Financial Services Specialist

5 days ago


Chandler, Arizona, United States Disability Solutions Full time

At Western Alliance Bank, we offer a competitive salary of $60,000 - $80,000 per year. As a Financial Services Specialist, you will be responsible for providing exceptional client experiences while ensuring compliance to policy, procedure, and regulatory requirements.

The ideal candidate will have 3+ years of related experience in retail, commercial banking, treasury management services or HOA banking. Strong oral and written communication skills are essential, as well as intermediate knowledge of general banking, including an understanding of bank products, services, regulations, policies, and procedures.

We offer a comprehensive benefits package, including medical and dental insurance, time off, a great 401k matching program, tuition assistance program, employee volunteer program, and wellness program. Our team is committed to equal employment and welcomes applicants from diverse backgrounds.

Key Responsibilities:

  • Processing and issuance of negotiable items (e.g. checks, ACH payments) related to client and internal customer requests.
  • Complete complex transaction research and provide findings to banker for corrective action by client.
  • Generate and submit ACH origination packets for new and existing clients, conducting annual review of client limits, and aligning COID with software partner platforms.


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