in-class telecommunication services through door-to-door solicitation of new prospective cus...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
- serp_jobs.job_card.promoted
CLIENT SERVICES LEADER
Fidelity BankEdina, MN, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
- serp_jobs.job_card.new
Customer Service Representative
XPOBurnsville, MN, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Retail Customer Service Associate
FedExChanhassen, MN, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Client Lead, Client Success
Minnesota JobsHopkins, MN, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Customer Service - Self Storage Manager
Public StorageMaple Grove, MN, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Sales Representative (Remote)
American Income LifeSaint Michael, MN, USserp_jobs.filters.remote
serp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Entry Level Sales Representative
American Income LifeElk River, MN, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Customer Service Representative
Action Overhead Garage DoorPrior Lake, MN, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Client Service Specialist
MRA Recruiting ServicesMinneapolis, MN, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Customer Service Specialist 1
HuntingtonMinnetonka, MN, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Client Service Representative
Old National BancorpChanhassen, MN, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Retail Customer Service Specialist
Dick's Sporting GoodsBurnsville, MN, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Service Execution Leader
PolarisWyoming, MN, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Customer Service Associate
Paisley ParkChanhassen, MN, USserp_jobs.job_card.part_time
- serp_jobs.job_card.promoted
Client Service Associate - NR
Stifel FinancialWayzata, MN, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
National Client Services Representative
Paladin TechnologiesMinneapolis, MN, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
100% Work from Home- Customer Benefits Rep
Global EliteElk River, MN, USserp_jobs.filters.remote
serp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
- serp_jobs.job_card.new
Mgr-Customer Service-U
Ameriprise FinancialMinneapolis, MN, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Entry Level Sales
SPECTRUMRosemount, MN, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Client Relationship Leader
CliftonLarsonAllenMinneapolis, MN, USserp_jobs.job_card.temporary