Aab Onboarding Specialist

1 week ago


Chandler, United States Western Alliance Bank Full time

Job Title:
AAB Onboarding Specialist

**Location**:
AZ - Chandler 3033

What you'll do:
What we are looking for:

- The Onboarding Specialist actively participates and helps design AAB Ops procedures, staying focused on process improvement initiatives in order to ensure alignment with what is communicated to customers and the daily experience of our clients once they move to their Relationship Banker. Share unique customer needs that are important to continue to provide excellent customer service, that was identified during the onboarding process, to Management, Sales and the Relationship Bankers.
- The Onboarding Specialist is the "face of the organization" (with the exception of the sales rep) that the customer works with therefore they must always present both positive and negative information to the customer in a professional manner, clearly and concisely. They must know how to interact with a wide variety of personalities (which can include multiple personalities within a single company) to help the customer understand that we are a partner in managing their business's financial needs.

What you need to have:

- High school diploma required; Bachelor's degree in related field preferred
- 5+ years of direct, related experience in Customer Service/Banking
- Intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
- Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
- Strong speaking & writing skills for internal & external audiences (ex: sales or leadership)The Onboarding Specialist must be an excellent listener and a champion of change, to help a customer work through the change of moving banking relationships. Always exhibit support and commitment to improve client experience and organization strategy. The Onboarding Specialist will also identify efficiency opportunities and client experience improvements. They sell services not offered by the Sales Associate if it is a better fit for the customers needs.
- Understand the banks policies and AAB Operational procedures in order to ensure compliance to rules throughout the onboarding process. Be the banks Subject matter experts on all ConnectLive customer integration and problem resolution.

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



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